About Axis Max Life Axis Max Life Insurance Limited formerly known as Max Life Insurance Company Ltd is a joint venture between Max Financial Services Limited MFSL and Axis Bank Limited Axis Max Life Insurance offers comprehensive protection and long-term savings life insurance solutions through its multi-channel distribution including agency and third-party distribution partners It has built its operations over two decades through a need-based sales process a customer-centric approach to engagement and service delivery and a well-trained human capital Axis Max Life has been consistently ranked among the best workplaces by the GPTW Institute reflecting its commitment to creating a positive and empowering work workplace ComeAsYouAre LGBTQIA and PwD candidates of all ages are encouraged to apply Job Title Customer Retention Officer Location Siliguri Department Operations Function Customer Retention Team Reporting to Manager -Collections Band 5 Key Responsibilities Collections Sole responsibility of targets basis allocated base on I Renewal collection and persistency targets through customer calling or physical visits to customer residences with prior appointment II Ensure maintenance and sharing of daily customers trackers and conversion thereof including review with Manager-Collections III Convince customers and get renewal premium and policy continuation to continue insurance and giving retention tools like mode change Partial withdrawal PUA surrender Loan etc IV Timely depositing the cheque at the nearest MLI branch bank branch within 24 hours of the cheque collection V Effectively handling customer escalations 100 resolution of customer queries concerns including tracking of service requests raised providing clarity to required customers on special revival scheme change in term short premium bucket to resolve financial constraint and retain customers VI Ensuring follow up on critical document like Health Declaration Form tele underwriting home visits medical ECS Mandate complaint letters on silent grief and obtaining new contact details getting update through branch operations Measure of Success 100 completion of assigned activities by 7th of every month Completing daily face to face meetings as per goal sheet Driving Top 30 high value cases with 100 meeting Providing 100 resolution to customer s query 00 Tracking and timely closure of service request if logged for any of the allocated customers Maximizing positive portfolio Promise to Pay by providing right advice to customers to continue insurance and giving retention tools like mode change Partial withdrawal PUA surrender Loan Driving Special revival scheme and change in term to resolve financial constraint By ensuring 100 meetings on silent grief cases Collecting written grievance from the customer and getting it logged in system Percentage of customer retention from allocated base surrendering the polices by explaining insurance benefits ulip retention tools switching long term growth comparison with other financial products Conversion of non ECS base to E-NACH ECS by explaining benefits of continuing policy on E-Nach ECS for huddle free payment Ensuring collection and registration along with necessary documents of auto pay mandates from customers on non auto pay Desired qualification and experience Graduation in any stream with prior experience in insurance customer services profile Prior experience in renewal retention team is an added advantage Knowledge and skills required Ability to handle pressure and work in a competitive environment Open to learning Very High Process orientation Effective communication skills Should have a personal vehicle and smart phone About Axis Max Life Insurance Axis Max Life Insurance Limited formerly known as Max Life Insurance Company Ltd is a Joint Venture between Max Financial Services Limited MFSL and Axis Bank Limited Axis Max Life Insurance offers comprehensive protection and long-term savings life insurance solutions through its multi-channel distribution including agency and third-party distribution partners It has built its operations over two decades through a need-based sales process a customer-centric approach to engagement and service delivery and trained human capital As per the annual audited financials for FY2023-24 Axis Max Life Insurance has achieved a gross written premium of INR 29 529 Cr For more information please visit the company website at www maxlifeinsurance com ComeAsYouAre LGBTQIA and PwD candidates of all ages are encouraged to apply State West Bengal Branch Siliguri Department Operations Function Operations - Field Customer Retention Posted On 21-Jan-2026

📌 Customer Retention Officer (Siliguri)
🏢 Axis Max Life Insurance
📍 Siliguri