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 setting.
- Position
Customer Retention Officer/ AM Customer Retention Officer

No. of Positions:
- 100

Department

Customer Retention Team
Function
Operations

Reporting to

Manager -Collections
Band
5

Location
- Last date of submission

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 Declaratio

📌 Customer Retention Officer (Bengaluru)
🏢 AxisMaxlife
📍 Bengaluru