Develop various sources of OR and A&A hiring and build a team of Agents Ensure product knowledge by Max Life Insurance ways of training Field demonstration (FODs)& Product Presentation to Defence Personnel s Work closely with OR s & Agents on planning and reviewing of activities and goals Achievement of monthly, quarterly & yearly business plans Ensure Companys product mix sales ration and adhere to the business norms Hold periodical customer meet to understand customers pulse and product needs Ensure customer queries are responded to satisfactorily as per Max Life Insurance standard Organize Service Camps at Cantonments Maintaining healthy Annual Policy Ratio Cantonment relationship Eligibility Criteria Any Graduate / Post graduate with good experience in sales OTHER RESPONSIBILITIES HO co-ordination Sales promotion activities Assist in overall running of the Office Experience- 2-7 years in Sales MINIMUM EDUCATION Graduate preferably with an MBA Preference of Industry background Preference 1 Insurance/financial sales exp + Defence experience Preference 2 Sales Background, any industry + Defence experience Preference 3 Defence Ex-servicemen Preference 4 Insurance Sales+ history of adaptability to new business avenues

JOB SUMMARY Takes responsibility of fulfilling leads & prospecting new business from salary segment of bank partner to close Protection and annuity business. KEY RESPONSIBILITIES Lead generation at the time of account opening/service call being made to the customer Establishing & strengthening relationship with Cluster head & staff to gain mindshare from them on protection and Annuity Involvement in work site activities (putting up stalls and making presentations in corporate. Working, engaging and connecting with HNI clients for one on one selling Closing sale and following up on issuance. Increasing bank s customer awareness about Life Insurance solutions and achieve the targeted penetration on Annuity and protection Drive effectively the Reward and recognition programs launched for the bank staff. Train the bank staff regularly on Annuity and Protection plan of Max Life MEASURES OF SUCCESS Adjusted MFYP (Modal first year premium) Number of policies Business Leakage including cancellations MINIMUM/SPECIFIC EXPERIENCE Graduate/ Post Graduate in any discipline 1 to 3 years of insurance experience Good communication skills - English & regional language (mandatory) Age group 21-28 years Preferably has own conveyance JOB SUMMARY Takes responsibility of fulfilling leads & prospecting new business from salary segment of bank partner to close Protection and annuity business. KEY RESPONSIBILITIES Lead generation at the time of account opening/service call being made to the customer Establishing & strengthening relationship with Cluster head & staff to gain mindshare from them on protection and Annuity Involvement in work site activities (putting up stalls and making presentations in corporate. Working, engaging and connecting with HNI clients for one on one selling Closing sale and following up on issuance. Increasing bank s customer awareness about Life Insurance solutions and achieve the targeted penetration on Annuity and protection Drive effectively the Reward and recognition programs launched for the bank staff. Train the bank staff regularly on Annuity and Protection plan of Max Life MEASURES OF SUCCESS Adjusted MFYP (Modal first year premium) Number of policies Business Leakage including cancellations MINIMUM/SPECIFIC EXPERIENCE Graduate/ Post Graduate in any discipline 1 to 3 years of insurance experience Good communication skills - English & regional language (mandatory) Age group 21-28 years Preferably has own conveyance

