Max Life Insurance offers a variety of insurance solutions including life insurance, health insurance, and investment products to meet the diverse financial needs of its customers.
Mumbai
INR 4.0 - 5.0 Lacs P.A.
Work from Office
Full Time
Max Life Insurance Company Limited is looking for Executive - Customer Engagement to join our dynamic team and embark on a rewarding career journey Develop and implement strategies to enhance customer engagement and satisfaction. Address and resolve customer inquiries and complaints promptly. Conduct customer feedback surveys and analyze results to identify areas for improvement. Collaborate with marketing and sales teams to create engaging customer experiences. Maintain detailed records of customer interactions and feedback. Prepare and present reports on customer engagement activities.
Gurugram
INR 15.0 - 17.0 Lacs P.A.
Work from Office
Full Time
We are looking for a seasoned and visionary UI/UX Design Leader who will own and drive the design strategy across critical digital initiatives. This role demands a high degree of design leadership, people management, effective storytelling along with hands-on execution capability. Key Responsibilities UX Strategy & Product Design Leadership Own the end-to-end UX lifecycle for products within your assigned track. Apply user-centered design principles to inform design decisions. Develop artifacts including personas, journey maps, IA, wireframes, and storyboards . Conduct heuristic evaluations , expert reviews and recommend improvements. Plan and execute qualitative research independently (interviews, contextual inquiries, etc.). Analyze user behaviors and competitive UX benchmarks to inform design. Translate findings into actionable insights that improve product usability and desirability. Cross-Functional Collaboration Work with product managers, business stakeholders, engineers, and vendors to align on goals and design solutions. Ensure that designs are technically feasible , meet business requirements, and exceed user expectations. Design Operations Management Create and maintain user flows, user journeys, IA, wireframes, prototypes Manage UX/UI effort estimations and delivery timelines. Contribute to and evolve the design system and UI standards. Project & People Management Oversee design operations, ensuring efficient workflows and high-quality deliverables. Manage design project timelines, priorities, and quality of deliverables. Supervise and mentor Senior Designers and junior team members. Guide team members on applying research-driven design decisions. Required Skills & Qualifications UX Principles Strong understanding of UX design principles , research methodologies and design thinking framework Storytelling Ability to convey ideas and concepts through compelling storytelling. Communication Skills Excellent verbal and written communication skills. Problem-Solving Creative problem-solving skills with a strong analytical mindset . Experience 12+ years of hands-on experience in UI/UX design, with at least 4 years in a managerial/leadership role. Design Figma, Adobe Suite Collaboration Miro, Whiteboarding tools Project Management JIRA, Confluence Preferred Experience in insurance, fintech, or BFSI domains is a plus. Exposure to accessibility standards , responsive design, and scalable design systems. Strong analytical mindset to turn research into structured problem-solving. Portfolio An online portfolio showcasing product design work, analytical decision-making, design operations and strategic thinking.
Sangli
INR 15.0 - 18.0 Lacs P.A.
Work from Office
Full Time
To meet the revenue targets for the Branch To track the productivity measures as per the GPA Premium per agent , case rate , persistency, Paid cases per agent , CSG Calls , Retention Rate and annual WFYPstandards. To identify ,interview and select new Agency Development Managers Conduct weekly performance review (PRP) for ADMs
Gurugram
INR 5.0 - 6.0 Lacs P.A.
