For more information contact or WhatsApp on 8849137330Job DescriptionJob Code:PositionAADMReporting ToSr. Associate Partner Mgt / PartnerDepartmentAgencyFunctionAgency SalesLocationBand5AAbout Max Life Insurance:''Max Life Insurance, one of the leading non-bank promoted private life insurers, is a joint venture between Max Financial Services Ltd. and Mitsui Sumitomo Insurance Co. Ltd. Max Financial Services Ltd. is part of the Max Group, which is a leading Indian multi-business corporation, while Mitsui Sumitomo Insurance is a member of the MS&AD Insurance Group, which is amongst the leading insurers in the world. Max Life Insurance offers comprehensive long term savings, protection and retirement solutions through its high quality agency distribution and multi-channel distribution partners. A financially stable company with a strong track record over the last 15 years, Max Life Insurance offers superior investment expertise. Max Life Insurance has the vision 'To be the most admired life insurance company by securing the financial future of our customers'. The company has a strong customer-centric approach focused on advice-based sales and quality service delivered through its superior human capital. Max Life sum assured of Rs. 7,03,972 crore and Asset Under Management of Rs. 62,798 crore for FY18-19. "CaringAn 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.CollaborationA value which is all about being boundary-less in approach by going beyond ones direct responsibilities to achieve functional and organizational goals. It is about believing & creating opportunities for self and others to improve working relationships.Customer ObessionIt 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 MindsetA 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:Responsible for Agent RecruitmentAgent DevelopmentMeet Business targetsCustomer 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 agentMeasures of Success:q Achievement of business plan & GPAq Recruitment / Development & Activisation of agent as per plan.q Number of EC/MDRT agent

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

Role & responsibilities 1) Sourcing & screening resumes from all sources as per the company's criteria 2) Sharing resumes with Line managers for further interviews 3) Document collection for enabling offer discussions 4) Rolling out offers from ATS post negotiation 5) Providing requisite onboarding assistance for candidatesPreferred candidate profile 1) Post Graduate with minimum 1 year of experience in recruitment 2) Should have worked on ATSPerks and benefits

Direct customer service and sales to existing MLI customers through relationship building. Existing Customer database will be provided by company (called the Book of Relations- BoR). KEY RESPONSIBILITIES Service through relationship management Establishing and strengthening relationship with the allocated customer base. Ensure retention of 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 MEASURES OF SUCCESS TAT adherence for updating System - CRM Next 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 Assistant Manager - Customer Advisory Team 1.5 - 2 years in sales of Insurance/ Mutual Fund/ CASA/ Investments/ Loans/ Real Estate. Minimum 6 months exposure to Life Insurance Age Bracket 25-30 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

Roles and ResponsibilitiesJob DescriptionPosition: AADMDepartment: Agency Function: Agency SalesLocation: Bellary, Shimoga and Gulbarga About Max Life Insurance:''Max Life Insurance, one of the leading non-bank promoted private life insurers, is a joint venture between Max Financial Services Ltd. and Mitsui Sumitomo Insurance Co. Ltd. Max Financial Services Ltd. is part of the Max Group, which is a leading Indian multi-business corporation, while Mitsui Sumitomo Insurance is a member of the MS&AD Insurance Group, which is amongst the leading insurers in the world. Max Life Insurance offers comprehensive long term savings, protection and retirement solutions through its high quality agency distribution and multi-channel distribution partners. A financially stable company with a strong track record over the last 15 years, Max Life Insurance offers superior investment expertise. Max Life Insurance has the vision 'To be the most admired life insurance company by securing the financial future of our customers'. The company has a strong customer-centric approach focused on advice-based sales and quality service delivered through its superior human capital. Max Life sum assured of Rs. 7,03,972 crore and Asset Under Management of Rs. 62,798 crore for FY18-19. "CaringAn 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.CollaborationA value which is all about being boundary-less in approach by going beyond ones direct responsibilities to achieve functional and organizational goals. It is about believing & creating opportunities for self and others to improve working relationships.Customer ObessionIt 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 MindsetA 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:Responsible for1) Agent Recruitment2) Agent Development3) Meet Business targets4) Customer CentricityKey Responsibilities/ Key Deliverables:1) Agent RecruitmentDevelop various sources of agent hiring & build a team of agent & agent pipeline.Conduct activity to enhance existing agent footfall to generate fresh referral for new agent hiringImplementation of MNYL GOLD process and adhere to the business normsFollow agent 9 pointer hiring mechanism & other hiring normsMeasures of Success:Achievement of business plan & GPARecruitment / Development & Activisation of agent as per plan.Number of EC/MDRT agent2) Agent DevelopmentEnsure product knowledge by MNYL ways of training Field demonstration (FODs)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 same3) Meet Business TargetsAchievement of monthly, quarterly & yearly business plans.Improve agent productivity & persistency by regular PRP/IID/GID etcEnsure companies product mix sales ration and adhere to the business norms.Maintain agent pro activity as per business plan4) Customer CentricityBe MNYL brand ambassador & a customer championFollow MNYL sales practice to develop deep customer loyaltyHold periodical customer meet to understand customer pulse & need Ensure customer queries are responded to satisfactorily as per MNYL standard.Desired CompetenciesSourcing & Selection capabilityNurturing & Developing talentResult 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 agentPerks and Benefits Insurance Mediclaim Performance based IncentivesContact Person: Rohini Maria AContact Number : 7022159198