Takes responsibility of fulfilling leads & prospecting new business from salary segment of bank partner to close Protection and annuity business. KEY RESPONSIBILITIES Lead generation at the time of account opening/service call being made to the customer Establishing & strengthening relationship with Cluster head & staff to gain mindshare from them on protection and Annuity Involvement in work site activities (putting up stalls and making presentations in corporate. Working, engaging and connecting with HNI clients for one on one selling Closing sale and following up on issuance. Increasing bank s customer awareness about Life Insurance solutions and achieve the targeted penetration on Annuity and protection Drive effectively the Reward and recognition programs launched for the bank staff. Train the bank staff regularly on Annuity and Protection plan of Max Life MEASURES OF SUCCESS Adjusted MFYP (Modal first year premium) Number of policies Business Leakage including cancellations MINIMUM/SPECIFIC EXPERIENCE Graduate/ Post Graduate in any discipline 1 to 3 years of insurance experience Good communication skills - English & regional language (mandatory) Age group 21-28 years Preferably has own conveyance MARY Takes responsibility of fulfilling leads & prospecting new business from salary segment of bank partner to close Protection and annuity business. KEY RESPONSIBILITIES Lead generation at the time of account opening/service call being made to the customer Establishing & strengthening relationship with Cluster head & staff to gain mindshare from them on protection and Annuity Involvement in work site activities (putting up stalls and making presentations in corporate. Working, engaging and connecting with HNI clients for one on one selling Closing sale and following up on issuance. Increasing bank s customer awareness about Life Insurance solutions and achieve the targeted penetration on Annuity and protection Drive effectively the Reward and recognition programs launched for the bank staff. Train the bank staff regularly on Annuity and Protection plan of Max Life MEASURES OF SUCCESS Adjusted MFYP (Modal first year premium) Number of policies Business Leakage including cancellations MINIMUM/SPECIFIC EXPERIENCE Graduate/ Post Graduate in any discipline 1 to 3 years of insurance experience Good communication skills - English & regional language (mandatory) Age group 21-28 years Preferably has own conveyance

Max Life Insurance Company Limited is looking for Deputy Manager to join our dynamic team and embark on a rewarding career journey Assist the Manager in the day-to-day operations of the business, including setting goals, developing strategies, and overseeing the work of team members Take on leadership responsibilities as needed, including managing team members and making decisions in the absence of the Manager Identify and address problems or challenges within the business, and develop and implement solutions Collaborate with other departments and teams to ensure smooth and efficient operations Maintain accurate records and documentation Contribute to the development and implementation of business plans and goals

Max Life Insurance Company Limited is looking for Associate Agency Development Manager to join our dynamic team and embark on a rewarding career journey Recruit, train, and mentor insurance agents and agencies to promote the products and services Develop and maintain strong relationships with agents and agencies to ensure their satisfaction and retention Monitor sales performance and analyze market trends to identify opportunities for growth Provide guidance and support to agents to help them achieve their sales goals Ensure compliance with all regulatory requirements and company policies and procedures Collaborate with internal teams to ensure timely and successful delivery of products and services Provide exceptional customer service to policyholders and address any concerns or complaints in a timely and professional manner Prepare and deliver presentations to agents and prospects Maintain accurate records of all sales activities and customer interactions Strong communication and interpersonal skills Strong analytical and problem-solving skills

Max Life Insurance Company Limited is looking for Deputy Manager - CAT - Loyalty to join our dynamic team and embark on a rewarding career journey Assist the Manager in the day-to-day operations of the business, including setting goals, developing strategies, and overseeing the work of team members Take on leadership responsibilities as needed, including managing team members and making decisions in the absence of the Manager Identify and address problems or challenges within the business, and develop and implement solutions Collaborate with other departments and teams to ensure smooth and efficient operations Maintain accurate records and documentation Contribute to the development and implementation of business plans and goals

Max Life Insurance Company Limited is looking for Relationship Associate - Bancassurance to join our dynamic team and embark on a rewarding career journey Customer Relationship Management Relationship Associates in Bancassurance establish and maintain strong relationships with bank customers They engage with customers to understand their insurance needs, provide information about available insurance products, and offer personalized solutions based on individual requirements Insurance Product Knowledge They develop a comprehensive understanding of the insurance products offered by the bank This includes life insurance, health insurance, general insurance, and other relevant insurance solutions They stay updated on product features, benefits, terms, and conditions to effectively communicate the offerings to customers Sales and Cross-Selling Relationship Associates actively promote and sell insurance products to bank customers They identify cross-selling opportunities by analyzing customer profiles and financial needs They explain the features and benefits of insurance products, address customer queries, and guide customers through the insurance purchasing process Needs Analysis and Solution Design They conduct needs analysis for customers to determine their insurance requirements They assess the customer's risk profile, financial goals, and coverage needs Based on the analysis, they design suitable insurance solutions that align with the customer's preferences and financial capabilities Documentation and Application Processing Relationship Associates assist customers with the completion of insurance application forms and related documentation They ensure accuracy and completeness of information provided by customers and facilitate the smooth processing of insurance applications Customer Service and Support They provide ongoing customer service and support to address inquiries, claims processing, and policy servicing requirements They act as a point of contact for customers throughout the insurance policy lifecycle, resolving any issues or concerns that may arise

