Role & responsibilities : Job Description Job Code: PositionAADMReporting ToSr. Associate Partner Mgt / Partner DepartmentAgencyFunctionAgency Sales LocationBand5A 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 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 planCustomer 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 agentPreferred candidate profile Hiring Specifications : CLEAN FilterC – City (have had spent minimum 4 years in the city)L – Loyalty (1.5 yrs of average tenure)E – Experience (Minimum 2 years for AADM)A – Age (24 to 38 yrs for AADM)N – Non negotiable on CLEAN Perks and benefits

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 requiredLanguage's requiredMalayalamTamilEnglishTeluguKannada

Career Opportunities Job Code IJP/ Executive - Ops Executive - CET Position Executive No. Of Positions 1 Department Operations Function Operations - Digital Reporting to Sr. Manager (Suresh Giri) Band 5 Location Mallapuram, Chennai, Kollam any where in Kerala where we have MLI Agency/APC Office Languages required (Tamil, Malyalam, English and little bit of Hindi) Last date of submission Key Responsibilities Handling Digital Calls Processing of New Business Queries Discrepancy Management - FOP s WIP Management Handling Field Ops Queries & Complaints Processing of cheques / cash / credit card Policy Coll clearance Petty Cash Management Vendor Management Statutory and Facility Management Agency Contract - Existing agents Adherence to all regulatory requirements Processing of customer request - POS Sales to Service & Recruitment. Persistency -13th and 25th Month Customer Retention and Revenue Freelook Retention Measure of Success Applied to Paid ratio > 95% Reduction in discrepancy rate Resolution of GO actionable with TAT Customer / Distribution satisfaction score +3.5 100% in Day 1 Adhere to the laid down process and guidelines Timely processing of docs within 2 days of receipt Agent Query and Code follow-up Processing the agent reimbursement as per guidelines and accurately POS accuracy at 97% and Decline at 3% Collection of 13+25 Month >90% Surrender/Retention>70%,ECS Retention>60% 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 G2M2 & have completed 12 months in the current role Candidates who have a performance rating of G3M3 & have completed 18 months in the current role FOR LATERAL MOVEMENT, candidate should have completed atleast 12 months in the current role & have a minimum performance rating of G3M3 Knowledge and skills required Ability to work in a fast paced environment Strong people skills Good co-ordination skills Data management on Excel should be good Accounting Knowledge Customer Centric Career Opportunities Job Code IJP/ Executive - Ops Executive - CET Position Executive No. Of Positions 1 Department Operations Function Operations - Digital Reporting to Sr. Manager (Suresh Giri) Band 5 Location Mallapuram, Chennai, Kollam any where in Kerala where we have MLI Agency/APC Office Languages required (Tamil, Malyalam, English and little bit of Hindi) Last date of submission Key Responsibilities Handling Digital Calls Processing of New Business Queries Discrepancy Management - FOP s WIP Management Handling Field Ops Queries & Complaints Processing of cheques / cash / credit card Policy Coll clearance Petty Cash Management Vendor Management Statutory and Facility Management Agency Contract - Existing agents Adherence to all regulatory requirements Processing of customer request - POS Sales to Service & Recruitment. Persistency -13th and 25th Month Customer Retention and Revenue Freelook Retention Measure of Success Applied to Paid ratio > 95% Reduction in discrepancy rate Resolution of GO actionable with TAT Customer / Distribution satisfaction score +3.5 100% in Day 1 Adhere to the laid down process and guidelines Timely processing of docs within 2 days of receipt Agent Query and Code follow-up Processing the agent reimbursement as per guidelines and accurately POS accuracy at 97% and Decline at 3% Collection of 13+25 Month >90% Surrender/Retention>70%,ECS Retention>60% 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 G2M2 & have completed 12 months in the current role Candidates who have a performance rating of G3M3 & have completed 18 months in the current role FOR LATERAL MOVEMENT, candidate should have completed atleast 12 months in the current role & have a minimum performance rating of G3M3 Knowledge and skills required Ability to work in a fast paced environment Strong people skills Good co-ordination skills Data management on Excel should be good Accounting Knowledge Customer Centric