Work from Office
Full Time
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) 1. Ensuring timely and accurate resolution ( Reduction in service grievance & CXO escalation ) 2. Digital NPS/ Surrender NPS (As per the Goal Sheet) 3. POS decline Management (As per the Goal Sheet) 4. WIP Management 5. S2S/R Lead Generation and follow-up with Distribution till conversion 1. Monthly Calling on 13M & 25M Callable base assigned 2. Weekly follow-up with Distribution on Unpaid Cases (Non Contactable/Deferred/Refuse to pay Cases) 1. Surrender Retention both on value & Volume. (As per the Goal Sheet) 2. ECS Retention both on value & Volume. (As per the Goal Sheet) 3. Free-look retention Value (As per the Goal Sheet) 4. E2R Retention Volume. (As per the Goal Sheet) 1.WIP Management 2. 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. ELIGIBILITY Candidates who have a performance rating of G3V3 & have completed 18 months in the current role. FOR LATERAL MOVEMENT, candidate should have completed at least 12 months in the current role & have a minimum performance rating of G3V3 Knowledge and skills required Ability to work in a fast paced environment Strong people skills Good co-ordination skills Data management on Excel should be good Accounting Knowledge Customer Centric
Lucknow
INR 8.0 - 11.0 Lacs P.A.
Work from Office
Full Time
The role involves recruiting, training, and supervising executives to achieve business targets and insurance sales across a defined cluster of branches, while fostering a progressive partnership with the bank. The candidate will manage discrepancies at the cluster level, provide support for ongoing issue resolution, and oversee initiatives. They will also provide on-the-job training for operational processes and workflows to ensure operational excellence and customer satisfaction. Key Responsibilities Recruit, train and Supervise executives to achieve the agreed business targets and insurance sales in the defined cluster and building a progressive partnership with the bank. Manage the discrepancies at the cluster level, provide support for ongoing issue resolution, manage initiatives deployed, providing induction and on-the-job training for Ops processes and workflows to team in order to achieve operations excellence & derive customer satisfaction. Participate in the hiring process, Counsel and Mentor performance, Conduct Fortnightly PRPs, co-create and implement recognition platforms in order to build a capable and motivated team in the Yes Bank Relationship. Anticipate training requirements for the partner and lead the development and deployment of partner training programs in order to increase the selling effectiveness of owned as well partner teams. To ensure that the system requirements are met in order to the relationship is productive and mutually beneficial and compliant with all regulatory requirements. Deploy and monitor implementation specifically Bank staff contests/R&R in order to accelerate revenue generation with the Channel. Key skills required Communication skills Strategic thinking Product Knowledge Problem solving Time management Customer relationship management Deal closing skills Goal oriented Customer centricity. Desired qualification and experience Graduate/ Post Graduate in any discipline Good communication skills - English & regional language (preferred) Age group 30-40 years Preferably has own conveyance 5-8 years of experience in Sales, prior experience in Insurance essential with min 2 years of team handling experience.
Kharagpur
INR 6.0 - 7.0 Lacs P.A.
Work from Office
Full Time
Experienced Trainer with a strong background in the life insurance sector, specializing in developing and delivering impactful training programs for employees and agents. Skilled in product knowledge, sales training, and compliance, with a focus on improving performance and achieving organizational goals. Adept at identifying training needs, creating engaging learning content, and measuring the effectiveness of training initiatives. Passionate about fostering continuous learning and development to drive success within the team and enhance customer service and sales outcomes. Key Responsibilities Conduct training modules for Agent Advisors and ADMs Conducting induction and on-boarding training programs Training on selling skills Training on all MLI Insurance products and processes Training on all MLI Digital tools and Assets All other training programs as outlined in the Agent and ADM learning journey Conducting GID s and IID s Conducting PRP and FOD as and when required Conducting training in blended delivery format Delivering training in accordance with the learning journey design and blended delivery format - classroom training and/or virtual trainings Developing facilitation skills and virtual delivery skills to ensure seamless training delivery across all sessions Administrative Manager-trainer to drive adoption of the digital learning platform across all roles Responsible for driving digital assessments amongst Agents and ADMs Responsible for driving self-learning among Agents and ADMs Responsible for calendaring and effectively planning all training sessions with the OH / OHs Responsible