Max Life Insurance Company Limited is looking for Assistant Manager to join our dynamic team and embark on a rewarding career journey Ensuring company policies are followed. Optimizing profits by controlling costs. Hiring, training and developing new employees. Resolving customer issues to their overall satisfaction. Maintaining an overall management style that follows company best practices. Providing leadership and direction to all employees. Ensuring product quality and availability. Preparing and presenting employee reviews. Working closely with the store manager to lead staff. Overseeing retail inventory. Assisting customers whenever necessary. Organizing employee schedule. Ensuring that health, safety, and security rules are followed. Ensuring a consistent standard of customer service. Motivating employees and ensuring a focus on the mission. Maintaining merchandise and a visual plan. Maintaining stores to standards, including stocking and cleaning. Completing tasks assigned by the general manager accurately and efficiently. Supporting store manager as needed.

Handling Digital Calls ( Call Quality Audit Process Adherence) Query resolution and Service request processing at Digital Calls. Service to Sales/Recruitment lead Generation and Conversion. Ensuring 13M 25M persistency collection. Retaining customer coming in for Surrender/ECS/FLC/E2R New Business WIP Management Statutory Compliance Branch Risk Rating Training Certification Measure of Success 1. Total Duration for which the user was active (As per the OD s) 2. No of calls attended by the User (As per the OD s) 3. Average Call handling Time (As per the OD s) 4. Time taken(lag) to pick up the call (As per the OD s) 1. Ensuring timely and accurate resolution ( Reduction in service grievance CXO escalation ) 2. Digital NPS/ Surrender NPS (As per the Goal Sheet) 3. POS decline Management (As per the Goal Sheet) 4. WIP Management 5. S2S/R Lead Generation and follow-up with Distribution till conversion 1. Monthly Calling on 13M 25M Callable base assigned 2. Weekly follow-up with Distribution on Unpaid Cases (Non Contactable/Deferred/Refuse to pay Cases) 1. Surrender Retention both on value Volume. (As per the Goal Sheet) 2. ECS Retention both on value Volume. (As per the Goal Sheet) 3. Free-look retention Value (As per the Goal Sheet) 4. E2R Retention Volume. (As per the Goal Sheet) 1.WIP Management 2. P2A (Paid to Applied) (As per the Goal Sheet) 2. FTR (First Time Right) (As per the Goal Sheet) 3. E-Nach adoption(Online ECS Registration) 4. Agent engagement (NPS) Ensuring Statutory, Compliance and Grievances display in al the respecting mapped branches. Actively take part in training s and ensure clearing all the assigned assessments on stipulated time. Desired qualifications and experience Must have a minimum of 2-3 years Insurance experience of which at least 2 yrs in customer service / operations / Finance. ELIGIBILITY Candidates who have a performance rating of G3V3 have completed 18 months in the current role. FOR LATERAL MOVEMENT, candidate should have completed at least 12 months in the current role have a minimum performance rating of G3V3 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

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 OB 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

Is responsible for productivity of the Defence Unit and for recruitment and development of Rakshak Manager, Rakshak Officers. KEY RESPONSIBILITIES Facilitate creation of effective distribution of officer rakshak as per yearly goal sheet. To meet the revenue targets for the Defence Unit To track the productivity measures as per the GPA Premium per agent , case rate , persistency, Paid cases per agent , YTD appointments , Retention Rate and annual FYP standards. To identify ,interview and select new Rakshak managers Adhere to Rakshak Manager linked sales and service standards Conduct weekly performance review (PRP) for Rakshak managers To ensure retention of Rakshak Managers by formulating their development plans, meeting their training needs and communicating with them on a regular basis. To conduct regular Audits on Defence Activities Help Rakshak Managers in maximizing business from a given Defence Unit/Establishment Supervise the activity plan of Rakshak managers, officer rakshak s agents to ensure that these are fulfilled as per the desired standards To ensure that all Rakshak managers, officer rakshak s and Agents under supervision perform as per the company s rules and regulations 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 Preference 5 Pure defence family back ground(Current Serving personnel) DESIRED QUALIFICATIONS EXPERIENCE Graduate / Post Graduate Over 7 years of experience in sales and sales management, recruitment, supervision and development of people, preferably from defence background KNOWLEDGE / SKILLS / ABILITIES Familiarity with local market Skills in recruitment, supervision development of teams Result orientation Strong network Demonstrated ability in leading people Achievement Orientation

