16 Sep
|
AxisMaxlife
|
India
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 setting.
#ComeAsYouAre LGBTQIA+ and PwD candidates of all ages are encouraged to apply
Job Description:
Job Description – Manager, Strategic Initiives
Background:
This role is part of the Direct Sales Force Channel within the Strategic Initiatives Team, focused on driving growth, adoption, and implementation of Digital and AI-led tools, processes, and interventions across the sales ecosystem. The role requires a strong blend of operational understanding, analytical capability, and stakeholder coordination to support business efficiency and digital transformation initiatives.
Role Overview
We are looking for a detail-oriented and proactive professional to join our team as a Manager – Sales Operations & Backend Analytics. The ideal candidate should be comfortable working with large datasets, possess strong analytical skills, and have a good understanding of backend operational processes across the sales lifecycle — from lead creation to policy login.
This role requires someone who is sharp with numbers, highly organized, eager to learn, and capable of taking ownership in a fast-paced environment.
Key Responsibilities / KRAs
- Manage and maintain large Excel-based datasets and trackers with high accuracy.
- Perform basic to intermediate data analysis to identify trends, gaps, and operational insights.
- Monitor and understand the complete sales/backend journey including lead creation, lead allocation, tracking, and policy login processes.
- Prepare reports, dashboards, and MIS for leadership reviews.
- Coordinate with cross-functional teams to resolve operational issues and improve turnaround time.
- Identify process gaps and recommend improvements for efficiency and accuracy.
- Drive adoption and usage of Digital and AI initiatives across the Direct Sales Force Channel.
- Capture and share field insights to improve digital interventions, user experience, and operational effectiveness.
- Conduct trainings and awareness sessions for Digital and AI tools and initiatives.
- Support implementation and monitoring of strategic projects related to sales operations and digital transformation.
- Take ownership of assigned projects and demonstrate a willingness to learn new systems and processes.
Desired Skills & Qualifications
- Strong proficiency in Microsoft Excel (Pivot Tables, VLOOKUP/XLOOKUP, formulas, data handling).
- Good numerical and analytical ability.
- Basic understanding of backend operations and sales processes.
- Ability to work with data in a structured and detail-oriented manner.
- Quick learner with a problem-solving mindset.
- Good communication and stakeholder management skills.
- Comfortable working in a dynamic and fast-moving environment.
- Prior experience in operations, MIS, sales coordination, backend process management, or strategic initiatives will be preferred.
What We’re Looking For
- Ownership mindset
- High attention to detail
- Process-oriented thinking
- Willingness to step up and take initiative
- Ability to adapt and grow with the role
State:
Home Office
Branch:
Gurugram -90C
Department:
Direct Sales Force
Function:
DSF - Strategic Initiatives
Posted On:
15-May-2026
📌 Manager - Strategic Initiatives (India)
🏢 AxisMaxlife
📍 India