for delivering all training adhering to the training calendar designed Responsible for driving business performance of all learners Responsible to drive attendance to all training sessions Responsible to capture attendance in TMS/ELM within the stipulated time defined Responsible to coordinate with the OH / OHs in calendaring all training sessions for an office Responsible to plan travel for training sessions in various locations as required Look after training logistics Schedule training sessions Ensure wider participation of agents in programs Ensure set-up of SMART Classroom is in place before commencing a session Monitor progress of agents on a continuous basis Seek regular feedback from agents, Sales Managers, Partner and Managing Partner Ensure that agents follow moral and ethical standards when dealing with clients Monitor Agent development Update training material Review present training material Scan environment Incorporate feedback from Agents, Customers, SMs, Ps, MPs Ensure that the agents get updated and continuous information on MLI products Facilitate self- development of agents Key skills required Industry Knowledge Strong understanding of life insurance products, regulations, and market trends. Communication Skills Ability to explain complex concepts clearly and engage with a diverse audience. Presentation Skills Skilled in creating and delivering effective training sessions and workshops. Coaching and Mentoring Ability to guide and motivate employees, helping them improve their skills and performance. Product Knowledge Deep knowledge of life insurance policies, claims processes, underwriting, and sales techniques. Training Development Experience in designing training materials, modules, and assessments tailored to the audiences needs. Adaptability Ability to adjust training methods and content to fit different learning styles and levels. Sales Skills Familiarity with sales techniques, as training often focuses on improving sales performance within the life insurance space. Problem-Solving Skills Ability to address any performance issues or knowledge gaps in trainees effectively. Technology Proficiency Familiarity with e-learning platforms, learning management systems (LMS), and other training tools. Interpersonal Skills Strong relationship-building skills to connect with trainees and collaborate with other departments. Assessment and Feedback Ability to assess trainee progress and provide constructive feedback for improvement. Desired qualification and experience Graduate in any discipline At least 2-3 years in sales and 3-4 years in conducting sales training, life insurance domain would be a plus
Alwar
INR 6.0 - 11.0 Lacs P.A.
Work from Office
Full Time
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Bengaluru
INR 4.0 - 5.0 Lacs P.A.
Work from Office
Full Time
Managing relationship with Axis Branch Sellers and thereby meeting target through Bank s FOS Responsible for managing the leads generated from Branch and thereby convert into quality business. Must adhere to the process set and timely coordinate with Cluster Manager and Operations HUB. Ensuring minimal customer complain. Shall adhere to agree TATs on first customer contact and follow-ups from the date of the lead being registered. Ensuring 15month persistency on track and thereby ensure a robust follow up mechanism with the customers. Coordinating with Cluster Training manager to ensure bank staff regularly on concepts in life insurance and new product introductions. Shall be responsible for making active the branch banking sellers and thereby achieving the activation target Ensuring LMS usage as Tracking Mechanism on line and follow up Calls. Key competencies/skills required Excellent Relationship Skill, Managing Various level of Bank Management , Adherence to Process Desired qualification and experience- Graduate in Any Discipline from a UGC / AICTE approved College and University. 1 to 2 years of experience in sales, experience in Insurance will be preferred. Experience in the fields of Life insurance sales management, Retail bank distribution, and Channel Management and/or DSA relationship.
Mumbai
INR 6.0 - 7.0 Lacs P.A.
Work from Office
Full Time
Establishing & strengthening relationship with branch manager & staff to gain leads from them. Involvement in work site activities (putting up stalls and making presentations in corporate. Closing sale and following up on issuance. Increasing bank s customer awareness about Life Insurance solutions and achieve the targeted penetration on cross sell within the branch s customer base. Drive effectively the Reward and recognition programs launched for the bank staff. Train the bank staff regularly on concepts in life insurance and new product introductions. MEASURES OF SUCCESS Adjusted MFYP (Modal first year premium) Number of policies Business Leakage including cancellations 15th Month collection MINIMUM/SPECIFIC EXPERIENCE Graduate/ Post Graduate in any discipline 0.6 to 2/2 to 3/3-4 years of experience in sales for 5/ 5Arespectively Good communication skills - English & regional language (mandatory) Age group 21-28 years Preferably has own conveyance
Mumbai
INR 6.0 - 11.0 Lacs P.A.
