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 Description

Position

Relationship Associate - Bancassurance

Incumbent

Name

Department

Axis

Function

Axis Sales

Reporting to

Area Manager

Band

5

Location

Kolkata - GO2

Team size (D/I)

12-15 DRs

JOB SUMMARY :-

Manages a large cluster, collaborates with the objective to support and contribute to Axis bank strategy, achieve operations excellence, ensure systems are deployed and help build the channel WITHIN the company guidelines and the achieve business targets.

KEY RESPONSIBILITIES:-

- Relationship Management with the Axis Circle Head, Circle Business Managers, Segment Heads and Branch Heads With the advent of cluster formation relationship management with the Branch Heads in order to achieve business targets and builds a progressive partnership with the bank.

-




Provide inputs to the CRM and make plans for achievement in order to support and contribute to Axis Bank Strategy.

-
Driving Maxis 2020 agenda across branches and thereby ensuring E Sales &2020 process adherence

-
Periodic Analysis of the performance, Counsel and Mentor performance, Conduct Fortnightly PRPs with the RA and ASMs and Facilitate performance management.

-
Co-create and implement recognition platforms in order to build a capable and motivated team in the AXIS Bank resources.

-
Liaise with training team and circle trainer, ensuring product training departed to all sellers including Axis Bank resources.

-
Daily updates in alignment with Axis Clusters of focused business parameters-Business Plan, Branch Seller Activation and persistency and thereby tracking the performance in all the vectors.

-
Ensuring Branch visits to the top branches, whose %ge achievement on budget is lower than the smaller branches, and come out with the strategy.

-
Deploy the BOLD system to own team and ensure that the system requirements are met in order to ensure that the relationship is productive and mutually beneficial and compliant with all regulatory requirements.





- Driving the Axis 2.0 Vision and ensuring the highest usage of LMS activity by the team.

- Deploy and monitor implementation specifically Bank staff contests/R&R; in order to accelerate revenue generation with the Channel.

Measures of Success

Business Plan:-

Adj MFYP (Rs.) - Plan v/s Actuals

Activation plan:-

Seller Activation (%) - Plan Vs Actual

Current Business Margin for the channe:

As per Plan

Persistency:-

15th month Persistency (%) - > 85% (By Value)

E Sales 2020 Process Adherence:-

50% of NOP (Excluding BDE Sales) to be on Esales platform.

Governance Rhythm chart

Retain Talent:

1. Retention rate - 70%, (as per HR formula) ; G2M2 retention - >85%.

2.Kenexa Score improvement over last year

Customer centricity and satisfaction:

Effective Management of Customer

As per Plan

Key Relationships (Internal /External)

Effective Management of People & Customer

Retain talent - 70%, (as per HR formula)

Handling Customer Complaints

Key competencies/skills required

Relationship, Leading people, Effective Management of Process

Desired qualification and experience:-

- Master of Business Administration or equivalent.

- 5 to 7 years of experience in intensive Distribution, Channel Management, Prior experience in insurance essential.

- Result Orientation, Customer Centricity, Technical Expertise, Managerial Expertise, Problem Solving, Role Modeling Core Values.

Org Chart:- NRH

ZVP

CRM & AVP

-

DCM/ CM/ ARM

RA/ ASM

State:

West Bengal

Branch:

Kolkata - GO2

Department:

Axis

Function:

Branch Banking - East

Posted On:

22-Oct-2025

📌 Relationship Associate - Bancassurance (West Bengal)
🏢 AxisMaxlife
📍 West Bengal