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 SUMMARY

Direct customer service and sales to existing MLI customers through relationship building. Existing Customer database will be provided by company (called the Book of Relations- BoR).

KEY RESPONSIBILITIES

Service through relationship management
Establishing and strengthening relationship with the allocated customer base.




Ensure retention of in his/her allocated ”Book of Relations” (existing customer database).
Act as single point of contact for customers for any customer query/complaint.
Identify financial goals of customers and providing financial planning assistance.
Competition Analysis for giving skilled advice to customer
Fix self appointments everyday from the given customer database as per the campaign

Sales
Focus on cross-sell & up-sell prospect in allocated customers.
Ensure successful completion of licensing as per MLI standards

MEASURES OF SUCCESS
TAT adherence for updating System - CRM Next
Successful completion of cross-sell/ up-sell Business Goals month on month
Collection of payment/premium from 91-180 days due policies
Complaint Resolution /Customer satisfaction
Achievement of Retention Targets.
> 45 unique customer meetings in a month
More than 90% attendance (of total working days)
Successfully score >=80% in the Functional Trainings imparted

State:

Uttarakhand

Branch:

Dehradun

Department:

Direct Sales Force

Function:

Loyalty - East Zone

Posted On:

23-Jun-2026

📌 Assistant Manager Cat Loyalty Uttarakhand
🏢 AxisMaxlife
📍 Uttarakhand