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

Job Description:

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 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 chance 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

State:

Uttarakhand

Branch:

Dehradun

Department:

Direct Sales Force

Function:

Loyalty - East Zone

Posted On:

23-Jun-2026

📌 Assistant Manager - CAT - Loyalty (Uttarakhand)
🏢 AxisMaxlife
📍 Uttarakhand