Relationship Associate - Credit Life (Punjab)

Relationship Associate - Credit Life (Punjab)

16 Sep
|
AxisMaxlife
|
Punjab

16 Sep

AxisMaxlife

Punjab

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:

Managing the Group credit life business, across locations and to achieve business volume (premium) and desired penetration. Regularly engage and provide market update, training & drive the ASCs (Loan Centre) to implement the set processes and ensuring seamless functioning of Grp Cr Life product within ASCs. He/she will be closely working with the Retail Asset Teams of the Bank to sell Group credit life Scheme along with the bank’s primary product. He/she would plan, monitor, coach, communicate and execute sales strategies and gain mind share of the bank officials (at all levels) and then provide feedback.



He/she will also in turn work with the Group Operations to follow up on issuance and clearing of pendency, if any.

Principal Accountabilities

How they are achieved/measured

- Manage the Group business with the Bank employees

- Liaison with different departments for closure of the cases

- Champion product and process to drive top line sales through business sales team and maintaining penetration levels of group insurance products with channel partner.
- Coordinate and train key officials (ASSL, DSA, other bank officials) to enhance their understanding of the business to increase seller activisation
- Provide market feedback on competition and other products in the market.
- Manage and strengthen relationship through engagement with Partner’s Zonal Leadership team, Ops & Credit Team, DSAs, SMs, Field Sales Staff at all levels and across functions. Values add in key initiatives to enhance attachment ration & business volume through training and service.

- Tracking penetration performance and publishing dashboards, along with Group Operations.
- To measure & monitor the various metrics (Files and sum assured Penetration rates, seller activation, Claim denial rates/ pending rates, rejection ratios , medical TATs etc), to minimize the same and adhere to TATs and contribute to product improvement.
- Monitoring and control process of Post Sales.
- Managing complete claims operation & end to end process.

State:

Punjab

Branch:

Amritsar

Department:

Bancassurance

Function:

Bancassurance - YBL Credit Life

Posted On:

23-Jun-2026

📌 Relationship Associate - Credit Life (Punjab)
🏢 AxisMaxlife
📍 Punjab

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