Identify the Top financial /General Insurance/Health Insurance distributors in the assigned territory from the competition Pitch Max-Life Agency Career Opportunity through Career Seminars / Presentations / Meetings Understand the Top Advisor/ Business Associate value proposition, onboarding process and regulations related to the same Hiring and Onboarding of Top Advisors and Business Associates post conducting Career seminars and Presentation and meet the defined Recruitment plan Drive sales from the team of Top Advisors / Business Associates and Financial distributors to meet the defined sales plans. Maintain Quality of sales by ensuring the Persistency standards of the channel Adherence to the desired input behaviors to drive Sales and Recruitment Periodically Train & Develop advisors for new product launches and communicating any changes in company guidelines / policies. Managing field operations by coordinating with Operations and DSDO for sales and Recruitment.

Takes responsibility of fulfilling leads & prospecting new business from salary segment of bank partner to close Protection and annuity business. KEY RESPONSIBILITIES Lead generation at the time of account opening/service call being made to the customer Establishing & strengthening relationship with Cluster head & staff to gain mindshare from them on protection and Annuity Involvement in work site activities (putting up stalls and making presentations in corporate. Working, engaging and connecting with HNI clients for one on one selling Closing sale and following up on issuance. Increasing bank s customer awareness about Life Insurance solutions and achieve the targeted penetration on Annuity and protection Drive effectively the Reward and recognition programs launched for the bank staff. Train the bank staff regularly on Annuity and Protection plan of Max Life MEASURES OF SUCCESS Adjusted MFYP (Modal first year premium) Number of policies Business Leakage including cancellations MINIMUM/SPECIFIC EXPERIENCE Graduate/ Post Graduate in any discipline 1 to 3 years of insurance experience Good communication skills - English & regional language (mandatory) Age group 21-28 years Preferably has own conveyance

Agent Recruitment Develop various sources of agent hiring & build a team of agent &agent pipe line Conduct activity to enhance existing agent footfall to generate fresh referral for newagenthiring Implementation of MLI GOLD process and adhere to the business norms Follow agent 9 pointer hiring mechanism & other hiring norms Agent Development Ensure product knowledge by MLI ways of training Field demonstration (FOD s) Development of agent prospecting habits, calling habits and work habits. Work with agent on planning and reviewing of activities and goals Identify the training needs of the agent and work with Trainers to improve the same Meet Business Targets Achievement of monthly, quarterly & yearly business plans Improve agent productivity & persistency by regular PRP/IID/GID etc Ensure companies product mix sales ration and adhere to the business norms Maintain agent pro activity as per business plan Customer Centricity Be MLI brand ambassador & a customer champion Follow MLI sales practice to develop deep customer loyalty Hold periodical customer meet to understand customer pulse & need Ensure customer queries are responded to satisfactorily as per MLI standard Desired Competencies Sourcing & Selection capability Nurturing & Developing talent Result orientation Customer centricity Planning & Execution MOS Achievement of business plan & GPA Recruitment / Development & Activisation of agent as per plan Persistancy as per MLI grid Achieve GOLD Score as per MLI standard Number of EC/MDRT agent Minimum Education Graduation Age between 24-38 years Work experience not less then 2 years in sales