Career Opportunities Position AM - Customer Advisory Team Asst Manager- 5A Department Customer Advisory Team Reporting to Branch Relationship Management JOB SUMMARY Direct customer service and sales to existing MLI customers through relationship building. Existing Customer database will be provided by company (called the Book of Relations- BoR). KEY RESPONSIBILITIES Service through relationship managementEstablishing and strengthening relationship with the allocated customer base.Ensure retention of 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 SalesFocus on cross-sell & up-sell opportunity in allocated customers.Ensure successful completion of licensing as per MLI standards MEASURES OF SUCCESS TAT adherence for updating System - CRM NextSuccessful completion of cross-sell/ up-sell Business Goals month on month Collection of payment/premium from 91-180 days due policiesComplaint Resolution /Customer satisfactionAchievement of Retention Targets.> 45 unique customer meetings in a monthMore than 90% attendance (of total working days)Successfully score >=80% in the Functional Trainings imparted DESIRED QUALIFICATIONS AND EXPERIENCEAssistant Manager - Customer Advisory Team:1.5 - 2 years in sales of Insurance/ Mutual Fund/ CASA/ Investments/ Loans/ Real Estate. Minimum 6 months exposure to Life InsuranceAge Bracket: 25-30 yearsMust own a conveyance KNOWLEDGE / SKILLS / ABILITIESProcess & Result orientationCustomer centricity & relationship buildingBasic Computer Knowledge.Good communication skills- English and regional language Max Life is progressing on the digitization journey of service and sales, which may require candidates to be equipped with Tablets for their work.

KEY RESPONSIBILITIESService through relationship managementEstablishing and strengthening relationship with the allocated customer base.Ensure retention of 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 SalesFocus on cross-sell & up-sell opportunity in allocated customers.Ensure successful completion of licensing as per MLI standardsRole & responsibilities Preferred candidate profile 1.5 - 2 years in sales of Insurance/ Mutual Fund/ CASA/ Investments/ Loans/ Real Estate Minimum 6 months exposure to Life InsuranceAge Bracket: 25-30 yearsMust own a conveyancePerks and benefits

Role & responsibilities: Understand the IM acquisition and also IMF regulation, value proposition & registration process.Acquisition of 6 - 7 IMs in a year independently.Independently managing a pool of Insurance Managers mapped to them from existing pool in the beginning only.Post successful completion of 1 year, the next level is CDM wherein the focus will be on IMF journey.Manage performance of IMs Develop understanding of products & coach IM staff on product USPsImplement performance management and rewards system in IMs.Provide marketing, training and operational support to IMsManage attrition of IMs through revival or replacementDrive quality of business sourced from IMsEnsure right product mix and control key quality measures such as leakage and persistency.Job Specification: Educational Background: Minimum a graduateWork Experience: At least 1-3 years of experience in recruiting business partners / Agents and achieving sales target through them.Good communication skill.

