Role & responsibilities Managing office administration assets and upkeep of the same. Agents Contracting New Business Processing Banking of Initial & Renewal Premium Managing Petty cash & vendor payments Retention of Surrender Requests Execution of all Service Requests - Post Policy Issuance Reverting on customer queries and complaints Maintaining high NPS Scores Life and Health Claims processing Handling compliance issues Audit Rating Preferred candidate profile Graduate / Post-Graduate in any discipline. 2-3 years experience handling front end customer services Knowledge of service quality is required Language's required Malayalam Tamil English

Will be responsible for meeting sales target through Bank s FOS. Will be responsible for maintaining relationships with all constituents in the Bank Branch Keeping accurate record of referrals received form all constituents in the bank branch. Shall adhere to agree TATs on first customer contact and follow-ups from the date of the lead being registered. Shall approach him/herself at least 5 new customers in the bank branch each day. 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. Shall train the bank staff regularly on concepts in life insurance and new product introductions. Achieving Business Target milestones - AFYP / Blended premium, and no. of cases. Relationship with Bank Branch Manager Effective Lead generation and meet value / number targets

Key Responsibilities: Publish MIS and Dashboards daily to monitor closure and resolution TAT. WIP management: Manage the overall WIP and TAT as per the company grid. Able to prepare MBR (Monthly Business review) report monthly. Leadership and People Management: Ability to motivate, inspire, and guide teams to meet goals and deliver excellent service. Coaching and Development: Helping team members improve their performance through feedback, training, and career development. Excellent communication Skills. Customer-Centric Mindset: Understanding and anticipating customer needs, ensuring their concerns are addressed in a timely manner. Problem-Solving Skills: Quickly identifying root causes of problems and creating actionable solutions. Performance Monitoring: Regularly reviewing performance indicators (such as CSAT, Net Promoter Scores, response times, etc.) and implementing improvement plans. Handling Difficult Situations: Managing high-stress or sensitive customer service issues, ensuring calm and effective resolution. Ensure adherence to documented processes, procedures and controls Liaise with other support units in Home Office (such as Operations, Products, Actuaries, Finance, Admin, IT) to ensure that all local queries/complaints are resolved\ Measure of Success: Customer satisfaction scores Agent satisfaction scores TAT of Customer query resolution as per defined SLA 100% compliance to standards. Desired qualifications and experience: Graduate with 3.5 - 8 years experience in operations / customer service. Knowledge and skills required: Customer centricity Excellent communication skills Good command on excel Basic analytical skills

Recruitment Selection Identifying future hiring needs and developing job descriptions and specifications Source and recruit candidates by using databases, social media etc. Screen candidates resumes and job applications Conducting interviews and sorting through applicants to fill open positions. Facilitate the offer process by extending the offer and negotiating employment terms Completing paperwork for new hires Prepare recruitment materials and post jobs to appropriate job board/newspapers/colleges etc. Recruitment Selection Identifying future hiring needs and developing job descriptions and specifications Source and recruit candidates by using databases, social media etc. Screen candidates resumes and job applications Conducting interviews and sorting through applicants to fill open positions. Facilitate the offer process by extending the offer and negotiating employment terms Completing paperwork for new hires Prepare recruitment materials and post jobs to appropriate job board/newspapers/colleges etc.

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. MEASURES OF SUCCESS Hiring and driving activation of Top Advisors/Financial Distributors from competition Career Seminars / Meetings with Top Advisors/ Financial Distributors Meeting Sales and Recruitment Plan consistently Persistency Advisor Productivity Retention Adhering to Input behaviors KEY RELATIONSHIPS Circle Head -Elite Vertical Ops Team (CET and DSDO) Training and Development Human Resources KNOWLEDGE/SKILLS/ABILITIES Strong relationship building capability Go-getter attitude Result orientation Passionate towards Sales DESIRED QUALIFICATION AND EXPERIENCE Graduate with 5+ years of experience, at least 3 years experience in insurance sector Proven record of leading Front-Line Sales in Financial Services, preferably in Insurance Should have similar market exposure and experience in process driven, quality sales organizations Familiarity with skills in recruitment, driving sales and activation ORG CHART CEO DMD Head Agency Regional Manager / CVP Head - Elite Vertical (dotted line) Circle Head - Elite Vertical ADM Elite Vertical Job Description Position ADM - Elite Vertical Incumbent NA Department Agency Function Agency Reporting to Circle Head - Elite Vertical Band 4 / 4A Location Multiple Locations - Pan India Team size (D/I) NA