The Bancassurance Department within Axis Max Life Insurance plays a critical role in driving the distribution of life insurance products through our strategic partnership with Yes Bank. This department leverages Yes Bank s existing customer base and infrastructure to offer insurance solutions. Bancassurance Department serves as a bridge between Axis Max Life Insurance Company and Yes Bank, ensuring that insurance products are effectively marketed and sold to a wide customer base, while maintaining high standards of customer service, compliance, and performance. Below is a summary of the key functions typically performed by the Bancassurance Department Sales and Distribution Management Customer Relationship Management Compliance and Regulatory Oversight Job Summary This role involves establishing and strengthening relationships with branch managers and staff to generate leads, the candidate will actively participate in branch activities. The incumbent will be responsible for closing sales and ensuring follow-up on issuance. A key aspect of the role is to increase the bank s customer awareness about life insurance solutions and achieve targeted penetration of cross-sell within the branch s customer base. The candidate will effectively drive reward and recognition programs for bank staff and regularly train them on life insurance concepts and new product introductions. Key Responsibilities Establishing strengthening relationship with branch manager staff to gain leads from them. Involvement in work site activities (putting up stalls and making presentations in corporate. Closing sale and following up on issuance. Increasing bank s customer awareness about Life Insurance solutions and achieve the targeted penetration on cross sell within the branch s customer base. Drive effectively the Reward and recognition programs launched for the bank staff. Train the bank staff regularly on concepts in life insurance and new product introductions. Key skills required Communication skills Strategic thinking Product Knowledge Problem solving Time management Customer relationship management Deal closing skills Goal oriented Customer centricity. Desired qualification and experience Graduate/ Post Graduate in any discipline 2 to 4 years of experience in sales Good communication skills - English regional language (preferred) Age group 22-28 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

Candidate need to sell Max Life Insurance plan.

Career Opportunities Position Branch Relationship Manager Location Department Customer Advisory Team Band 4A Reporting to Territory Manager ( CAT Priority) JOB SUMMARY Is responsible for managing, developing supervising the team with a key focus on Service to sales through relationship management, sales productivity-per-executive, thereby achieving sales service targets. KEY RESPONSIBILITIES Identify, interview and select sales executives with support from HR. To meet the following productivity measures for the unit Premium per executive, case rate, persistency, retention and a high % of executives exceeding planned productivity standards Exceed revenue targets Undertake joint field work with executives and observe/demonstrate successful selling skills Conduct Fortnightly performance review (PRP) with executives Help executives use the GOLD system for maximizing business from a given target market Supervise daily activity plan of all executives to ensure that these are being fulfilled as per the desired levels Ensure that all executives under supervision perform 100% as per the company s rules and regulations wrt. Need based selling, Compliance and Customer service Effectively manage, track and convert leads provided by the in-house