Meet unit targets Achieve revenue targets Ensure implementation of GOLD system Supervise the activity plan of Sales Managers & Agents to ensure that these are fulfilled as per the desired standards Ensure that all Sales Managers and Agents under supervision perform as per the company s rules and regulations Track productivity measures as for the unit AFYP Case rate Annual mode business Persistency Paid cases per agent YTD appointments SM appointments Pro active agent retention Annual FYC standards Execute plans for growth of the agency Identify, interview and select new Sales Managers from natural market and by networking Ensure adherence to laid down sales and service standards for Sales Managers Conduct weekly performance review and planning (PRP) for Sales Managers Ensure retention of Sales Managers by formulating their development plans, meeting their training needs and communicating with them on a regular basis Build leadership pipeline of future SMs & APs from the unit OTHER RESPONSIBILITIES HO co-ordination Sales promotion activities Assist in overall running of the G O MEASURES OF SUCCESS CGPA AFYP Case Rate Recruitment Retention Persistency GOLD Audit Rating Active Retention Number of promotions MINIMUM EDUCATION Graduate preferably with an MBA MINIMUM/SPECIFIC EXPERIENCE Graduate preferably with an MBA If MBA, minimum of 6 years of experience in sales and sales management, recruitment, supervision and development of people A graduate should have a minimum of 7-8 years of experience in the above domain Should have local market exposure and experience in process driven, quality sales organizations Graduate preferably with an

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

Identify the Top financial /General Insurance/Health Insurance distributors in the assigned territory from the competition Pitch Max-Life Agency Career Opportunity through Career Seminars / Presentations / Meetings Understand the Top Advisor/ Business Associate value proposition, onboarding process and regulations related to the same Hiring and Onboarding of Top Advisors and Business Associates post conducting Career seminars and Presentation and meet the defined Recruitment plan Drive sales from the team of Top Advisors / Business Associates and Financial distributors to meet the defined sales plans. Maintain Quality of sales by ensuring the Persistency standards of the channel Adherence to the desired input behaviors to drive Sales and Recruitment Periodically Train & Develop advisors for new product launches and communicating any changes in company guidelines / policies. Managing field operations by coordinating with Operations and DSDO for sales and Recruitment. MEASURES OF SUCCESS Hiring and driving activation of Top Advisors/Financial Distributors from competition Career Seminars / Meetings with Top Advisors/ Financial Distributors Meeting Sales and Recruitment Plan consistently Persistency Advisor Productivity & Retention Adhering to Input behaviors KEY RELATIONSHIPS Circle Head -Elite Vertical Ops Team (CET and DSDO) Training and Development Human Resources KNOWLEDGE/SKILLS/ABILITIES Strong relationship building capability Go-getter attitude Result orientation Passionate towards Sales DESIRED QUALIFICATION AND EXPERIENCE Graduate with 5+ years of experience, at least 3 years experience in insurance sector Proven record of leading Front-Line Sales in Financial Services, preferably in Insurance Should have similar market exposure and experience in process driven, quality sales organizations Familiarity with skills in recruitment, driving sales and activation ORG CHART CEO DMD Head Agency Regional Manager / CVP & Head - Elite Vertical (dotted line) Circle Head - Elite Vertical ADM Elite Vertical

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

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 15 th 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

