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.

Career Opportunities

Job Code: IJP/Executive - Ops Executive - CET

Position

Executive

- No. Of Positions
- 1 Department

Operations(Digital)

- Function
- Operations - Agency Reporting to

Manager (Cluster Officer)

- Band
- 5 Location

Mumbai GO6

- Last date of submission

Key Responsibilities : Handling Digital Calls ( Call Quality Audit Process Adherence)

Query resolution and Service request processing at Digital Calls.

Service to Sales/Recruitment lead Generation and Conversion.

Ensuring 13M & 25M persistency collection.

Retaining customer coming in for Surrender/ECS/FLC/E2R

New Business WIP Management

Statutory Compliance & Branch Risk Rating

Training & Certification

Measure of Success :

1. Total Duration for which the user was active (As per the OD’s)

2. No of calls attended by the User (As per the OD’s)

3. Average Call handling Time (As per the OD’s)

4. Time taken(lag)



to pick up the call (As per the OD’s)

5. Ensuring timely and accurate resolution ( Reduction in service grievance & CXO escalation )

6. Digital NPS/ Surrender NPS (As per the Goal Sheet)

7. POS decline Management (As per the Goal Sheet)

8. WIP Management

9. S2S/R Lead Generation and follow-up with Distribution till conversion

10. Monthly Calling on 13M & 25M Callable base assigned

11. Weekly follow-up with Distribution on Unpaid Cases (Non Contactable/Deferred/Refuse to pay Cases)

12. Surrender Retention both on value & Volume. (As per the Goal Sheet)

13. ECS Retention both on value & Volume. (As per the Goal Sheet)

14. Free-look retention Value (As per the Goal Sheet)

15. E2R Retention Volume. (As per the Goal Sheet)

1.WIP Management

1. P2A (Paid to Applied) (As per the Goal Sheet)

2. FTR (First Time Right) (As per the Goal Sheet)

3. E-Nach adoption(Online ECS Registration)

4. Agent engagement (NPS)

Ensuring Statutory, Compliance and Grievances display in al the respecting mapped branches.

Actively take part in training s and ensure clearing all the assigned assessments on stipulated time.

Desired qualifications and experience : Must have a minimum of 2-3 years Insurance experience of which at least 2 yrs in customer service / operations / Finance.

v ELIGIBILITY

Knowledge and skills required : Ability to work in a fast paced environment

Strong people skills

Valuable co-ordination skills

Data management on Excel should be good

Accounting Knowledge

Customer Centric

State

Maharashtra

Branch

Mumbai - GO6

Department

Operations

Function

Operations - Agency

Posted On

24-Mar-2026

📌 Executive - Customer Engagement (Agency) (Mumbai)
🏢 AxisMaxlife
📍 Mumbai