telemarketing unit. Engage with customers to provide quick response to customer queries, provide customer service. Assist in Direct customer service policyholder s complaint resolution. Ensure retention of in his allocated book of relations. Educate team/ prospects about MNYL products vis- -vis products of competition to enable them in taking appropriate decisions MEASURES OF SUCCESS Target Achievements (Adj. AFYP, NOP, % Penetration in assigned book of relations of team Product Mix) Team G3 standard productivity (mainly case rate, case size Collections) and % of executives consistently achieving G3 standards. Retention of Team Persistency of Portfolio Process Compliance Timeliness accuracy of reports % Collection (Plan Vs Actual) Complaint Resolution /Customer satisfaction Self Development Induction / Certifications / Trainings / Completion of Licensing DESIRED QUALIFICATIONS AND EXPERIENCE Graduate preferably with an MBA degree Total experience should be 8-10 Yrs with min. 3- 5 years experience in handling of Sales Reps/Agents/DSAs. KNOWLEDGE / SKILLS / ABILITIES Familiarity with the local market Ability to supervise, develop motivate team. Result Orientation Leadership ability Disciplined, structured process driven Career Opportunities Position Branch Relationship Manager Location Department Customer Advisory Team Band 4A Reporting to Territory Manager ( CAT Priority) JOB SUMMARY Is responsible for managing, developing supervising the team with a key focus on Service to sales through relationship management, sales productivity-per-executive, thereby achieving sales service targets. KEY RESPONSIBILITIES Identify, interview and select sales executives with support from HR. To meet the following productivity measures for the unit Premium per executive, case rate, persistency, retention and a high % of executives exceeding planned productivity standards Exceed revenue targets Undertake joint field work with executives and observe/demonstrate successful selling skills Conduct Fortnightly performance review (PRP) with executives Help executives use the GOLD system for maximizing business from a given target market Supervise daily activity plan of all executives to ensure that these are being fulfilled as per the desired levels Ensure that all executives under supervision perform 100% as per the company s rules and regulations wrt. Need based selling, Compliance and Customer service Effectively manage, track and convert leads provided by the in-house telemarketing unit. Engage with customers to provide quick response to customer queries, provide customer service. Assist in Direct customer service policyholder s complaint resolution. Ensure retention of in his allocated book of relations. Educate team/ prospects about MNYL products vis- -vis products of competition to enable them in taking appropriate decisions MEASURES OF SUCCESS Target Achievements (Adj. AFYP, NOP, % Penetration in assigned book of relations of team Product Mix) Team G3 standard productivity (mainly case rate, case size Collections) and % of executives consistently achieving G3 standards. Retention of Team Persistency of Portfolio Process Compliance Timeliness accuracy of reports % Collection (Plan Vs Actual) Complaint Resolution /Customer satisfaction Self Development Induction / Certifications / Trainings / Completion of Licensing DESIRED QUALIFICATIONS AND EXPERIENCE Graduate preferably with an MBA degree Total experience should be 8-10 Yrs with min. 3- 5 years experience in handling of Sales Reps/Agents/DSAs. KNOWLEDGE / SKILLS / ABILITIES Familiarity with the local market Ability to supervise, develop motivate team. Result Orientation Leadership ability Disciplined, structured process driven