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

Hiring for Agency Development Manager in Max Life Insurance Co. LtdPosition: Customer Centricity - Agency Development ManagerCTC: 325. Lakhs To 4.5 Lakh + Incentives + World Class Training (3 STAR Properties)Job DescriptionRecruiting New Financial Advisor & Agency Associate Partner.Responsible for clearing the exam of IC33.Making new license for the company.Providing product knowledge.Responsible for training to Financial Advisor.Train, motivate & mentor the sales team.To ensure the fulfillment of budgetary expectations of the organization.Eligibility:. Any Graduate/Diploma holder/MBA can apply for this position. A person with sales experience is required.

The Credit Life Key Account Manager is responsible for managing and growing our existing portfolio of Group Credit Life Insurance. He/She is responsible for driving sales, maintaining relationship and operational excellence for credit life insurance products on the assigned channel. The successful candidate will be responsible for maintaining and strengthening relationships with key clients, identifying new business opportunities, driving revenue growth, and managing projects to ensure timely and successful delivery, ensuring compliance, and achieving set targets and end to end management of accounts. Key Responsibilities 1. Channel Management Build and maintain relationships with partner banks, NBFCs, and other financial institutions. Develop and execute strategic account plans to achieve business objectives and client needs. Manage Parter requirement for compliance adherence, audit queries, operational SOPs. Resolve partner queries and ensure smooth operations. Conduct regular business reviews with clients to understand their needs and provide tailored solutions. 2. Sales and Business Development Drive sales of credit life insurance products through banking and financial institutions. Identify new business opportunities and expand the partner network. Achieve sales targets and business growth objectives. Initiate and own drives related to Training channel partners and internal team to enhance productivity and performance backed by data. 3. Project management Manage projects of process improvement from initiation to delivery, ensuring timely and successful completion. Develop and manage project plans, including setting goals, objectives, and timelines Lead & represent digital integration projects from Sale s side and ensure delivery timelines are met. Set performance objectives, monitor progress, and provide regular feedback. Coordinate with internal stakeholders, including underwriting, claims, and operations, to ensure seamless project delivery. Identify and mitigate project risks, ensuring minimal impact on clients and the business . 4. Operational Excellence Ensure timely submission of reports and compliance with regulatory requirements. Monitor sales processes, customer service, and claim settlement efficiency. Identify and mitigate risks in operational processes. 5. Market Analysis and Strategy Conduct market research to understand trends, competition, and customer needs. Analyze data and metrics to identify trends, opportunities, and areas for improvement. Identify growth scopes and white spaces in business for continuous improvement proficiency in development of crisp and analysis-oriented partner presentation. Provide regular reporting on sales performance, client activity, and project status. 6. Product Knowledge Maintain up-to-date knowledge of Group Credit Life Insurance products and services, providing expert advice to clients. Stay informed about industry trends, regulatory changes, and competitor activity. Key Performance Indicators (KPIs) Achievement of sales targets. Growth in partner relationships and network. Team performance. Partner satisfaction and feedback. Qualifications Bachelors degree in Business, Finance, or a related field (MBA preferred). Minimum 5-7 years of experience in sales and channel management, preferably in insurance or financial services. Strong understanding of credit life insurance products and financial markets. Skills and Competencies Excellent communication and negotiation skills. Leadership and team management abilities. Analytical and problem-solving mindset. Proficiency in MS Office Ability to travel within the assigned region as per requirement.