Job Summary: Responsible for creating a strategy to support management in ensuring that business processes are documented, standardized and adhere to the approved Process Maturity and Performance Framework through Process Assessments and Process Diagnostics and other initiatives intended towards optimizing organization's performance, enhancing customer experience and improving productivity. The incumbent is also responsible for ensuring 100% completion of annual plan of process assessments and process diagnostics in line with the approved assessment framework. Role & Responsibilities:Process Diagnostics:1. Creating a strategy and plan for process diagnostics to ensure that all SOPs are documented and periodically reviewed as per defined frequency.2. Ensuring regular review of SOPs by management through a work-flow driven governance.3. Ensure all SOPs/Process flows are saved in BPM repository at all times.4. Publish quarterly dashboards to track and report SOP documentation status.Process Assessments:1. Create a holistic plan and strategy of process assessments applying a structured and top-down approach.2. Oversee execution of process assessments as per the approved framework to identify strengths, weaknesses and areas for improvement. 3. Review process documentation, metrics to measure and monitor process performance, people enablement process and improvement/automation initiatives.4. Recommend changes and enhancements to streamline workflows, increase efficiency, eliminate non-value-added activities, mitigate risks, automate processes, enhance customer experience.Stakeholder Engagement: 1. Collaborate with cross-functional teams to gather insights related to process changes, and update about the outcome of process diagnostics. 2. Collaborate with process owners to develop action plans and monitor the implementation of audit recommendations.3. Structured engagement with Senior Leadership Team (SLT) for quarterly update on diagnostics and process assessments and seek inputs and feedback.Preferred candidate Profile: CA with 10+ years' experience in Business Process Management (BPM) related Consulting or Quality AuditsRelevant experience in Life Insurance or BFSI will be preferred

Role & Responsibilities:Conducting Internal Investigations on complaints/ allegations of Behavioral, workplace harassment, employee disputes & other misconducts/ violation of policies.Managing POSH Investigations through IC committees and monitoring the progress of POSH investigations.End to end responsibility of managing the cases assigned for investigationHigh End Documentation of Cases/projects/assignmentsAssisting AVP Behavioral Investigations & Central POSH Lead in Statutory Compliance, Governance and Reporting under POSH ActBasis non- compliant severity provide recommendations to internal MLI stakeholders for amendments in pre-established policies and proceduresAssisting in Consequence ManagementCreating reports and trends for Senior Management reviewProductiveness in leading /participating in projects & assignmentsConducting educatory/awareness sessionsPeriodic connects with Business leaders of processes which are identified as potential risk accounts/locations to create preventive action planOpen to travel to other locations(pan-India) and support business requirement at short notice Handling complaints of Behavioral/ workplace harassment for investigationsEnsure conclusion of investigation in timely and qualitative manner.Analyze trends to identify hotspots and work closely with HR and Business Leaders create interventionsDigital EnablementPreferred Candidate Profile:4+ years of experience in employee conflict investigations and resolutions.Deep knowledge of HR Policies and ProceduresSkilled in Microsoft office suit including power point & advanced excelGraduate/Post Graduate Degree preferably in Law/ Human Resources

Role & responsibilities Managing office administration assets and upkeep of the same.Agents ContractingNew Business ProcessingBanking of Initial & Renewal PremiumManaging Petty cash & vendor paymentsRetention of Surrender RequestsExecution of all Service Requests - Post Policy IssuanceReverting on customer queries and complaintsMaintaining high NPS ScoresLife and Health Claims processingHandling compliance issuesAudit Rating Preferred candidate profile Graduate / Post-Graduate in any discipline.2-3 years experience handling front end customer servicesKnowledge of service quality is required

Role & responsibilities Managing office administration assets and upkeep of the same.Agents ContractingNew Business ProcessingBanking of Initial & Renewal PremiumManaging Petty cash & vendor paymentsRetention of Surrender RequestsExecution of all Service Requests - Post Policy IssuanceReverting on customer queries and complaintsMaintaining high NPS ScoresLife and Health Claims processingHandling compliance issuesAudit Rating Preferred candidate profile Graduate / Post-Graduate in any discipline.2-3 years experience handling front end customer servicesKnowledge of service quality is required

About Max Life Insurance:''Max Life Insurance, one of the leading non-bank promoted private life insurers, is a joint venture between Max Financial Services Ltd. and Mitsui Sumitomo Insurance Co. Ltd. Max Financial Services Ltd. is part of the Max Group, which is a leading Indian multi-business corporation, while Mitsui Sumitomo Insurance is a member of the MS&AD Insurance Group, which is amongst the leading insurers in the world. Max Life Insurance offers comprehensive long term savings, protection and retirement solutions through its high quality agency distribution and multi-channel distribution partners. A financially stable company with a strong track record over the last 15 years, Max Life Insurance offers superior investment expertise. Max Life Insurance has the vision 'To be the most admired life insurance company by securing the financial future of our customers'. The company has a strong customer-centric approach focused on advice-based sales and quality service delivered through its superior human capital. Max Life sum assured of Rs. 7,03,972 crore and Asset Under Management of Rs. 62,798 crore for FY18-19. " CaringAn 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. CollaborationA value which is all about being boundary-less in approach by going beyond ones direct responsibilities to achieve functional and organizational goals. It is about believing & creating opportunities for self and others to improve working relationships. Customer ObessionIt 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 MindsetA 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 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 targetsUndertake joint field work with executives and observe/demonstrate successful selling skillsConduct Fortnightly performance review (PRP) with executivesHelp executives use the GOLD system for maximizing business from a given target marketSupervise daily activity plan of all executives to ensure that these are being fulfilled as per the desired levelsEnsure that all executives under supervision perform 100% as per the company’s rules and regulations wrt. Need based selling, Compliance and Customer serviceEffectively 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