Job Description Job Code Position Associate Sales Manager - Bancassurance Reporting To Department Axis Function Axis Sales Location Band 5A 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 Associate Sales Manager - Bancassurance Reporting To Department Axis Function Axis Sales Location Band 5A 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 SUMMARY - Manages a Region for Corporate Salary TASC collaborates with the objective to support and contribute to Axis bank strategy, achieve operations excellence, ensure systems are deployed and help build these channels WITHIN the company guidelines and achieve business targets. KEY RESPONSIBILITIES- Build relationship with key Axis Bank Stake holders and drive partner sales team to achieve desired output of activation, business and other key parameters through regular engagement. Responsible for Business Target achievement of the Region. Provide inputs to the Regional LS Head and make plans for achievement in order to support and contribute to Axis Bank Strategy. Should work very closely and in tandem with Regional Head -CSG, TASC and ADM to produce best result. Maintain Customer Parameter Persistency, Leakage and Grievance Incidence Rate. To provide Analysis of the performance, highlights of these channels by participating through weekly PRPs with National Head - CSG and respective Regional Head (LS) and ZVP. Co-create and implement recognition platforms in order to build a capable and motivated team in the AXIS Bank resources. Liaise with training team and regional trainer, ensuring product training departed to all sellers including Axis Bank resources. Daily updates in alignment with Axis vertical heads on focused business Parameters-Business Plan, Branch Seller Activation and persistency and thereby tracking the performance in all the vectors. Ensuring Circle/Cluster visits to optimize performance and enhance relationship. Deploy and monitor implementation specifically Bank staff contests/RR in order to accelerate revenue generation with the Channel. Measures of Success Business Plan- Adj MFYP (Rs.) - Plan v/s Actual Adj MFYP (Rs.) Worksite - Plan V/s Actual Activation plan- Seller Activation (%) - Plan Vs Actual Protection Sales -- Plan v/s Actual Annuity Sales - Plan v/s Actual Persistency Plan v/s Actual Customer centricity and satisfaction Effective Management of Customer As per Plan Key Relationships (Internal /External) Effective Management of Internal External Customer Handling Customer Complaints Key competencies/skills required Relationship Management, Leading people, Effective Management of Process and Input Management, Strong insurance domain knowledge.. Desired qualification and experience- Master of Business Administration or equivalent. 8-10 years of experience in intensive Distribution, Channel Management, Prior experience in insurance essential. Result Orientation, Customer Centricity, Technical Expertise, Managerial Expertise, Problem Solving, Role Modeling Core Values. JOB SUMMARY - Manages a Region for Corporate Salary TASC collaborates with the objective to support and contribute to Axis bank strategy, achieve operations excellence, ensure systems are deployed and help build these channels WITHIN the company guidelines and achieve business targets. KEY RESPONSIBILITIES- Build relationship with key Axis Bank Stake holders and drive partner sales team to achieve desired output of activation, business and other key parameters through regular engagement. Responsible for Business Target achievement of the Region. Provide inputs to the Regional LS Head and make plans for achievement in order to support and contribute to Axis Bank Strategy. Should work very closely and in tandem with Regional Head -CSG, TASC and ADM to produce best result. Maintain Customer Parameter Persistency, Leakage and Grievance Incidence Rate. To provide Analysis of the performance, highlights of these channels by participating through weekly PRPs with National Head - CSG and respective Regional Head (LS) and ZVP. Co-create and implement recognition platforms in order to build a capable and motivated team in the AXIS Bank resources. Liaise with training team and regional trainer, ensuring product training departed to all sellers including Axis Bank resources. Daily updates in alignment with Axis vertical heads on focused business Parameters-Business Plan, Branch Seller Activation and persistency and thereby tracking the performance in all the vectors. Ensuring Circle/Cluster visits to optimize performance and enhance relationship. Deploy and monitor implementation specifically Bank staff contests/RR in order to accelerate revenue generation with the Channel. Measures of Success Business Plan- Adj MFYP (Rs.) - Plan v/s Actual Adj MFYP (Rs.) Worksite - Plan V/s Actual Activation plan- Seller Activation (%) - Plan Vs Actual Protection Sales -- Plan v/s Actual Annuity Sales - Plan v/s Actual Persistency Plan v/s Actual Customer centricity and satisfaction Effective Management of Customer As per Plan Key Relationships (Internal /External) Effective Management of Internal External Customer Handling Customer Complaints Key competencies/skills required Relationship Management, Leading people, Effective Management of Process and Input Management, Strong insurance domain knowledge.. Desired qualification and experience- Master of Business Administration or equivalent. 8-10 years of experience in intensive Distribution, Channel Management, Prior experience in insurance essential. Result Orientation, Customer Centricity, Technical Expertise, Managerial Expertise, Problem Solving, Role Modeling Core Values.