Opportunity to be associated with MAX Life Insurance Pvt. Ltd. As Associate Business Development Manager and build a distribution enterprise. Responsible for recruiting and managing a team of Leader and agents. Responsible for recruiting a team of Leaders, who will recruit agents and agents will source direct business. Key Responsibility Exceed recruitment target on new agency leaders and agent enrollments. Enhance quantity and quality recruitment by developing successful leaders. Emphasis on quality recruitment by the Agency Leaders and Agency Associates through one-onone session. Create mutual support platform for Financial Executives, Agency Associate and Agents to enable easier recruitment. Enhance AFYP & Number of cases by the unit. Focus on potential EC, MDRT, CEO council agents through complete unit. Focus on number of R&R winners. Focus on enablement and development of the team Ensure agents, agency associates, agency associate s unit and agency leader unit is in complaint with various IRDA guidelines. Timely contract of agents and agency associates within regulatory guidelines Monitoring IRDA guidelines impacting AAP channel at regional level. Track competition regularly at regional level on various measure such as new strategies, new compensation models etc. with particular reference to Financial Executives / AAP model developed by the competitors. Execute plans for growth of the agency Identify, interview and select new leaders from market and by networking Ensure adherence to laid down sales and service standards for Financial Executives, Agency Associates and Agent Advisors. Conduct weekly performance review and planning (PRP) for team Ensur e retention of team by formulating their development plans, meeting their training needs and communicating with them on a regular basis. Handhold, develop and supervise Financial Executives, Agency Associates and Agents to meet plan and follow growth leadership practices. Measures of Success Building a chain of successful leaders (Financial Executives) Recruitment (contracted agents) numbers Add-on of AFYP & number of cases in the team. Add-on of number of new agency associates Case Rate & Case Size Agent satisfaction survey Accuracy and timeliness of information Other Responsibilities HO co-ordination Sales promotion activities Assist in overall running of the Office Knowledge / Skills / Abilities Selling Skills Relationship Building skills Coaching and Developing Team Result Orientation Resilience Discipline Demonstrating Adaptability Minimum Education Minimum Graduation in any discipline, MBA will be an added advantage. Minimum and specific experience Overall experience of 4-6years Preference will be given to candidates having man management experience Should have minimum of 2 years of sales experience.

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

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

The agency channel refers to a distribution method where insurance products are sold through agents. These agents act as intermediaries between the insurance company and customers, facilitating the sale of policies, providing customer support, and offering advisory services. This initiative is expected to improve customer experience especially in markets where customers prefer human interaction. It also supports customer in Resolving policy service need Renewal collection to resolve policy holder s service needs, Cross sale opportunity Job Summary Responsible for productivity of the Branch Office and for recruitment and development of FLS Business Development Managers Key Responsibilities/ Key Deliverables To meet the revenue targets for the GO To track the productivity measures as per the GPA Premium per agent, case rate, persistency Paid cases per agent, YTD appointments, Retention Rate and annual FYC standards. Business Development Managers Adhere to Business Development Managers linked sales and service standards Conduct weekly performance review (PRP) for Business Development Managers To ensure retention of Business Development Managers by formulating their development plans, meeting their training needs and communicating with them on a regular basis. To meet rural and social policy targets Help Business Development Managers use the AWS system for maximizing business from a given target market. Supervise the activity plan of Business Development Managers & Agents to ensure that these are fulfilled as per the desired standards. To ensure that all Business Development Managers and Agents under supervision perform as per the company s rules and regulations. Measures of Success Recruitment of Top Advisors/Financial Distributors from competition Achievement of planned sales volume in the assigned territory Top Advisor Productivity & Retention Manager Retention Audit observations Quality of Business

Max Life Insurance Company Limited is looking for Relationship Manager - Affluent Banking to join our dynamic team and embark on a rewarding career journey A Relationship Manager in Affluent Banking is responsible for managing and developing a portfolio of high net worth (HNW) clients, offering personalized financial solutions and advisory services to meet their wealth management needs The role involves building strong, long-lasting relationships with clients and providing exceptional customer service The Relationship Manager collaborates with various internal teams to ensure the delivery of comprehensive financial solutions and achieve business targets ResponsibilitiesClient Relationship ManagementBuild and maintain strong relationships with high net worth clients through regular interactions, understanding their financial goals, and addressing their wealth management needs Provide personalized financial advice, investment strategies, and solutions based on a thorough understanding of clients' risk tolerance, financial objectives, and current market conditions Conduct regular portfolio reviews and financial health check-ups to assess clients' financial performance and make necessary adjustments Business DevelopmentIdentify potential affluent clients through various channels, including referrals, networking, and market research Develop and execute strategies to acquire new affluent clients and grow the portfolio size Collaborate with product specialists, marketing, and other teams to enhance product offerings and improve client acquisition and retention Wealth Management SolutionsRecommend and sell a range of financial products and services, including investment products, insurance, retirement planning, and estate planning, tailored to individual client needs Stay updated with market trends, financial products, and industry regulations to offer the most relevant and up-to-date financial advice Compliance and Risk ManagementEnsure compliance with all internal policies, procedures, and regulatory guidelines Monitor and manage potential risks within the portfolio, working to mitigate any adverse effects on clients' investments Team CollaborationCollaborate with internal teams, including relationship managers from other divisions, wealth specialists, credit officers, and customer support, to deliver comprehensive and seamless services to clients Work closely with the support teams to ensure smooth onboarding of new clients and efficient handling of any client-related issues RequirementsBachelor's degree in finance, economics, business, or a related field Proven experience as a Relationship Manager, preferably in affluent banking or private wealth management, with a demonstrated track record of achieving sales targets and delivering exceptional customer service Strong knowledge of financial products, investment strategies, and wealth management solutions Excellent communication and interpersonal skills to establish and maintain client relationships effectively Analytical mindset with the ability to assess clients' financial situations and recommend suitable solutions Knowledge of relevant banking regulations