Work from Office
Full Time
Will be responsible for meeting sales target through Bank s FOS. Will be responsible for maintaining relationships with all constituents in the Bank Branch Keeping accurate record of referrals received form all constituents in the bank branch. Shall adhere to agree TATs on first customer contact and follow-ups from the date of the lead being registered. Shall approach him/herself at least 5 new customers in the bank branch each day. Increasing bank s customer awareness about Life Insurance solutions and achieve the targeted penetration on cross sell within the branch s customer base. Drive effectively the Reward and recognition programs launched for the bank staff. Shall train the bank staff regularly on concepts in life insurance and new product introductions. MEASURES OF SUCCESS Achieving Business Target milestones - AFYP / Blended premium, and no. of cases. Relationship with Bank Branch Manager Effective Lead generation and meet value / number targets JOB REQUIREMENTS KEY RESPONSIBILITIES Will be responsible for meeting sales target through Bank s FOS. Will be responsible for maintaining relationships with all constituents in the Bank Branch Keeping accurate record of referrals received form all constituents in the bank branch. Shall adhere to agree TATs on first customer contact and follow-ups from the date of the lead being registered. Shall approach him/herself at least 5 new customers in the bank branch each day. Increasing bank s customer awareness about Life Insurance solutions and achieve the targeted penetration on cross sell within the branch s customer base. Drive effectively the Reward and recognition programs launched for the bank staff. Shall train the bank staff regularly on concepts in life insurance and new product introductions. MEASURES OF SUCCESS Achieving Business Target milestones - AFYP / Blended premium, and no. of cases. Relationship with Bank Branch Manager Effective Lead generation and meet value / number targets
Kolkata
INR 13.0 - 17.0 Lacs P.A.
Work from Office
Full Time
Managing office administration assets and upkeep of the same. Agents Contracting New Business Processing Banking of Initial & Renewal Premium Managing Petty cash & vendor payments Retention of Surrender Requests Execution of all Service Requests - Post Policy Issuance Reverting on customer queries and complaints Maintaining high NPS Scores Life Claims processing Handling compliance issues. Audit Rating Measure of Success Customer Engagement - As per the process Retention (All 4 cohorts) - As per the Process NPS-85 100% Banking with 24 hours. Vendor payment TAT should be Surrender Requests 100 % Accuracy of POS requests 100 % Accuracy of Customer service Zero Day upload of POS & Claims Docs in FTP server. Audit rating 2 Persistency New Business P2A Drive Review of team members Quarterly Desired qualifications and experience Graduate / Post-Graduate in any discipline. 10 years experience handling front end customer services Knowledge of service quality is required Team handling with more than 8 employees Knowledge and skills required Must be highly customer centric Excellent communication skills Good co-ordination skills Data management on Excel should be good
Salem
INR 4.0 - 6.0 Lacs P.A.
Work from Office
Full Time
Takes responsibility of fulfilling leads & prospecting new business from salary segment of bank partner to close Protection and annuity business. KEY RESPONSIBILITIES Lead generation at the time of account opening/service call being made to the customer Establishing & strengthening relationship with Cluster head & staff to gain mindshare from them on protection and Annuity Involvement in work site activities (putting up stalls and making presentations in corporate. Working, engaging and connecting with HNI clients for one on one selling Closing sale and following up on issuance. Increasing bank s customer awareness about Life Insurance solutions and achieve the targeted penetration on Annuity and protection Drive effectively the Reward and recognition programs launched for the bank staff. Train the bank staff regularly on Annuity and Protection plan of Max Life MEASURES OF SUCCESS Adjusted MFYP (Modal first year premium) Number of policies Business Leakage including cancellations MINIMUM/SPECIFIC EXPERIENCE Graduate/ Post Graduate in any discipline 1 to 3 years of insurance experience Good communication skills - English & regional language (mandatory) Age group 21-28 years Preferably has own conveyance
Kolkata
INR 4.0 - 5.0 Lacs P.A.