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

Job Description Job Code Position Associate Sales Manager - Bancassurance Reporting To Department Axis Function Axis Sales Location Band 5A 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 Associate Sales Manager - Bancassurance Reporting To Department Axis Function Axis Sales Location Band 5A 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 Position Cluster Manager/ Deputy Cluster Manager / Area Manager Incumbent Name Department Axis Function Axis Sales Reporting to Circle Relationship Manager AVP Band 4/4A Location XYZ Team size (D/I) 12-15 DRs JOB SUMMARY - Manages a large cluster, collaborates with the objective to support and contribute to Axis bank strategy, achieve operations excellence, ensure systems are deployed and help build the channel WITHIN the company guidelines and the achieve business targets. KEY RESPONSIBILITIES- Relationship Management with the Axis Circle Head, Circle Business Managers, Segment Heads and Branch Heads With the advent of cluster formation relationship management with the Branch Heads in order to achieve business targets and builds a progressive partnership with the bank. Provide inputs to the CRM and make plans for achievement in order to support and contribute to Axis Bank Strategy. Periodic Analysis of the performance, Counsel and Mentor performance, Conduct Fortnightly PRPs with the RA and ASMs and Facilitate performance management. Co-create and implement recognition platforms in order to build a capable and motivated team in the AXIS Bank resources. Liaise with training team and circle trainer, ensuring product training departed to all sellers including Axis Bank resources. Daily updates in alignment with Axis Clusters of focused business parameters-Business Plan, Branch Seller Activation and persistency and thereby tracking the performance in all the vectors. Ensuring Branch visits to the top branches, whose %ge achievement on budget is lower than the smaller branches, and come out with the strategy. Deploy the BOLD system to own team 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. Driving the Axis 2.0 Vision and ensuring the highest usage of LMS activity by the team. Deploy and monitor implementation specifically Bank staff contests/RR in order to accelerate revenue generation with the Channel. Measures of Success Business Plan- WPC (Rs.) - Plan v/s Actuals OA Share- Counter Share of MLI at Channel Partner s end Persistency- 13th month Persistency (%) - >82.5 and as per plan Retain Talent 1. Retention rate - 70%, (as per HR formula) ; G2M2 retention - >85%. Key Relationships (Internal /External) Effective Management of People Customer Retain talent - - 70%, (as per HR formula) Handling Customer Complaints Key competencies/skills required Relationship, Leading people, Effective Management of Process Desired qualification and experience- Master of Business Administration or equivalent. 3 to 5 years of experience in intensive Distribution, Channel Management, Prior experience in insurance essential. Result Orientation, Customer Centricity, Technical Expertise, Managerial Expertise, Problem Solving, Role Modeling Core Values. Org Chart- NRH ZVP CRM AVP DCM/ CM/ ARM RA/ ASM Job Description Position Cluster Manager/ Deputy Cluster Manager / Area Manager Incumbent Name Department Axis Function Axis Sales Reporting to Circle Relationship Manager AVP Band 4/4A Location XYZ Team size (D/I) 12-15 DRs JOB SUMMARY - Manages a large cluster, collaborates with the objective to support and contribute to Axis bank strategy, achieve operations excellence, ensure systems are deployed and help build the channel WITHIN the company guidelines and the achieve business targets. KEY RESPONSIBILITIES- Relationship Management with the Axis Circle Head, Circle Business Managers, Segment Heads and Branch Heads With the advent of cluster formation relationship management with the Branch Heads in order to achieve business targets and builds a progressive partnership with the bank. Provide inputs to the CRM and make plans for achievement in order to support and contribute to Axis Bank Strategy. Periodic Analysis of the performance, Counsel and Mentor performance, Conduct Fortnightly PRPs with the RA and ASMs and Facilitate performance management. Co-create and implement recognition platforms in order to build a capable and motivated team in the AXIS Bank resources. Liaise with training team and circle trainer, ensuring product training departed to all sellers including Axis Bank resources. Daily updates in alignment with Axis Clusters of focused business parameters-Business Plan, Branch Seller Activation and persistency and thereby tracking the performance in all the vectors. Ensuring Branch visits to the top branches, whose %ge achievement on budget is lower than the smaller branches, and come out with the strategy. Deploy the BOLD system to own team 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. Driving the Axis 2.0 Vision and ensuring the highest usage of LMS activity by the team. Deploy and monitor implementation specifically Bank staff contests/RR in order to accelerate revenue generation with the Channel. Measures of Success Business Plan- WPC (Rs.) - Plan v/s Actuals OA Share- Counter Share of MLI at Channel Partner s end Persistency- 13th month Persistency (%) - >82.5 and as per plan Retain Talent 1. Retention rate - 70%, (as per HR formula) ; G2M2 retention - >85%. Key Relationships (Internal /External) Effective Management of People Customer Retain talent - - 70%, (as per HR formula) Handling Customer Complaints Key competencies/skills required Relationship, Leading people, Effective Management of Process Desired qualification and experience- Master of Business Administration or equivalent. 3 to 5 years of experience in intensive Distribution, Channel Management, Prior experience in insurance essential. Result Orientation, Customer Centricity, Technical Expertise, Managerial Expertise, Problem Solving, Role Modeling Core Values. Org Chart- NRH ZVP CRM AVP DCM/ CM/ ARM RA/ ASM