Takes responsibility of fulfilling leads & prospecting new business from salary segment of bank partner to close Protection and annuity business. KEY RESPONSIBILITIES Lead generation at the time of account opening/service call being made to the customer Establishing & strengthening relationship with Cluster head & staff to gain mindshare from them on protection and Annuity Involvement in work site activities (putting up stalls and making presentations in corporate. Working, engaging and connecting with HNI clients for one on one selling Closing sale and following up on issuance. Increasing bank s customer awareness about Life Insurance solutions and achieve the targeted penetration on Annuity and protection Drive effectively the Reward and recognition programs launched for the bank staff. Train the bank staff regularly on Annuity and Protection plan of Max Life MEASURES OF SUCCESS Adjusted MFYP (Modal first year premium) Number of policies Business Leakage including cancellations MINIMUM/SPECIFIC EXPERIENCE Graduate/ Post Graduate in any discipline 1 to 3 years of insurance experience Good communication skills - English & regional language (mandatory) Age group 21-28 years Preferably has own conveyance

Max Life Insurance Company Limited is looking for Associate Agency Development Manager to join our dynamic team and embark on a rewarding career journey Recruit, train, and mentor insurance agents and agencies to promote the products and services Develop and maintain strong relationships with agents and agencies to ensure their satisfaction and retention Monitor sales performance and analyze market trends to identify opportunities for growth Provide guidance and support to agents to help them achieve their sales goals Ensure compliance with all regulatory requirements and company policies and procedures Collaborate with internal teams to ensure timely and successful delivery of products and services Provide exceptional customer service to policyholders and address any concerns or complaints in a timely and professional manner Prepare and deliver presentations to agents and prospects Maintain accurate records of all sales activities and customer interactions Strong communication and interpersonal skills Strong analytical and problem-solving skills

Exceed recruitment target on new agency leaders and agent enrollments. Enhance quantity and quality recruitment by developing successful leaders. Emphasis on quality recruitment by the Agency Leaders and Agency Associates through one-on one session. Create mutual support platform for Financial Executives, Agency Associate and Agents to enable easier recruitment. Enhance AFYP & Number of cases by the unit. Focus on potential EC, MDRT, CEO council agents through complete unit. Focus on number of R&R winners. Focus on enablement and development of the team Ensure agents, agency associates, agency associate s unit and agency leader unit is in complaint with various IRDA guidelines. Timely contract of agents and agency associates within regulatory guidelines Monitoring IRDA guidelines impacting AAP channel at regional level. Track competition regularly at regional level on various measure such as new strategies, new compensation models

Processing of New Business Queries Discrepancy Management - FOP s WIP Management Handling Field Ops Queries & Complaints Processing of cheques / cash / credit card Poll Coll clearance Petty Cash Management Vendor Management Statutory and Facility Management Agency Contract - Existing agents Adherence to all regulatory requirements Processing of customer request - POS Sales to Service & Recruitement. Persistency -13th and 25th Month Customer Retention and Revenue Measure of Success Applied to Paid ratio > 88% Reduction in discrepancy rate Resolution of GO actionable with TAT Customer / Distribution satisfaction score +3.5 100% in Day 1 Creation of PCV on a real time basis with replenishment on 40% balance Timely processing of bills and effective cost management Adhere to the laid down process and guidelines Timely processing of docs within 2 days of receipt Agent Query and Code followup Processing the agent reimbursement as per guidelines and accurately POS accuracy at 97% and Decline at 3% Collection of 13+25 Month >89% Surrender/Retention>70%,ECS Retention>30% Desired qualifications and experience Must have a minimum of 2-3 years experience of which atleast 2 yrs in customer service / operations / Finance ELIGIBILITY Candidates who have a performance rating of G2M2 & have completed 12 months in the current role Candidates who have a performance rating of G3M3 & have completed 18 months in the current role FOR LATERAL MOVEMENT, candidate should have completed atleast 12 months in the current role & have a minimum performance rating of G3M3 Knowledge and skills required Ability to work in a fast paced environment Strong people skills Good co-ordination skills Data management on Excel should be good Accounting Knowledge Customer Centric

