Financial Planning Manager - Corporate Annuity & Funds (Puducherry)

Financial Planning Manager - Corporate Annuity & Funds (Puducherry)

15 Sep
|
AxisMaxlife
|
Puducherry

15 Sep

AxisMaxlife

Puducherry

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 Description:

Career Opportunities
Position
Executive/Assistant Manager - Corporate Solutions
Function
Group Business - Corporate Sales
Department
Group Business
Band
5/5A
JOB SUMMARY:
Responsible for achieving the targets for Annuity Business through NPS & open market in the assigned region.
Responsible for providing assistance in executing the business plan
 Assist in launching Annuity Business in the Region.
 Presenting products to the targeted audience
 Update the Sales process and maintain the databases as suggested by corporate solutions department




KEY RESPONSIBILITIES:
Responsible for implementing the sales plan of the assigned region
 Responsible for achieving sales targets from a select group
 Assist in launching & driving Annuity Business
 Prepare periodic sales reports
Maintain database on corporate clients and competitor information
 Update the call reports and any competitor’s information as suggested by corporate solutions team
Continuously evaluate potential of Annuity Business in the region
 Develop specific analysis parameters
 Conduct analysis on the above mentioned potential groups and prepare reports for the Business Head
 Collect competitor information on Annuity business
Measures of Success:
 Actual sales generated vs plan
 Accuracy and timeliness of sales reports
 Actual activity vs targeted activity
 Accuracy of competitor information;
up to date data
KEY RELATIONSHIPS:
Internal:
 Business Heads
 MLI HR & Sales Training Team
 MLI Operations Team
External:
 Top Clients
DESIRED QUALIFICATIONS and EXPERIENCE:
 Graduate/Master of Business Administration preferably in Sales, Marketing or Finance

State:

Puducherry

Branch:

Pondicherry

Department:

Group Retirement & Protection

Function:

Retirement

Posted On:

06-Jul-2026

📌 Financial Planning Manager - Corporate Annuity & Funds (Puducherry)
🏢 AxisMaxlife
📍 Puducherry

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