JOB DESCRIPTION Job Title Associate Sales Manager Band 5A Reporting To Centre Manager Department Broking Channel JOB SUMMARY Takes responsibility of fulfilling leads & prospecting new business from the assigned areas/ branches of channel partner KEY RESPONSIBILITIES Establishing & strengthening relationship with branch manager & staff to gain leads from them. Involvement in work site activities (putting up stalls and making presentations in corporate. Closing sale and following up on issuance. Increasing bank s customer awareness about Life Insurance solutions and achieve the targeted penetration on cross sell within the branch s customer base. Drive effectively the Reward and recognition programs launched for the bank staff. Train the bank staff regularly on concepts in life insurance and new product introductions. MEASURES OF SUCCESS Adjusted MFYP (Modal first year premium) Number of policies Business Leakage including cancellations 15th Month collection MINIMUM/SPECIFIC EXPERIENCE Graduate/ Post Graduate in any discipline 0.6 to 2/2 to 3/3-4 years of experience in sales for 5/ 5Arespectively Good communication skills - English & regional language (mandatory) Age group 21-32 years Preferably has own conveyance JOB DESCRIPTION Job Title Associate Sales Manager Band 5A Reporting To Centre Manager Department Broking Channel JOB SUMMARY Takes responsibility of fulfilling leads & prospecting new business from the assigned areas/ branches of channel partner KEY RESPONSIBILITIES Establishing & strengthening relationship with branch manager & staff to gain leads from them. Involvement in work site activities (putting up stalls and making presentations in corporate. Closing sale and following up on issuance. Increasing bank s customer awareness about Life Insurance solutions and achieve the targeted penetration on cross sell within the branch s customer base. Drive effectively the Reward and recognition programs launched for the bank staff. Train the bank staff regularly on concepts in life insurance and new product introductions. MEASURES OF SUCCESS Adjusted MFYP (Modal first year premium) Number of policies Business Leakage including cancellations 15th Month collection MINIMUM/SPECIFIC EXPERIENCE Graduate/ Post Graduate in any discipline 0.6 to 2/2 to 3/3-4 years of experience in sales for 5/ 5Arespectively Good communication skills - English & regional language (mandatory) Age group 21-32 years Preferably has own conveyance

JOB SUMMARY Direct customer service and sales to existing MLI customers through relationship building. Existing Customer database will be provided by company. KEY RESPONSIBILITIES Service through relationship management Establishing and strengthening relationship with the allocated customer base. Ensure retention of his/her allocated Book of Relations (existing customer database). Act as single point of contact for customers for any customer walk-in/query/complaint. Identify financial goals of customers and providing financial planning assistance. Competition Analysis for giving professional advice to customer Fix self-appointments every day from the given customer database as per the campaign Sales Focus on cross-sell & up-sell opportunity in allocated customers and walk-ins MEASURES OF SUCCESS TAT adherence for updating System - CSG Successful completion of cross-sell/ up-sell Business Goals month on month Collection of payment/premium from 91-180 days due policies Complaint Resolution /Customer satisfaction Achievement of Retention Targets > 45 unique customer meetings in a month More than 90% attendance (of total working days) Successfully score >=80% in the Functional Trainings imparted DESIRED QUALIFICATIONS AND EXPERIENCE Graduate with 1 - 3 years experience in sales of Insurance/ Mutual Fund/ CASA/ Investments/ Loans/ Real Estate. Minimum 6 months exposure to Life Insurance Age Bracket 25-32 years Must own a conveyance KNOWLEDGE / SKILLS / ABILITIES Process & Result orientation Customer centricity & relationship building Basic Computer Knowledge. Good communication skills- English and regional language JOB SUMMARY Direct customer service and sales to existing MLI customers through relationship building. Existing Customer database will be provided by company. KEY RESPONSIBILITIES Service through relationship management Establishing and strengthening relationship with the allocated customer base. Ensure retention of his/her allocated Book of Relations (existing customer database). Act as single point of contact for customers for any customer walk-in/query/complaint. Identify financial goals of customers and providing financial planning assistance. Competition Analysis for giving professional advice to customer Fix self-appointments every day from the given customer database as per the campaign Sales Focus on cross-sell & up-sell opportunity in allocated customers and walk-ins MEASURES OF SUCCESS TAT adherence for updating System - CSG Successful completion of cross-sell/ up-sell Business Goals month on month Collection of payment/premium from 91-180 days due policies Complaint Resolution /Customer satisfaction Achievement of Retention Targets > 45 unique customer meetings in a month More than 90% attendance (of total working days) Successfully score >=80% in the Functional Trainings imparted DESIRED QUALIFICATIONS AND EXPERIENCE Graduate with 1 - 3 years experience in sales of Insurance/ Mutual Fund/ CASA/ Investments/ Loans/ Real Estate. Minimum 6 months exposure to Life Insurance Age Bracket 25-32 years Must own a conveyance KNOWLEDGE / SKILLS / ABILITIES Process & Result orientation Customer centricity & relationship building Basic Computer Knowledge. Good communication skills- English and regional language