Opportunity to be associated with MAX Life Insurance Pvt. Ltd. As Business Development Manager and build a distribution enterprise. Responsible for recruiting and managing a team of Leader and agents. Responsible for recruiting a team of Leaders, who will recruit agents and agents will source direct business. Key Responsibilities/ Key Deliverables 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 RR 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 Measures of Success Building a chain of successful leaders (Financial Executives) Recruitment (contracted agents) numbers Add-on of AFYP number of cases in the team. Add-on of number of new agency associates Case Rate Case Size Agent satisfaction survey Accuracy and timeliness of information Key Relationships (Internal / External) HO co-ordination Sales promotion activities Assist in overall running of the Office Desired qualification and experience Job Specifications Overall experience of 4-6years Preference will be given to candidates having man management experience Should have minimum of 2 years of sales experience. Minimum Graduation in any discipline, MBA will be an added advantage. KEY COMPETENCIES/SKILLS REQUIRED Selling Skills Relationship Building skills Coaching and Developing Team Result Orientation Resilience Discipline Demonstrating Adaptability

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

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

Max Life Insurance Company Limited is looking for Associate Sales Manager - Bancassurance to join our dynamic team and embark on a rewarding career journey. Achieve growth and hit sales targets by successfully managing the sales team Design and implement a strategic business plan that expands companys customer base and ensure it s strong presence Own recruiting, objectives setting, coaching and performance monitoring of sales representatives Build and promote strong, long-lasting customer relationships by partnering with them and understanding their needs Present sales, revenue and expenses reports and realistic forecasts to the management team Identify emerging markets and market shifts while being fully aware of new products and competition status

KEY RESPONSIBILITIES Service through relationship management • Establishing and strengthening relationship with the allocated customer base. • Ensure retention of customers in his/her allocated Book of Relations” (existing customer database). • Act as single point of contact for customers for any customer query/complaint. • Identify financial goals of customers and providing financial planning assistance. • Competition Analysis for giving professional advice to customer • Fix self appointments everyday from the given customer database as per the campaign Sales • Focus on cross-sell & up-sell opportunity in allocated customers. Ensure successful completion of licensing as per MLI standards

KEY RESPONSIBILITIES Service through relationship management • Establishing and strengthening relationship with the allocated customer base. • Ensure retention of customers in his/her allocated Book of Relations” (existing customer database). • Act as single point of contact for customers for any customer query/complaint. • Identify financial goals of customers and providing financial planning assistance. • Competition Analysis for giving professional advice to customer • Fix self appointments everyday from the given customer database as per the campaign Sales • Focus on cross-sell & up-sell opportunity in allocated customers. Ensure successful completion of licensing as per MLI standards

R ole Summary: The role involves managing the Program Office and working closely with Axis Max Life CxOs, especially with CEO and CFO, as well as Axis Max Life Board and Shareholders. This is a high visibility role which requires a detail/task/project-oriented person who can assume a variety of roles and responsibilities in the areas of Program Management and Strategic Problem solving. The candidate will play a critical role in the driving companys strategy and support growth and profitability aspirations. Role & Responsibilities: Board and Shareholder Management Preparing periodic performance updates to board and shareholders on quarterly financials, forecasts, budget and future focus areas. Key responsibilities include Storyboarding/ defining performance narrative that CEO should present Conduct required data analysis for the update and seeking required update/ details from the business and functional leaders Support information disseminating between internal organization and Board Support leadership in conducting strategy sessions with board/ shareholders which will include agenda & business calendar planning, preparation of prioritized strategy discussion documents in collaboration with senior leadership Drive Strategic Planning Process Support CEO in driving planning process to define short/medium/long term strategy Preparing forward looking business guidance including Assessment of key trends and drivers market and competition Building PoV on what should Axis Max Lifes aspirations be in short/ medium/ long term Levers of growth required to pursue the strategy Basis the overall CEO guidance, drive business planning process along with relevant teams to define detailed operating plans and oversee planning calendar; engage and align with functions/ channels on the same Support CEO/ CFO in engaging and aligning with Axis Max Life shareholders and Board for business plan approval Support in responding promptly and accurately to inquiries from shareholders/ independents regarding performance and strategy Provide strategic inputs (on behalf of CEO/CFO) in preparation of Annual Report, Investor Presentation, Market Intelligence Reports, CEO regulator, functional / channel leadership events, media and other external releases, etc. Monitor key performance indicators (KPIs) & Measures of Success (MOS) to measure the organization's progress toward its strategic objectives Manage business performance governance - Building business understanding and driving organization performance through: Facilitating the creation of relevant business dashboards for the executive management Defining/ updating performance review templates for business functions/ sales channels that should be used for providing performance update to the executive management Conducting and sharing independent critical performance assessment (across functions/ channels) with the CEO, highlighting the things going well and things requiring focus Anchor the Market Intelligence Process Monitor and analyze market trends, competitor activities, and industry developments that may impact the company's performance and valuation Tracking market and competition performance Establishing/ cultivating sources of information, building industry connects for relevant market and competition data and maintaining open lines of communication Conducting relevant analysis to draw insights on performance trends (player wise and market level) Sharing regular industry / market related updates with Senior Leadership Keeping tab on the future industry trends and drivers to identify new areas of growth Tracking other critical areas - macro economic trends, regulatory environment and developments in insurance industry and trends/ developments in the financial services to proactively identify potential impact on own business Acting as the single source of truth for the organization for market intelligence and challenging higher performance Maintaining confidentiality of sensitive information and handling issues with discretion Preferred Candidate Profile MBA with 3+ years of experience (post MBA) Prior experience in consulting / corporate strategy/ CEO office Demonstrated ability to build and maintain strong relationships with key stakeholders and prior experience of working with senior stakeholders Experience in program/ project planning, execution, and evaluation Excellent skills in MS Excel and MS PowerPoint with the ability to translate complex financial data into clear and concise messages Life insurance experience is an added advantage, but not mandatory