Job DescriptionPositionS0/ AM/ DMNo. of Positions DepartmentDirect Sales ForceFunctionCAT-EliteReporting toBranch Relationship ManagerBand5/5A/5BLocation-Comp. Job SummaryIs responsible for generating revenue by focussing on Service to sales through relationship management, sales productivity-per-executive, thereby achieving sales & service targets. Also has the flexibility to increase productivity and meet targets through self-sourced business from HNI clientele.Key Responsibilities: Maintain Customer RelationshipBuild sustainable relationships and trust with customer via open and interactive communicationRegular & timely interaction with the customer via various modes like calls, whatsapp, EDMs etc. as decided per the business planExplain customized proposition to the customer basis the important dates (Birthday, Term Renew etc.) Perform annual protection review calls as per the timelines Campaign CallingPerform Segmented product based campaigns including GLIP, SWP, FWP and others Perform Service Request CallsKeep records of customer interactions and ensuring timely processing of client service requestHandle customer complaints, provide appropriate solutions and alternatives within the time limits; follow up to ensure resolutionProvide accurate, valid and complete information by using the right methods/toolsEnsuring business hygiene by controlling vectors like 13th month persistency, incident rate and free-looking etc. Essential Qualifications Graduate Good to Have: Certifications in Financial markets like - AMFI/CFP, Gender Female (Preferred) Minimum 1 Yrs. of experience in selling any financial products Competence required: Good Communication (Verbal & Written), Experience in selling multiple financial products, Interpersonal communication, Customer centricity, Experience in sales verticals dealing with HNI customers

Resolving policy service need Renewal collection to resolve policy holder s service needs, Cross sale opportunity Job Summary Opportunity Responsible for hiring, developing and driving sales from Top Financial Advisors/Financial Distributors of competition thereby driving revenue for Agency Channel. The Elite Vertical is a dedicated vertical under Agency Channel, focusing on recruitment and development of proven top performing advisors/ financial distributors Key Responsibilities/ Key Deliverables 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 Meeting Sales and Recruitment Plan consistently Persistency Advisor Productivity Retention Adhering to Input behaviors Key Relationships (Internal / External) Circle Head -Elite Vertical Ops Team (CET and DSDO) Training and Development Human Resources Desired qualification and experience Job Specifications Graduate with 10+ years of experience, at least 5 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 KEY COMPETENCIES/SKILLS REQUIRED Strong relationship building capability Go-getter attitude Result orientation Passionate towards Sales

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.

Agent Quality Recruitment Agent Development Meeting WFYP Business targets Conducting Career Seminars for Agents Communicating Agent RnR regularly 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 Conduct Career Seminar of prospects Follow agent hiring mechanism & other hiring norms Agent Development Ensure product knowledge by MLI ways of training Field demonstration (FOD s) Development of agent prospecting habits, calling habits and work habits. Work with agent on planning and reviewing of activities and goals. Identify the training needs of the agent and work with Trainers to improve the same Meet Business Targets Achievement of monthly, quarterly & yearly business plans. Improve agent productivity & persistency by regular PRP/IID/GID etc Ensure companies product mix sales ratio and adhere to the business norms. Maintain agent pro activity as per business plan Customer Centricity Be MLI brand ambassador & a customer champion Follow MLI sales practice to develop deep customer loyalty Hold periodical customer meet to understand customer pulse & need Ensure customer queries are responded to satisfactorily as per MLI standard. Measures of Success Achievement of business plan & GPA Recruitment / Development & Activisation of agent as per plan. Number MTD Active Persistancy as per grid Number of EC/MDRT agent Hiring Specifications Sales Background Minimum 2 Years Experience , Atleast 6 Months in last Job Age Criteria 24 Years to 35 Years Should be employed in BFSI/Structured Company Not more than 2 Job Changes in one year Should be in City for atleast 1 Year

Managing the Grievances of Renewals Managing the ECS Management generic email ID and escalations management Liaison with the cross functions to find the RCA Analyzing the data to interpret meaningful conclusions to help suggest the next course of action to curtail grievances Ensure adherence to documented processes, procedures and controls Measure of Success Clear reduction in the grievance Valuable Insights to fix the issues and tracking of solve. 100% RCA within the stipulated timeline 100% email responses within the TAT Key competencies/skills required Solution Oriented Ability to handle pressure and meet deadline Attention to detail & Process Oriented Good command on Excel/PPT Ability to analyze complex data Good interpersonal skills and ability to work in cross functional environment DESIRED QUALIFICATIONS & EXPERIENCE Should be a graduate, preferably with a professional qualification. Must have a minimum of 5 years experience in managing the auto debits and grievances. Knowledge of Life Insurance is preferred. FOR LATERAL MOVEMENT, Candidates who have a performance rating of G2V2 & have completed 12 months in the current role Candidates who have a performance rating of G3V3 & have completed 18 months in the current role KNOWLEDGE / SKILLS / ABILITIES Experience of working in operations and customer service preferably in Banking, Telecom or Financial service companies Detailed to attention Solution centricity Strong understanding of financial services ecosystem and payments is must Customer centricity & Servicing attitude Good communication skills & Strong Customer Focus

