15 Sep
|
AxisMaxlife
|
Uttar Pradesh
15 Sep
AxisMaxlife
Uttar Pradesh
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 environment.
#ComeAsYouAre LGBTQIA+ and PwD candidates of all ages are encouraged to apply
: Direct customer service and sales to existing MLI customers through relationship building. Customer leads will be provided by company.
KEY RESPONSIBILITIES
Drive Revenue through Cross sell / Up sell
- Focus on cross-sell & up-sell opportunity in every lead allocated from HO team
- Drive productivity measures like lead to conversion ratio.
- Exceed month on month revenue target & collection target
- Competition Analysis for giving professional advice to customer
- Fix self-appointments every day from the given customer database as per the campaign
Customer Service/Retention through relationship management
- Timely & effectively resolve service requests of customers.
- Drive renewal collection on allocated base.
- Ensure retention of his/her allocated” Book of Relations” (existing customer database).
- Establishing and strengthening relationship with the allocated customer base.
- Identify financial goals of customers and providing financial planning assistance.
MEASURES OF SUCCESS
- TAT adherence for updating System - CSG
- 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
- Graduate with 1 - 3 years’ experience in sales of Insurance/ Mutual Fund/ CASA/ Investments/ Loans/ Real Estate.
- Minimum 6 months’ exposure to Life Insurance
- Age Bracket: 25-32 years
- Must own a conveyance
KNOWLEDGE / SKILLS / ABILITIES
- Process & Result orientation
- Customer centricity & relationship building
- Basic Computer Knowledge.
- Positive communication skills- English and regional language
State: Uttar Pradesh
Branch: Moradabad
Department: Direct Sales Force
Function: SPARC - East Zone
Posted On: 06-Feb-2026
📌 Assistant Manager- Sparc-East (Uttar Pradesh)
🏢 AxisMaxlife
📍 Uttar Pradesh