Work from Office
Full Time
Max Life Insurance Company Limited is looking for Assistant Manager to join our dynamic team and embark on a rewarding career journey Supervises daily operations and team performance Assists in strategic planning and business development Ensures compliance with company policies and procedures Supports senior management in decision-making
Ahmedabad
INR 5.0 - 6.0 Lacs P.A.
Work from Office
Full Time
Max Life Insurance Company Limited is looking for Deputy Manager to join our dynamic team and embark on a rewarding career journey. Assist the Manager in the day-to-day operations of the business, including setting goals, developing strategies, and overseeing the work of team members Take on leadership responsibilities as needed, including managing team members and making decisions in the absence of the Manager Identify and address problems or challenges within the business, and develop and implement solutions Collaborate with other departments and teams to ensure smooth and efficient operations Maintain accurate records and documentation Contribute to the development and implementation of business plans and goals
Solapur
INR 2.0 - 3.0 Lacs P.A.
Work from Office
Full Time
Max Life Insurance Company Limited is looking for Senior Officer to join our dynamic team and embark on a rewarding career journey. The Senior Officer plays a crucial role in the organization, responsible for overseeing and executing various tasks and projects to ensure the smooth functioning of operations This role requires strong leadership, analytical skills, and the ability to collaborate effectively with team members and stakeholders Key Responsibilities LeadershipProvide leadership and guidance to team members, fostering a positive work environment Lead by example, demonstrating professionalism, integrity, and dedication to the organization's goals and values Project ManagementManage and coordinate projects from initiation to completion, ensuring adherence to timelines and budget constraints Develop project plans, allocate resources, and monitor progress to achieve project objectives Identify and mitigate risks to project success, implementing appropriate solutions as needed Operational EfficiencyStreamline processes and procedures to improve operational efficiency and effectiveness Identify opportunities for automation or technological enhancements to optimize workflow and productivity Collaborate with cross-functional teams to implement process improvements and best practices Data Analysis and ReportingAnalyze data to identify trends, patterns, and insights relevant to the organization's objectives Generate reports and presentations to communicate findings and recommendations to key stakeholders Utilize data-driven insights to inform decision-making and drive continuous improvement initiatives Stakeholder EngagementBuild and maintain relationships with internal and external stakeholders, including clients, partners, and vendors Collaborate with stakeholders to understand their needs and requirements, ensuring alignment with organizational objectives Effectively communicate project updates, issues, and resolutions to stakeholders, fostering transparency and trust Compliance and Risk ManagementEnsure compliance with relevant laws, regulations, and internal policies and procedures Proactively identify and address potential risks and compliance issues, implementing appropriate controls and safeguards Keep abreast of industry developments and best practices to inform risk management strategies
Bengaluru
INR 18.0 - 20.0 Lacs P.A.
Work from Office
Full Time
Will be responsible for managing broking partners mapped in the zone. Create and maintain engagement with state heads and other key broking offices / Management Team members Lead a team of state heads and monitor their input/output activity and ensure lead generation through various sources Increasing insurance awareness and product penetration among mapped sub-brokers/RM. Increasing insurance penetration among broking staff members. Suggest sizzlers and R&R platforms for broking employees who provide prospect leads as well as for MAX LIFE s dedicated sales team Suggest product synergies and capture partner s various customer touch-points for insurance sales opportunities Provide accurate and timely competitor updates/best practices. MEASURES OF SUCCESS Business Plan - Adj MFYP (Rs.) - Plan v/s Actual Activation Plan - Seller Activation (%) - Plan Vs Actual Collections- 15th month Persistency (%) - >75% Sales process Adherence - 1.Implementation of CRM 2.Governance Rhythm 3.Business Leakage & complaints Effective Management of People 1. Talent Retention - 70% 2.G2V2 retention - >90%. 3. Engagement Score - 85% Customer centricity and satisfaction - Effective Management of Customer As per Plan Key Relationships (Internal /External) 1.Distribution leaders 2.HR Team 3. Training Team 4. Planning & Analytics Team 5. Broking Management & Sales Team Key competencies/skills required Relationship Management, Leading people, Effective Management of Process
Gurugram
INR 13.0 - 18.0 Lacs P.A.