Relationship Management with the Axis Cluster Head also will be responsible for meeting sales target through Bank$B!G(Js Affluent Managers and Private Bankers and for maintaining relationships with their Supervisors. Overseeing assigned Branch Affluent business and Shall adhere to agreed TATs on first customer contact and follow-ups from the date of the lead being registered , Keeping accurate record of referrals received from the WMs and PBs Shall adhere to agreed TATs on first customer contact and follow-ups from the date of the lead being registered. Responsible for increase bank$B!G(Js customer awareness about Life Insurance solutions and achieve the targeted penetration on cross sell within the branch$B!G(Js customer base, Shall approach him / herself at least 3 new prospects each day Drive effectively the Reward and recognition programs launched for WMs and PBs Shall train the WMs and PBs regularly on concepts in life insurance and new product introductions. Measures of Success Business Plan- Adj MFYP (Rs.) - Plan v/s Actuals Activation plan- Seller Activation (%) - Plan Vs Actual Achieve Case Size Plan- 1Case Size Plan Vs actual Persistency- 15th month Persistency (%) - >82.5 (By Value) Joint Calls /Effective Management of Process- Fresh Joint Calls Plan Vs Actual Job Specifications Master of Business Administration from a premier business school or equivalent. 3-6 years of experience in Distribution Operations, Wealth HNI and Affluent Channel Management, Prior experience in insurance essential. Result Orientation, Innovation, Customer Centricity, Problem Solving & Decision Making, Business Acumen. Knowledge & Skill Matrix Relationship Management, Effective Management of Process

Managing the renewal refunds Highlighting double debit cases to cross function teams for refund. Analyzing the data to interpret meaningful conclusions to help suggest the next course of action to curtail such cases Managing the Credit Card Registration and Transaction Liaison with the service providers for timely registration and transaction. Ensure adherence to documented processes, procedures and controls Measure of Success Timely registration and transaction of Credit Card auto debits. 100% double debit cases highlighted to cross function team within 24 Hrs. Clear reduction of TAT in refunds Key competencies/skills required Solution Oriented Ability to handle pressure and meet deadline Attention to detail & Process Oriented Good command on Excel/PPT Ability to analyze complex data Good interpersonal skills and ability to work in cross functional environment DESIRED QUALIFICATIONS & EXPERIENCE Should be a graduate, preferably with a professional qualification. Must have a minimum of 5 years experience in managing the auto debits & Vendor management. Knowledge of Life Insurance is preferred. FOR LATERAL MOVEMENT, Candidates who have a performance rating of G2V2 & have completed 12 months in the current role Candidates who have a performance rating of G3V3 & have completed 18 months in the current role KNOWLEDGE / SKILLS / ABILITIES Experience of working in operations and customer service preferably in Banking, Telecom or Financial service companies Detailed to attention Solution centricity Strong understanding of financial services ecosystem and payments is must Customer centricity & Servicing attitude Good communication skills & Strong Customer Focus