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

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 new agent hiring Implementation of MLI GOLD process and adhere to the business norms Follow agent 9 pointer hiring mechanism & other hiring norms 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 o 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. CTC 2 .00 LPA to 3. 50 LPA Candidate Specification Age between 24-3 8 years Work experience not less then 2 years in sales. Job Description - Associate Agency Development Manager Job Summary for Agent Recruitment Agent Development Meet Business targets Customer Centricity

Develop various sources of agent hiring and build a team of Agents. Ensure product knowledge by Max Life Insurance ways of training. Field demonstration (FODs). Work closely with 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 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 G.O Experience- 2-6 years in Sales MINIMUM EDUCATION Graduate preferably with an MBA MINIMUM/SPECIFIC EXPERIENCE Graduate preferably with an MBA If MBA, minimum of 6 years of experience in sales and sales management, recruitment, supervision and development of people. A graduate should have a minimum of 7-8 years of experience in the above domain. Should have local market exposure and experience in process driven, quality sales organizations Graduate preferably with an MBA .

Responsible for Agent Recruitment Agent Development Meet Business targets Customer Centricity Key Responsibilities/ Key Deliverables 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 new agent hiring Implementation of MNYL GOLD process and adhere to the business norms Follow agent 9 pointer hiring mechanism & other hiring norms Agent Development Ensure product knowledge by MNYL 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 MNYL brand ambassador & a customer champion Follow MNYL 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 MNYL standard. Desired Competencies Sourcing & Selection capability Nurturing & Developing talent Result orientation Customer centricity Planning & ExecutionMOS Achievement of business plan & GPA Recruitment / Development & Activisation of agent as per plan. Persistancy as per MNYL grid Achieve GOLD Score as per MNYL standard Number of EC/MDRT agent Measures of Success Achievement of business plan & GPA Recruitment / Development & Activisation of agent as per plan. Number of EC/MDRT agent

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.

Role & Responsibilities: Group Reporting - Fit for consolidation financials for group reporting (IND AS complied) Coordinating with Holding Company team for queries, data requirement etc. Regulatory Reporting (IGAAP and Ind AS) - Managing regulatory reporting to IRDAI ex. BAP submission, public disclosures, Life Council reporting, new business certificate, BAP operational, any other adhoc requirement from IRDAI etc. Managing Statutory Audit - Handling quarterly Statutory audit by joint statutory auditors (One auditor is Big 4 CA form) Internal Control Framework (ICF) - Ensuring ICF framework update all the time with respect to process and system changes. SEBI Compliances - Company having listed debentures. Ensure timely SEBI compliances w.r.t to listed debentures. Project Management - Planning and overseeing projects to ensure they are completed in a timely manner and within budget System Enhancements - Testing of system requirements, evaluate new requirements and providing CRs to IT, liase with IT for resolution of defects and delivery Preferred Candidate Profile Chartered Accountant (CA) Minimum 10 years of relevant experience Post Qualification Life Insurance Experience in Financial Reporting / Regulatory reporting Good knowledge of IND AS, IND AS 117 , IFRS, IFRS Reporting, IFRS 17 , Accounting Practices and Standards, SEBI and IRDAI Regulations etc.

Role & 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 companys 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 policyholders 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 Preferred candidate profile Perks and benefits

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