Work from Office
Full Time
Participating in Evaluation of requirements Works closely with stakeholders to understand their objectives and translate these into system specifications that guide development and implementation. Create use cases that illustrate user interactions with the system, ensuring all scenarios are covered. Analysis and Design Analyze current systems and processes to identify areas for improvement. Assess the impact of proposed changes on existing systems and processes, identifying potential risks and mitigation strategies. Facilitate sessions to validate designs with users, ensuring that their feedback is integrated into the final design. Participate in design review meetings to ensure that solutions align with business needs and architectural standards. Create and maintain comprehensive documentation, including user manuals and training materials. Design new processes that align with business goals, incorporating best practices and compliance requirements Automating workflows ensures that processes run smoothly and consistently, minimizing delays and bottlenecks. Business Requirement writing & Testing and Quality Assurance Preparation/Reviewing the BRD and FSD for functionalities to be build BR & CR writing and FSD review Testing of functionalities, test plans and conduct user acceptance testing (UAT management) Develop and execute test plans to validate system functionality against requirements Ensure that solutions meet business needs and validate system functionality. Facilitating cross functional alignment & governance reviews Knowledge transfer - Repository creation and management as per plan Conduct training sessions for end-users on new systems and processes. Provide ongoing support and troubleshooting for system-related issues Establish mechanisms for collecting feedback on system performance and usability post-implementation. Collect feedback post-implementation to identify areas for further enhancement Stay updated on industry trends and best practices to recommend improvements Adherence to Project calendar Adherence to submission of Ops deliverables as per project calendar. Serve as a liaison between business units and IT, ensuring effective communication and understanding. Product launch requirements handling & go live of the requirements before 3 months of the hit date. Zero defect post production due to incomplete BR Support project managers in planning and executing projects Monitor project progress, ensuring alignment with requirements and timelines. Provide ongoing support and clarification of requirements throughout the project lifecycle Compliance Strengthen control & compliance of all transactions in POS. Strengthen reporting of BAP submission Identification of key process / product parameters having a financial or customer impact Facilitating deployment of prioritized SICs Completion of all SOPs - review by all stake holders (IA, Risk, Compliance and Legal) Regulatory reporting on time No major outage in any other audit Improve Customer & Distributor Experience Analyze NPS to find gaps and drive improvement People Strengthen people capability and Growth agenda Overall Attrition G2M2 Attrition Pulse/Tower Watson Score Development Plan Develop second line of resource Cost Work within the allocated budget, amount saved from last year budget. Desired qualifications and experience Bachelor s degree in Business Administration, Information Technology. Preferably with a professional qualification. Knowledge of Life Insurance domain also have knowledge on audit & compliance guideline, preferred. Must have knowledge of Ingenium is & experience in systems analysis, or a related field . Must have a minimum of 7- 15 years in Insurance. Strong analytical and problem-solving skills Excellent communication skills to work effectively with technical teams and business stakeholders. Knowledge of software development lifecycle (SDLC) and agile methodologies is a plus.
Guwahati
INR 11.0 - 15.0 Lacs P.A.