Role & responsibilities : JOB DESCRIPTION Job Code: Job Title: Sr. AP ManagementBand: 4A Reporting To: Partner Department: Agency Location: Coimbatore 2 JOB SUMMARY:Responsible forRevenue targets of the unitProductivity of the unitRecruit, coach and develop ADM and Agent AdvisorsAdherence to Customer service standardsKEY RESPONSIBILITIES:Meet unit targetsAchieve revenue targets Ensure implementation of GOLD system Supervise the activity plan of SalesManagers & Agents to ensure that these are fulfilled as per the desired standards Ensure that all Sales Managers and Agents under supervision perform as per the companys rules and regulationsTrack productivity measures as for the unit: AFYPCase rate Annual mode businessPersistencyPaid cases per agentYTD appointmentsSM appointmentsPro active agent retention Annual FYC standardsExecute plans for growth of the agencyIdentify, interview and select new ADMs from natural market and by networking Ensure adherence to laid down sales and service standards for ADMsConduct weekly performance review and planning (PRP) for ADMsEnsure retention of ADMs by formulating their development plans, meeting their training needs and communicating with them on a regular basisBuild leadership pipeline of future ADMs & APs from the unit.OTHER RESPONSIBILITIES:HO co-ordinationSales promotion activitiesAssist in overall running of the S.OMEASURES OF SUCCESS:CGPAAFYPCase RateRecruitmentRetentionPersistencyGOLD Audit RatingActive RetentionNumber of promotionsMINIMUM EDUCATION:Graduate preferably with an MBAMINIMUM/SPECIFIC EXPERIENCE: Graduate preferably with an MBAIf 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 organizationsGraduate preferably with an MBAPreferred candidate profile MINIMUM EDUCATION:Graduate preferably with an MBAMINIMUM/SPECIFIC EXPERIENCE: Graduate preferably with an MBAIf 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 organizationsGraduate preferably with an MBAPerks and benefits : Roopa9110881653

Role & responsibilities KEY RESPONSIBILITIESService 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 campaignSales• Focus on cross-sell & up-sell opportunity in allocated customers.Ensure successful completion of licensing as per MLI standardsMeasures 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 impartedKey Relationships (Internal /External)• Internal – HR/Trainers/Supervisors/Peers• External- CustomersKey competencies/skills required• Process & Result orientation• Customer centricity & relationship building• Basic Computer Knowledge.• Good communication skills- English and regional language

Role & responsibilities:Outline the day-to-day responsibilities for this role.Preferred candidate profile:Specify required role expertise, previous job experience, or relevant certifications.Perks and benefits:Mention available facilities and benefits the company is offering with this job.

Summary: Unified Induction Management Trainer role is to deliver comprehensive Induction Programs for new FLS managers & their supervisors across all Distribution channels. This role ensures that new employees are well-prepared to perform their jobs effectively, thereby contributing to the overall success of the organization.Role & responsibilities Conduct Induction Programs:Deliver comprehensive effective, efficient, and align with business objectives induction programs for Distribution FLS and their supervisors.Leverage various business and field training resources such as RMTs, ZTHs, Business Regional & Zonal Sales Heads, & FHIs to enhance training delivery.Utilize a mix of training methods, including role-plays, simulations, group discussions & case studies to enhance learning experiences. Provide real-life examples and success stories to illustrate key concepts and motivate new FLS managers.Ensure that all new FLS managers are equipped with the necessary skills and knowledge to perform their roles effectively post inductionTravel agile: Be prepared to travel to outside city locations as needed for conducting induction sessions.Monitor performance & provide business support:Identify productivity-limiting gaps during induction and recommend corrective actions.Ensure that Induction interventions lead to measurable improvements in key performance indicators such as M1 standards, NPS score & M3 retention.Support in updating training materials & methodology:Regularly assess & adapt training methods to ensure continuous improvement and high engagement levels. Assist content team & CTHs in researching new insights, techniques & advances to bring continuous improvement to the content & methodologyRegular field visits to understand practical application of the roles and responsibilities of FLS & SupervisorsAdministrative responsibilities:Plan and calendarize all training sessions with the DCC central logistics team.Ensure adherence to the training calendar and capture attendance in TMS within the defined time.Generate and publish MIS, dashboards, training calendars, invitations, batch reports, etc., timely and effectively.Utilize NPS surveys & feedback from supervisors and participants to improve training content and effectiveness.Self-Development and continuous improvement:Maintain a self-development mindset, open to feedback & continuous improvement.Develop a business consultant mindset to deliver sessions that make FLS job-ready and achieve desired results.Actively seek out new learning opportunities, such as workshops, courses, & certifications, to stay current with industry trends and best practices.Experiment with innovative training techniques and technologies to enhance the effectiveness of training delivery.Share knowledge & insights gained from self-development activities with the team to foster a culture of continuous improvement.Preferred candidate profile Graduate in any discipline in business, Education, Human Resources, or a related field.Minimum of 6 to 7 years of experience in sales training, preferably within the insurance or financial services industry.Proven track record of delivering effective Stand & Delivery training programs and achieving measurable results.Strong knowledge of sales processes, techniques, and best practices.Excellent facilitation, communication, presentation, and interpersonal skills.Proficiency in using e-learning platforms and other training tools.Travel agile, prepared to travel to outside city locations as needed for conducting induction sessions.