JOB DESCRIPTION Job Title Relationship Associate/ Associate Sales Manager/Financial Sales Manager Band 5/5A/5B Reporting To Centre Manager Department Bancassurance - Yes Bank JOB SUMMARY Takes responsibility of fulfilling leads & prospecting new business from the assigned areas/ branches of channel partner KEY RESPONSIBILITIES Establishing & strengthening relationship with branch manager & staff to gain leads from them. Involvement in work site activities (putting up stalls and making presentations in corporate. Closing sale and following up on issuance. Increasing bank s customer awareness about Life Insurance solutions and achieve the targeted penetration on cross sell within the branch s customer base. Drive effectively the Reward and recognition programs launched for the bank staff. Train the bank staff regularly on concepts in life insurance and new product introductions. MEASURES OF SUCCESS Adjusted MFYP (Modal first year premium) Number of policies Business Leakage including cancellations 15th Month collection MINIMUM/SPECIFIC EXPERIENCE Graduate/ Post Graduate in any discipline 0.6 to 2/2 to 3/3-4 years of experience in sales for 5/ 5Arespectively Good communication skills - English & regional language (mandatory) Age group 21-28 years Preferably has own conveyance JOB DESCRIPTION Job Title Relationship Associate/ Associate Sales Manager/Financial Sales Manager Band 5/5A/5B Reporting To Centre Manager Department Bancassurance - Yes Bank JOB SUMMARY Takes responsibility of fulfilling leads & prospecting new business from the assigned areas/ branches of channel partner KEY RESPONSIBILITIES Establishing & strengthening relationship with branch manager & staff to gain leads from them. Involvement in work site activities (putting up stalls and making presentations in corporate. Closing sale and following up on issuance. Increasing bank s customer awareness about Life Insurance solutions and achieve the targeted penetration on cross sell within the branch s customer base. Drive effectively the Reward and recognition programs launched for the bank staff. Train the bank staff regularly on concepts in life insurance and new product introductions. MEASURES OF SUCCESS Adjusted MFYP (Modal first year premium) Number of policies Business Leakage including cancellations 15th Month collection MINIMUM/SPECIFIC EXPERIENCE Graduate/ Post Graduate in any discipline 0.6 to 2/2 to 3/3-4 years of experience in sales for 5/ 5Arespectively Good communication skills - English & regional language (mandatory) Age group 21-28 years Preferably has own conveyance

Max Life Insurance Company Limited is looking for Senior Rakshak Manager to join our dynamic team and embark on a rewarding career journey Team Leadership Manage and lead a team of employees, providing direction, guidance, and support to achieve departmental or organizational goals Planning and Strategy Develop strategic plans, set goals, and create action plans to accomplish business objectives Operations Management Oversee day-to-day operations, ensuring efficient workflow, resource allocation, and adherence to policies and procedures Budgeting and Financial Management Manage budgets, allocate resources, monitor expenses, and contribute to financial planning Performance Management Set performance expectations, conduct performance evaluations, and provide coaching and feedback to team members Project Management Plan, execute, and monitor projects, ensuring timely completion, quality, and alignment with objectives

Max Life Insurance Company Limited is looking for Deputy Manager to join our dynamic team and embark on a rewarding career journey 1 Assisting the Manager in planning, directing, and coordinating the activities of the team or department 2 Managing and supervising employees, including training, performance management, and career development 3 Ensuring compliance with company policies, procedures, and regulations 4 Assisting with budget preparation, tracking, and management

Max Life Insurance Company Limited is looking for Deputy Manager to join our dynamic team and embark on a rewarding career journey 1 Assisting the Manager in planning, directing, and coordinating the activities of the team or department 2 Managing and supervising employees, including training, performance management, and career development 3 Ensuring compliance with company policies, procedures, and regulations 4 Assisting with budget preparation, tracking, and management