Work from Office
Full Time
Establishing & strengthening relationship with branch manager & staff to gain leads from them. Involvement in work site activities (putting up stalls and making presentations in corporate. Closing sale and following up on issuance. Increasing bank s customer awareness about Life Insurance solutions and achieve the targeted penetration on cross sell within the branch s customer base. Drive effectively the Reward and recognition programs launched for the bank staff. Train the bank staff regularly on concepts in life insurance and new product introductions. MEASURES OF SUCCESS Adjusted MFYP (Modal first year premium) Number of policies Business Leakage including cancellations 15th Month collection MINIMUM/SPECIFIC EXPERIENCE Graduate/ Post Graduate in any discipline 0.6 to 2/2 to 3/3-4 years of experience in sales for 5/ 5Arespectively Good communication skills - English & regional language (mandatory) Age group 21-28 years Preferably has own conveyance
Kolkata
INR 10.0 - 14.0 Lacs P.A.
Work from Office
Full Time
Establishing & strengthening relationship with branch manager & staff to gain leads from them. Involvement in work site activities (putting up stalls and making presentations in corporate. Closing sale and following up on issuance. Increasing bank s customer awareness about Life Insurance solutions and achieve the targeted penetration on cross sell within the branch s customer base. Drive effectively the Reward and recognition programs launched for the bank staff. Train the bank staff regularly on concepts in life insurance and new product introductions. MEASURES OF SUCCESS Adjusted MFYP (Modal first year premium) Number of policies Business Leakage including cancellations 15th Month collection MINIMUM/SPECIFIC EXPERIENCE Graduate/ Post Graduate in any discipline 0.6 to 2/2 to 3/3-4 years of experience in sales for 5/ 5Arespectively Good communication skills - English & regional language (mandatory) Age group 21-28 years Preferably has own conveyance
Chandigarh
INR 14.0 - 15.0 Lacs P.A.
Work from Office
Full Time
Relationship Management with the Axis Circle Head, Circle Business Managers, Segment Heads and Branch Heads With the advent of cluster formation relationship management with the Branch Heads in order to achieve business targets and builds a progressive partnership with the bank. Provide inputs to the Regional Head and make plans for achievement in order to support and contribute to Axis Bank Strategy. Driving Maxis 2020 agenda across branches and thereby ensuring E Sales &2020 process adherence Periodic Analysis of the performance, Counsel and Mentor performance, Conduct Fortnightly PRPs with the RA and ASMs and Facilitate performance management. Co-create and implement recognition platforms in order to build a capable and motivated team in the AXIS Bank resources. Liaise with training team and circle trainer, ensuring product training departed to all sellers including Axis Bank resources. Daily updates in alignment with Axis Clusters of focused business parameters-Business Plan, Branch Seller Activation and persistency and thereby tracking the performance in all the vectors. Ensuring Branch visits to the top branches, whose %ge achievement on budget is lower than the smaller branches, and come out with the strategy. Deploy the BOLD system to own team and ensure that the system requirements are met in order to ensure that the relationship is productive and mutually beneficial and compliant with all regulatory requirements. Driving the Axis 2.0 Vision and ensuring the highest usage of LMS activity by the team. Deploy and monitor implementation specifically Bank staff contests/R&R in order to accelerate revenue generation with the Channel. Measures of Success Business Plan- Adj MFYP (Rs.) - Plan v/s Actuals Activation plan- Seller Activation (%) - Plan Vs Actual New Business Margin for the channel As per Plan Persistency- 15th month Persistency (%) - > 85% (By Value) E Customer centricity and satisfaction Effective Management of Customer As per Plan Key Relationships (Internal /External) Effective Management of People & Customer Retain talent - - 70%, (as per HR formula) Handling Customer Complaints Key competencies/skills required Relationship, Leading people, Effective Management of Process Desired qualification and experience - Master of Business Administration or equivalent. 5 to 7 years of experience in intensive Distribution, Channel Management, Prior experience in insurance essential. Result Orientation, Customer Centricity, Technical Expertise, Managerial Expertise, Problem Solving, Role Modeling Core Values.
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