Job DescriptionPositionS0/ AM/ DMNo. of Positions DepartmentDirect Sales ForceFunctionCAT-EliteReporting toBranch Relationship ManagerBand5/5A/5BLocation-Comp. Job SummaryIs responsible for generating revenue by focussing on Service to sales through relationship management, sales productivity-per-executive, thereby achieving sales & service targets. Also has the flexibility to increase productivity and meet targets through self-sourced business from HNI clientele.Key Responsibilities: Maintain Customer RelationshipBuild sustainable relationships and trust with customer via open and interactive communicationRegular & timely interaction with the customer via various modes like calls, whatsapp, EDMs etc. as decided per the business planExplain customized proposition to the customer basis the important dates (Birthday, Term Renew etc.) Perform annual protection review calls as per the timelines Campaign CallingPerform Segmented product based campaigns including GLIP, SWP, FWP and others Perform Service Request CallsKeep records of customer interactions and ensuring timely processing of client service requestHandle customer complaints, provide appropriate solutions and alternatives within the time limits; follow up to ensure resolutionProvide accurate, valid and complete information by using the right methods/toolsEnsuring business hygiene by controlling vectors like 13th month persistency, incident rate and free-looking etc. Essential Qualifications Graduate Good to Have: Certifications in Financial markets like - AMFI/CFP, Gender Female (Preferred) Minimum 1 Yrs. of experience in selling any financial products Competence required: Good Communication (Verbal & Written), Experience in selling multiple financial products, Interpersonal communication, Customer centricity, Experience in sales verticals dealing with HNI customers

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 budgetSystem Enhancements - Testing of system requirements, evaluate new requirements and providing CRs to IT, liase with IT for resolution of defects and deliveryPreferred Candidate ProfileChartered Accountant (CA)Minimum 10 years of relevant experience Post QualificationLife Insurance Experience in Financial Reporting / Regulatory reportingGood knowledge of IND AS, IND AS 117, IFRS, IFRS Reporting, IFRS 17, Accounting Practices and Standards, SEBI and IRDAI Regulations etc.

Job Title: Business Development Manager - Agency Partner ChannelLocation: PAN IndiaPackage: 6 LPA (Fixed + Variable)About the Company:Max Life Insurance is a leading player in the Indian life insurance sector, offering a wide range of innovative products and services designed to meet the financial planning needs of individuals and families. We are expanding our presence and are seeking driven and result-oriented professionals to be a part of our growth journey.Position Summary:The Business Development Manager (BDM) will be responsible for recruiting, onboarding, and managing Agency Partners in their assigned region. The BDM will play a key role in building a robust partner network, wherein partners will further recruit insurance agents and advisors under them. This position is crucial to driving the growth of the Agency Partner channel by ensuring partners success through effective coaching, mentoring, and support.Key Responsibilities:Partner Recruitment & Onboarding:Identify, recruit, and onboard new Agency Partners across various regions.Evaluate potential candidates based on their ability to build and grow an agency business.Ensure smooth onboarding and provide initial training to Agency Partners.Partner Management & Support:Develop strong relationships with recruited Agency Partners, offering continuous support and guidance.Provide ongoing business development strategies to help partners grow and manage their teams of agents/advisors effectively.Drive business targets by motivating and mentoring Agency Partners to recruit agents and advisors.