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.

Career Opportunities

**-

- Position**
- AM - Customer Advisory Team

Asst Manager

- 5A

**-

- Department**
- Customer Advisory Team

**-

- Reporting to**
- Branch Relationship Management

**-

- 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 professional advice to customer
- Fix self appointments everyday from the given customer database as per the campaign

**-

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

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- 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

**-

- DESIRED QUALIFICATIONS AND EXPERIENCE**

Assistant Manager - Customer Advisory Team : 1.5 - 2 years in sales of Insurance/ Mutual Fund/ CASA/ Investments/ Loans/ Real Estate.

Minimum 6 months exposure to Life Insurance

Age Bracket: 25-30 years

Must own a conveyance

**-

- KNOWLEDGE / SKILLS / ABILITIES**
- Process & Result orientation
- Customer centricity & relationship building
- Basic Computer Knowledge.
- Good communication skills
- English and regional language

**-

- State**

West Bengal

Branch

Kolkata - GO2

Department

Direct Sales Force

Function

Loyalty - East Zone

Posted On

12-May-2026

📌 Senior Officer - Cat - Loyalty (Kolkata)
🏢 AxisMaxlife
📍 Kolkata