Max Life Insurance Company Limited is looking for Branch Relationship Manager to join our dynamic team and embark on a rewarding career journey Customer Relationship ManagementBuild and maintain strong relationships with customers, providing personalized service and addressing their financial needs Conduct regular meetings and reviews with customers to understand their goals, financial situations, and requirements Recommend and offer appropriate banking products and services, such as loans, deposits, investment options, and insurance Handle customer inquiries, complaints, and requests, ensuring prompt and satisfactory resolution Sales and Business DevelopmentDevelop and implement strategies to achieve branch sales targets and revenue goals Identify cross-selling and upselling opportunities to promote additional banking products and services Actively prospect for new customers through networking, referrals, and community involvement Conduct sales presentations, product demonstrations, and financial education sessions for customers Team Leadership and CollaborationLead and manage a team of customer service representatives, providing guidance, training, and performance evaluations Foster a positive and motivating work environment, encouraging teamwork, collaboration, and professional growth Collaborate with other departments, such as lending, operations, and marketing, to ensure seamless customer experiences and efficient branch operations Coordinate with internal stakeholders to address customer issues, escalate complex problems, and streamline processes Compliance and Risk ManagementEnsure compliance with regulatory requirements, internal policies, and procedures Stay updated with industry regulations and changes, implementing necessary measures to mitigate risks and maintain a compliant branch Conduct regular audits and reviews to identify and resolve any compliance or risk-related issues Educate branch staff on compliance guidelines and best practices Branch Performance and Operational ExcellenceMonitor and analyze branch performance metrics, such as sales targets, customer satisfaction, and operational efficiency Develop action plans to address performance gaps and improve overall branch performance Implement operational processes and controls to ensure smooth branch operations, cash management, and security measures Collaborate with the regional or area manager to align branch goals with organizational strategies QualificationsBachelor's degree in Business, Finance, or a related field Advanced degrees or certifications are a plus Proven experience in retail banking, branch management, or relationship management roles Strong knowledge of banking products, services, and financial industry trends Excellent customer service and relationship-building skills Sales-oriented mindset with a track record of meeting or exceeding sales targets Leadership abilities, with experience in managing and motivating a team Understanding of compliance regulations and risk management in the banking industry Strong communication, negotiation, and interpersonal skills Analytical thinking and problem-solving abilities Proficiency in banking software and systems Ability to work in a fast-paced and dynamic environment Availability to work flexible hours, including evenings and weekends, as needed by the branch's operational hours

Max Life Insurance Company Limited is looking for Regional Agency Coordinator to join our dynamic team and embark on a rewarding career journey Manage operations across regional agencies and branches Ensure compliance and performance consistency Liaise with internal and external stakeholders Prepare and present regional activity reports

Takes responsibility of fulfilling leads & prospecting new business from the assigned areas/ branches of channel partner KEY RESPONSIBILITIES 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