The agency channel refers to a distribution method where insurance products are sold through agents. These agents act as intermediaries between the insurance company and customers, facilitating the sale of policies, providing customer support, and offering advisory services. This initiative is expected to improve customer experience especially in markets where customers prefer human interaction. It also supports customer in Resolving policy service need Renewal collection to resolve policy holder s service needs, Cross sale opportunity Job Summary 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 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 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

Max Life Insurance Company Limited is looking for Branch Manager to join our dynamic team and embark on a rewarding career journey Direct all operational aspects including distribution operations, customer service, human resources, administration and sales Assess local market conditions and identify current and prospective sales opportunities Develop forecasts, financial objectives and business plans Meet goals and metrics Manage budget and allocate funds appropriately Bring out the best of branchs personnel by providing training, coaching, development and motivation Locate areas of improvement and propose corrective actions that meet challenges and leverage growth opportunities Share knowledge with other branches and headquarters on effective practices, competitive intelligence, business opportunities and needs Address customer and employee satisfaction issues promptly Adhere to high ethical standards, and comply with all regulations/applicable laws Network to improve the presence and reputation of the branch and company Stay abreast of competing markets and provide reports on market movement and penetration

Key Responsibilities Axis Center of Excellence Lead a team of 15-18 Sales Excellence Managers Pan India rolling up to 9 Sales Excellence Heads and a central program management team of 3-4 to enable the following Seamless execution of the Sales Management Process Driving various key strategic initiatives which are focused toward enhancing the quality of our sales team s communication with our partner & customers Helping leverage the digital tools, capability sessions and process improvements by our teams to ensure we are the first choice to our partner and customer. Collaborate with Products, Training and Marketing to provide customized product solutions across all key verticals and customer segments Liaise with Compliance, Legal, DSDO, Finance, BPMA for timely execution and problem solving of channel initiatives Program Management Executing the entire ACE initiative Collaborating with the sales teams, training team, marketing team to ensure smooth execution Field governance and behavior Program management Planning initiatives and ability to articulate desired outcome Presentation to different stakeholders on initiatives Relationship Management N odal point of contact for the channel partner for Business relationship management & Ongoing business support engagement with central teams and vertical teams Build and implement rhythms of governance with Central office stake holders across segments Create ongoing dashboards and intelligence to highlight business performance and areas of improvement across key business vectors Prepare periodic presentations on business progress with insights into opportunities for improvement Building business intelligence through Analytics & environment scan Enabling sustained initiatives and short-term tactical interventions for business augmentation Resolve Business Partner queries within the stipulated time Understand IRDAI & other regulatory guidelines for seamless implementation Channel Development / Enablement Market study of various distribution models in bancassurance including Alternate Channel space Structuring development models and processes for new channels like transaction banking, SME, phone-based channels, credit cards and digital channels. Evaluate possibilities of modulations of distribution models, process restructuring, product reorientation through regular & structured interaction with the field (internal as well as bancassurance partner) Prepare field presentations for review and governance Manage KRA for Channel and Business Partner Liaise with cross functions for timely resolution of queries and issues Sales Initiatives Grid & Market Intel Develop and implement sales initiatives to drive business growth, sales excellence, process improvement, stronger execution, etc in the channel Analyse internal best practices across channels, market trends and competitor strategies to identify opportunities for improvement Create and maintain a sales initiative grid to track and manage activities and performance Collaborate with the sales team to ensure alignment with overall business objectives Monitor and report on the effectiveness of sales initiatives, providing insights and recommendations for improvement Conduct training sessions for the sales team on new initiatives and strategies Work closely with marketing and product development teams to ensure cohesive strategies Gather and analyse market intelligence to inform sales strategies and identify emerging trends Provide actionable insights based on market data to support decision-making processes Key Competencies / skill required Excellent relationship skills, managing various levels of Bank Management Strategic thinking and analytical skills Ability to understand the big picture Sound knowledge of Bancassurance or Banking operations model Very strong communication skills ability to express ideas clearly and persuasively Planning and Organization Effectiveness in planning and organizing activities of himself/herself and team members Intra Organization skills Ability to work together with all stakeholders involved, flexibility in taking feedback and modifying approach Strong understanding of the life insurance market and its products