A person with strong domain knowledge in Insurance & Financial Planning will be working in a circle, managing the integrated Sales & Training team across the geography. Proactive approach required in assessing the learning & development needs, effectively aligning programs / interventions with business objectives and creating / executing the Training Modules in Bank Relationship. Key Responsibilities/ Key Deliverables Imparting Training to Axis Virtual Callcenter (AVC) sellers and Max Life Employees as per defined and agreed Man Days. Providing right training inputs & on call sales support to AVC Post Training, on line certification through Inquizzitive, of sellers on the trained module to be completed - Once a quarter Refresher training should be done before the certification & follow up with failed candidates should be completed Call observation & Call barging at AVC on daily basis. Drive traffic to E Learning platform / Microsite so that technology can be leveraged to maximize reach Ensuring the measures of quality of business in different segement focusing on Product mix Ensuring SPs in 100% of the branches and all regulatory records to be maintained audit ready if required. Traction of data on performance, publishing MIS, dashboard, calendars, EDMs etc timely and effectively in coordination with Bank Circle Office Conduct Skill, Knowledge & compliance based training programs for the entire AVC call centers at regular intervals Develop and manage certification processes, Implementing evaluation process - online and offline to create a robust feedback and tracking mechanism on product knowledge and skills of all the trainees. Supporting to other AVC centers as an additional requirement that required travelling as we'll. Open to implement new training methodologies to enhance training effectiveness across AVC centers. Measures of Success Imparting Training- Average of 12 Man days of Training Banca/Axis & Max Life Refresher Training- 80% of the RA / Center Manager clearing their quarterly certification Ensuring right training inputs - 90% Employees across vertical to attend Induction training Activation Inactive Seller Activisation 30% Product Mix As per plan Ensuring SPs above 90% in ARB segment - NDRM, Burgandy & Priority. 100% Certification of SPs on Products, ULIP, AML, Ethics & Compliance before licensing & records of 100% of these SPs to be maintained Job Specifications Graduate in any Discipline, MBA from premier institute is preferred. 3 to 4 years of experience in Sales Training, Prior experience in insurance essential. Result Orientation, Customer Centricity, Technical Expertise, excellent product and basics of life insurance Knowledge & Skill Matrix Training execution, Training enabling quality business, Ensuring Circle meeting compliance requirement.

A person with strong domain knowledge in Insurance & Financial Planning will be working in a circle, managing the integrated Sales & Training team across the geography. Proactive approach required in assessing the learning & development needs, effectively aligning programs / interventions with business objectives and creating / executing the Training Modules in Bank Relationship. Key Responsibilities/ Key Deliverables Imparting Training to Axis Virtual Callcenter (AVC) sellers and Max Life Employees as per defined and agreed Man Days. Providing right training inputs & on call sales support to AVC Post Training, on line certification through Inquizzitive, of sellers on the trained module to be completed - Once a quarter Refresher training should be done before the certification & follow up with failed candidates should be completed Call observation & Call barging at AVC on daily basis. Drive traffic to E Learning platform / Microsite so that technology can be leveraged to maximize reach Ensuring the measures of quality of business in different segement focusing on Product mix Ensuring SPs in 100% of the branches and all regulatory records to be maintained audit ready if required. Traction of data on performance, publishing MIS, dashboard, calendars, EDMs etc timely and effectively in coordination with Bank Circle Office Conduct Skill, Knowledge & compliance based training programs for the entire AVC call centers at regular intervals Develop and manage certification processes, Implementing evaluation process - online and offline to create a robust feedback and tracking mechanism on product knowledge and skills of all the trainees. Supporting to other AVC centers as an additional requirement that required travelling as we'll. Open to implement new training methodologies to enhance training effectiveness across AVC centers. Measures of Success Imparting Training- Average of 12 Man days of Training Banca/Axis & Max Life Refresher Training- 80% of the RA / Center Manager clearing their quarterly certification Ensuring right training inputs - 90% Employees across vertical to attend Induction training Activation Inactive Seller Activisation 30% Product Mix As per plan Ensuring SPs above 90% in ARB segment - NDRM, Burgandy & Priority. 100% Certification of SPs on Products, ULIP, AML, Ethics & Compliance before licensing & records of 100% of these SPs to be maintained Job Specifications Graduate in any Discipline, MBA from premier institute is preferred. 3 to 4 years of experience in Sales Training, Prior experience in insurance essential. Result Orientation, Customer Centricity, Technical Expertise, excellent product and basics of life insurance Knowledge & Skill Matrix Training execution, Training enabling quality business, Ensuring Circle meeting compliance requirement.

