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

Position

ARM/RM

Location

Department

Broca

Function

Broca sales

Reporting to

Area Head

Band

5, 5A, 5B

JOB SUMMARY:

Implement the strategy to setup and develop the Broking Channel in the designated territory. Setup and manage a pool of 8-10 branches of Partner and managing revenue from these set of branches

KEY RESPONSIBILITIES:

§ Identify potential leads and sources for prospective customers

§ Connect with respective branches of these partners & organize training for employees and channel partners

§ Generate leads through joint calls along with partner employee/sub partner

§ Ensure quality business is sourced from the branches/sub partners of the partner

§ Ensure contracting of Partner with Max Life for process / Products / Technology

§ Develop understanding of products & coach staff on product USP’s

§ Ensure Product mix and control leakage and persistency





§ Extending external networks with Key insurance distributors across in partner branches and increasing MLI wallet share

§ Proactive distribution engagement with decision makers for running effective operations in business partnership

ACCOUNTABILITIES:

§ INDUSTRY KOWLEDGE: Brings through knowledge of the Industry, understands the challengers & provides strategic direction. Conducts, Educates & shares knowledge with the partners on growing their business

§ CLIENT RELATIONSHIP: Proactively identifies, approaches and enhances strong relationship with key executives, decision makers and influencers at partner’s branch

§ CLIENT ADVOCATE: Leverages the benefits & positioning of MLI products & servicesand able to recognise an prospect.

Measures of Success:

Business Plan:

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

Customer Score: Quality

- 13th month Persistency (%)

- GIR

Activation od Partner Branches

Key competencies/skills required

§ Excellent Written, presentation & communication skills

§ Exceptional consultative & interpersonal skills

§ Stakeholder management

§ Full understanding / experience of handling partner

§ Experience in managing strategic initiative s/ programs/ trainings

§ Coaching the Partner employees

DESIRED QUALIFICATION AND EXPERIENCE:

§ Graduate with 2 to 3 years of experience in sales or distributor management, Prior experience in insurance essential.

§ Result Orientation, Customer Centricity, Problem Solving,

TARGET COMPANIES / INDUSTRY:

§ Partnership distribution / Broking Sales & BD professionals from ICICI Pru, HDFC Life, TATA AIA, ABSLI, BALIC

State

West Bengal

Branch

Kolkata - GO2

Department

Corporate Agency and Broking (CABR)

Function

Broking - Main (East Zone)

Posted On

09-May-2026

📌 Senior Relationship Manager - Broca (West Bengal)
🏢 Axis Max Life Insurance
📍 West Bengal