Key Responsibilities Business Planning Strategic Planning Developing and implementing long-term business strategies and annual operating plan to achieve company goals and objectives. Financial Forecasting Overseeing business forecasting to ensure targets are met. Develop and build controls across key business measures. Market Analysis Conducting market research to identify trends, opportunities, and competitive threats. Performance Monitoring Tracking and analysing business performance metrics to inform decision-making Benchmarking of competition practices in the Bank Open Architecture counter and build our practices to win the Lions share Collaborate across functions including Finance, Products, Operations, Training, Marketing, BPMA, etc Performance Management System (PMS) Conceptualize, design and implement all the levers of Performance Management System including the compensation strategy, KRAs, Reward and Recognition framework Goal Setting Establishing clear performance goals and objectives for employees aligned with the companys strategic goals. Performance Metrics Defining and tracking key performance indicators (KPIs) to measure employee performance Hierarchy Management System Organizational Structure Designing / maintaining an effective structure to support business. Role Definition Clearly defining roles and responsibilities at all levels. Succession Planning Developing and implementing succession plans along with HR to ensure leadership continuity. System Management Working with Business and Technology teams to define and manage the hierarchy in system. Product Mix Council Product Strategy Developing and overseeing the product mix strategy to ensure a balanced and competitive portfolio. Product Deployment Collaborating with product teams to launch new insurance products / new variants / revisions. Performance Monitoring Regularly reviewing the performance of existing products and adjusting as needed OPEX Management Cost Control Implementing strategies to manage and reduce operational expenses. Budgeting Preparing and managing budgets to ensure efficient allocation of resources. Efficiency Improvement Identifying and implementing process improvements to enhance operational efficiency. Vendor Management Overseeing negotiation and management of contracts with vendors to optimize costs Business Intelligence and Analytics Data Management Overseeing the collection, storage, and analysis of data to support business decision-making. Reporting Developing and maintaining dashboards and reports to provide insights into business performance, with complete maker and checker in place. Predictive Analytics Using advanced analytics to forecast trends and identify opportunities for growth. Business Insights Analysing sales data to improve and optimize strategies . Field Governance / Reviews Streamlining performance review and governance across lines of business. Key Competencies / skill required Strategic thinking and analytical skills Ability to understand big picture Sound knowledge of Bancassurance or Banking operations model Very strong communication skills Ability to express ideas clearly and persuasively Planning and Organization Effectiveness in planning and organizing activities of himself/herself and team members Intra Organization skills Ability to work together with all stakeholders involved, flexibility in taking feedback and modifying approach

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. 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.

Key Responsibilities/ Key Deliverables Will be responsible for meeting sales target through Bank s FOS. Will be responsible for maintaining relationships with all corporate salary team in the assigned Bank Branches Keeping accurate record of referrals received from all corporate salary team in the assigned bank branches. Shall adhere to agree TATs on first customer contact and follow-ups from the date of the lead being registered. Increasing bank s customer awareness about Life Insurance solutions and achieve the targeted penetration on cross sell within the branch s corporate salary 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. Measures of Success Achieving Business Target milestones - AFYP / Blended premium, and no. of cases. Relationship with Bank Corporate Salary Manager Effective Lead generation and meet value / number targets Key Responsibilities/ Key Deliverables Will be responsible for meeting sales target through Bank s FOS. Will be responsible for maintaining relationships with all corporate salary team in the assigned Bank Branches Keeping accurate record of referrals received from all corporate salary team in the assigned bank branches. Shall adhere to agree TATs on first customer contact and follow-ups from the date of the lead being registered. Increasing bank s customer awareness about Life Insurance solutions and achieve the targeted penetration on cross sell within the branch s corporate salary 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. Measures of Success Achieving Business Target milestones - AFYP / Blended premium, and no. of cases. Relationship with Bank Corporate Salary Manager Effective Lead generation and meet value / number targets

JOB DESCRIPTION Job Title Financial sales manager Band 5B Reporting To Centre Manager Department Bancassurance - Ujjivan/TMB/ DCB/SIB 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 DESCRIPTION Job Title Financial sales manager Band 5B Reporting To Centre Manager Department Bancassurance - Ujjivan/TMB/ DCB/SIB 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