Relationship Management with the Axis CBG Head. Drive the sales through CBG customers Overseeing complete CBG business operations for the Region, forecasting monthly/ annual business targets, & executing them in a given time frame. Providing a growth-driven environment to the team. Responsible for assigning the targets and organizing joint monthly PRP with the DRs and thereby ensuring skip level review. Recruit, train and Supervise executives to achieve the agreed business targets and insurance sales in the defined geography and building a progressive partnership with the bank Periodic and Daily updates in alignment with Axis CBG and MLI team, ensuring meet business Plan, drive the wealth and affluent managers , ensuring activation and persistency and thereby tracking the performance in all the vectors and thereby do a traction analysis Driving the people agenda by leading the team and ensuring higher engagement of the key talents of the zone, ensuring minimum compliance issues and retain talents Implement the BOLD system and ensure that the system requirements are met in order to ensure that the relationship is productive and mutually beneficial and compliant with all regulatory requirements. Deploy and monitor implementation specifically Bank staff contests/R&R in order to accelerate revenue generation with the Channel. Measures of Success Business Plan- Adj MFYP (Rs.) - Plan v/s Actuals Activation plan- Seller Activation (%) - Plan Vs Actual Product Mix Product Mix Plan Vs actual Persistency- 15th month Persistency (%) - >85% (By Value) Joint Calls /Effective Management of Process- Unit -Joint Calls Plan Vs Actual BOLD audit score Effective Management of People & Customer Retain talent 70%, G2M2 retention >85%, Kenexa Score and improvement over last year Key competencies/skills required Relationship, Leading people, Effective Management of Process KEY RESPONSIBILITIES- Relationship Management with the Axis CBG Head. Drive the sales through CBG customers Overseeing complete CBG business operations for the Region, forecasting monthly/ annual business targets, & executing them in a given time frame. Providing a growth-driven environment to the team. Responsible for assigning the targets and organizing joint monthly PRP with the DRs and thereby ensuring skip level review. Recruit, train and Supervise executives to achieve the agreed business targets and insurance sales in the defined geography and building a progressive partnership with the bank Periodic and Daily updates in alignment with Axis CBG and MLI team, ensuring meet business Plan, drive the wealth and affluent managers , ensuring activation and persistency and thereby tracking the performance in all the vectors and thereby do a traction analysis Driving the people agenda by leading the team and ensuring higher engagement of the key talents of the zone, ensuring minimum compliance issues and retain talents Implement the BOLD system and ensure that the system requirements are met in order to ensure that the relationship is productive and mutually beneficial and compliant with all regulatory requirements. Deploy and monitor implementation specifically Bank staff contests/R&R in order to accelerate revenue generation with the Channel. Measures of Success Business Plan- Adj MFYP (Rs.) - Plan v/s Actuals Activation plan- Seller Activation (%) - Plan Vs Actual Product Mix Product Mix Plan Vs actual Persistency- 15th month Persistency (%) - >85% (By Value) Joint Calls /Effective Management of Process- Unit -Joint Calls Plan Vs Actual BOLD audit score Effective Management of People & Customer Retain talent 70%, G2M2 retention >85%, Kenexa Score and improvement over last year Key competencies/skills required Relationship, Leading people, Effective Management of Process

