Unit Head - Corporate Annuity & Funds (Maharashtra)

Unit Head - Corporate Annuity & Funds (Maharashtra)

24 Sep
|
AxisMaxlife
|
Maharashtra

24 Sep

AxisMaxlife

Maharashtra

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

: JOB SUMMARY

Responsible for achieving the targets for Annuity Business through NPS, Superannuation & open market

(PSU clients) in the assigned region.

Responsible for providing assistance in executing the business plan

 Tie-ups/Empanelment with large PSUs

 Assist in launching Annuity Business in the assigned Region

 Presenting the Corporate Annuity products to the targeted audience

 Update the Sales process and maintain the databases as suggested by Corporate Annuity Department

KEY RESPONSIBILITIES

Responsible for implementing the sales plan of the assigned region

- Responsible of handling a team of FLS
- Responsible for tie-ups with PSUs
- Responsible for achieving sales targets from the large

PSUs on a month-on-month basis




- Assist in launching & driving Annuity Business
- Conceptualizing & implementation of sales promotional

activities for brand building & market development
- Prepare periodic sales reports
- Conduct webinars / Presentations with retirees of PSUs
- Ensure to have explicit understanding of products and

awareness of offerings by competition.

Maintain database on Govt./ PSUs and competitor information

- Update the client’s/ call reports accurately and

efficiently and any competitor’s information as suggested by Goverment Annuity team

Continuously evaluate potential of Annuity Business in the region

- Develop specific analysis parameters
- Conduct analysis on the potential groups/PSUs and

prepare reports for the Business Head
- Collect competitor information on the Corporate

Annuity Business

Adhere to all Organization’s policies and procedures

Measures of Success

- Actual sales achieved vs the 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
- Stakeholders

DESIRED QUALIFICATIONS & EXPERIENCE:
- Graduate/Master of Business Administration preferably in Sales, Marketing or Finance

5 years of relevant experience in Life Insurance - Corporate Annuity Sales

State: Maharashtra

Branch: Mumbai - GO2

Department: Group Retirement & Protection

Function: Retirement

Posted On: 22-Sep-2026

📌 Unit Head - Corporate Annuity & Funds (Maharashtra)
🏢 AxisMaxlife
📍 Maharashtra

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