Will be responsible for managing a leading bank Loan Verticals and branches. Purpose of the Job (overall high level summary of the job) Managing the Group credit life business, across locations and to achieve business volume (premium) and desired penetration. Regularly engage and provide market update, training & drive the ASCs (Loan Centre) to implement the set processes and ensuring seamless functioning of Grp Cr Life product within ASCs. He/she will be closely working with the Retail Asset Teams of the Bank to sell Group credit life Scheme along with the bank s primary product. He/she would plan, monitor, coach, communicate and execute sales strategies and gain mind share of the bank officials (at all levels) and then provide feedback. He/she will also in turn work with the Group Operations to follow up on issuance and clearing of pendency, if any. Principal Accountabilities How they are achieved/measured Manage the Group business with the Bank employees Liaison with different departments for closure of the cases Champion product and process to drive top line sales through business sales team and maintaining penetration levels of group insurance products with channel partner. Coordinate and train key officials (ASSL, DSA, other bank officials) to enhance their understanding of the business to increase seller activisation Provide market feedback on competition and other products in the market. Manage and strengthen relationship through engagement with Partner s Zonal Leadership team, Ops & Credit Team, DSAs, SMs, Field Sales Staff at all levels and across functions. Values add in key initiatives to enhance attachment ration & business volume through training and service. Tracking penetration performance and publishing dashboards, along with Group Operations. To measure & monitor the various metrics (Files and sum assured Penetration rates, seller activation, Claim denial rates/ pending rates, rejection ratios , medical TATs etc) , to minimize the same and adhere to TATs and contribute to product improvement. Monitoring and control process of Post Sales. Managing complete claims operation & end to end process. Champion product and process to drive top line sales through business sales team and maintaining penetration levels of group insurance products with channel partner. Coordinate and train key officials (ASSL, DSA, other bank officials) to enhance their understanding of the business to increase seller activisation Provide market feedback on competition and other products in the market. Manage and strengthen relationship through engagement with Partner s Zonal Leadership team, Ops & Credit Team, DSAs, SMs, Field Sales Staff at all levels and across functions. Values add in key initiatives to enhance attachment ration & business volume through training and service. Tracking penetration performance and publishing dashboards, along with Group Operations. To measure & monitor the various metrics (Files and sum assured Penetration rates, seller activation, Claim denial rates/ pending rates, rejection ratios , medical TATs etc) , to minimize the same and adhere to TATs and contribute to product improvement. Monitoring and control process of Post Sales. Managing complete claims operation & end to end process.

Managing relationship with Axis Branch Sellers and thereby meeting target through Bank s FOS Responsible for managing the leads generated from Branch and thereby convert into quality business. Must adhere to the process set and timely coordinate with Cluster Manager and Operations HUB. Ensuring minimal customer complain. Shall adhere to agree TATs on first customer contact and follow-ups from the date of the lead being registered. Ensuring 15month persistency on track and thereby ensure a robust follow up mechanism with the customers. Coordinating with Cluster Training manager to ensure bank staff regularly on concepts in life insurance and new product introductions. Shall be responsible for making active the branch banking sellers and thereby achieving the activation target Ensuring LMS usage as Tracking Mechanism on line and follow up Calls. Measures of Success Business Plan- Adj MFYP Collected (Rs.) - Plan v/s Actual- as per target assigned Protection Sales- Selling minimum of 2 policies with case size of 15k Case Size- Plan Vs Actual - as per target assigned Percentage of E sales- 50% of NOP (Excluding BDE Sales) to be on Esales platform Seller Activation- BDE Seller Activation (%) - Plan v/s Actuals FDO Seller Activation (%) - Plan v/s Actuals Persistency- Plan vs Achievement Job Specifications Graduate in Any Discipline from a UGC / AICTE approved College and University. 1 to 2 years of experience in sales, experience in Insurance will be preferred. Experience in the fields of Life insurance sales management, Retail bank distribution, and Channel Management Knowledge & Skill Matrix Excellent Relationship Skill, Managing Various level of Bank Management

Job Description Job Code Position Relationship Associate Reporting To Department Axis Function Axis Sales Location Band 5 We Stand for Caring An imperative value that emphasises on individuals who are extremely compassionate and demonstrate respect for people. It is about being proactive to offer guidance and help to fellow colleagues. Being open to new ideas and going an extra mile to implement them. Collaboration A value which is all about being boundary-less in approach by going beyond one s direct responsibilities to achieve functional and organizational goals. It is about believing creating opportunities for self and others to improve working relationships. Customer Obession It is not just about being Customer focused, however, it is being obsessed with delivering exceptional customer experience. Proactively making extraordinary efforts to deliver superior quality output, hence, creating customer delight. Growth Mindset A value which drives and defines us to challenge the status quo by being ambitious, ready to put in extra efforts demonstrate courage to achieve exceptional results. It is about seeking creating opportunities to invest in self, fellow colleagues to sharpen their skills and cultivate high performing culture. Job Summary NA Key Responsibilities/ Key Deliverables Managing relationship with Axis Branch Sellers and thereby meeting target through Bank s FOS Responsible for managing the leads generated from Branch and thereby convert into quality business. Must adhere to the process set and timely coordinate with Cluster Manager and Operations HUB. Ensuring minimal customer complain. Shall adhere to agree TATs on first customer contact and follow-ups from the date of the lead being registered. Ensuring 15month persistency on track and thereby ensure a robust follow up mechanism with the customers. Coordinating with Cluster Training manager to ensure bank staff regularly on concepts in life insurance and new product introductions. Shall be responsible for making active the branch banking sellers and thereby achieving the activation target Ensuring LMS usage as Tracking Mechanism on line and follow up Calls Measures of Success Business Plan- WPC - Plan v/s Actual- as per target assigned Seller Activation- BDE Seller Activation (%) - Plan v/s Actuals FDO Seller Activation (%) - Plan v/s Actuals Persistency- Plan vs Achievement Job Specifications Graduate in Any Discipline from a UGC / AICTE approved College and University. 1 to 2 years of experience in sales, experience in Insurance will be preferred. Experience in the fields of Life insurance sales management, Retail bank distribution, and Channel Management and/or DSA relationship Knowledge Skill Matrix Excellent Relationship Skill, Managing Various level of Bank Management , Adherence to Process Additional Information (Optional) NA Job Description Job Code Position Relationship Associate Reporting To Department Axis Function Axis Sales Location Band 5 We Stand for Caring An imperative value that emphasises on individuals who are extremely compassionate and demonstrate respect for people. It is about being proactive to offer guidance and help to fellow colleagues. Being open to new ideas and going an extra mile to implement them. Collaboration A value which is all about being boundary-less in approach by going beyond one s direct responsibilities to achieve functional and organizational goals. It is about believing creating opportunities for self and others to improve working relationships. Customer Obession It is not just about being Customer focused, however, it is being obsessed with delivering exceptional customer experience. Proactively making extraordinary efforts to deliver superior quality output, hence, creating customer delight. Growth Mindset A value which drives and defines us to challenge the status quo by being ambitious, ready to put in extra efforts demonstrate courage to achieve exceptional results. It is about seeking creating opportunities to invest in self, fellow colleagues to sharpen their skills and cultivate high performing culture. Job Summary NA Key Responsibilities/ Key Deliverables Managing relationship with Axis Branch Sellers and thereby meeting target through Bank s FOS Responsible for managing the leads generated from Branch and thereby convert into quality business. Must adhere to the process set and timely coordinate with Cluster Manager and Operations HUB. Ensuring minimal customer complain. Shall adhere to agree TATs on first customer contact and follow-ups from the date of the lead being registered. Ensuring 15month persistency on track and thereby ensure a robust follow up mechanism with the customers. Coordinating with Cluster Training manager to ensure bank staff regularly on concepts in life insurance and new product introductions. Shall be responsible for making active the branch banking sellers and thereby achieving the activation target Ensuring LMS usage as Tracking Mechanism on line and follow up Calls Measures of Success Business Plan- WPC - Plan v/s Actual- as per target assigned Seller Activation- BDE Seller Activation (%) - Plan v/s Actuals FDO Seller Activation (%) - Plan v/s Actuals Persistency- Plan vs Achievement Job Specifications Graduate in Any Discipline from a UGC / AICTE approved College and University. 1 to 2 years of experience in sales, experience in Insurance will be preferred. Experience in the fields of Life insurance sales management, Retail bank distribution, and Channel Management and/or DSA relationship Knowledge Skill Matrix Excellent Relationship Skill, Managing Various level of Bank Management , Adherence to Process Additional Information (Optional) NA