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

Job Description Job Title Associate Sales Manager Location Branch Name (as per requirement) Department Bancassurance Function Bancassurance YBL - Sales Reporting to Center Manager Band 5A Function Summary The Bancassurance Department within Axis Max Life Insurance plays a critical role in driving the distribution of life insurance products through our strategic partnership with Yes Bank. This department leverages Yes Bank s existing customer base and infrastructure to offer insurance solutions. Bancassurance Department serves as a bridge between Axis Max Life Insurance Company and Yes Bank, ensuring that insurance products are effectively marketed and sold to a wide customer base, while maintaining high standards of customer service, compliance, and performance. Below is a summary of the key functions typically performed by the Bancassurance Department Sales and Distribution Management Customer Relationship Management Compliance and Regulatory Oversight Job Summary This role involves establishing and strengthening relationships with branch managers and staff to generate leads, the candidate will actively participate in branch activities. The incumbent will be responsible for closing sales and ensuring follow-up on issuance. A key aspect of the role is to increase the bank s customer awareness about life insurance solutions and achieve targeted penetration of cross-sell within the branch s customer base. The candidate will effectively drive reward and recognition programs for bank staff and regularly train them on life insurance concepts and new product introductions. Key Responsibilities 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. 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 2 to 4 years of experience in sales Good communication skills - English & regional language (preferred) Age group 22-28 years Preferably has own conveyance

Credit Analyst JOB SUMMARY Looking for credit analyst for the fund management team of Max Life Insurance that manages AUM of over Rs 1.70 lac crore and credit portfolio of over Rs 30,000 crores. KEY RESPONSIBILITIES Overall responsibility for managing credit risk, comprising of corporate bonds with credit rating ranging from A to AAA, State development loans, Special purpose vehicles, Infrastructure investment trusts (INVIT), REITs, Alternative investment funds. Credit evaluation of new and active monitoring of existing exposures. Research and maintain database of credit market data/metrics. Individual that has passion for fundamental research, understanding business models of companies from various sectors and having strong background for financial statement analysis. The person to have prior experience in handling credit book (comprising of issuers from various sectors) in Mutual funds, Banks, Credit rating agencies and/or insurance companies. Experience of evaluating structured credit would be an added advantage. MEASURES OF SUCCESS Performance of credit portfolio, new credit additions Active coverage of credit companies and reporting Timely analysis and reporting MINIMUM EDUCATION CA or MBA (Finance) from reputed B-School. MINIMUM/SPECIFIC EXPERIENCE 2-7 years of experience in credit function in a Fund Houses/Insurance co./Banks/Rating agencies. KNOWLEDGE/SKILLS/ABILITIES Good understanding of credit markets Strong customer relationship building skills and presentation skills Good communication, interpersonal skills Highly motivated and high energy personality

Job Title Partner- Office Head Location Multiple Department Agency Function Agency Partner Channel Reporting to Regional Manager Band 3 Channel Summary The agency channel refers to a distribution method where insurance products are sold through agents. These agents act as intermediaries between the insurance company and customers, facilitating the sale of policies, providing customer support, and offering advisory services. This initiative is expected to improve customer experience especially in markets where customers prefer human interaction. It also supports customer in Resolving policy service need Renewal collection to resolve policy holder s service needs, Cross sale opportunity Job Summary Responsible for productivity of the Branch Office and for recruitment and development of FLS Business Development Managers Key Responsibilities/ Key Deliverables To meet the revenue targets for the GO To track the productivity measures as per the GPA Premium per agent, case rate, persistency Paid cases per agent, YTD appointments, Retention Rate and annual FYC standards. Business Development Managers Adhere to Business Development Managers linked sales and service standards Conduct weekly performance review (PRP) for Business Development Managers To ensure retention of Business Development Managers by formulating their development plans, meeting their training needs and communicating with them on a regular basis. To meet rural and social policy targets Help Business Development Managers use the AWS system for maximizing business from a given target market. Supervise the activity plan of Business Development Managers & Agents to ensure that these are fulfilled as per the desired standards. To ensure that all Business Development Managers and Agents under supervision perform as per the company s rules and regulations. Measures of Success Recruitment of Top Advisors/Financial Distributors from competition Achievement of planned sales volume in the assigned territory Top Advisor Productivity & Retention Manager Retention Audit observations Quality of Business Key Relationships (Internal / External) HO co-ordination Sales promotion activities overall running of the Office Desired qualification and experience Job Specifications Over 7 years of experience in sales and sales management, recruitment, supervision and development of people. Should have local market exposure and experience in process driven, quality sales system organizations Graduate preferably with an MBA KEY COMPETENCIES/SKILLS REQUIRED Familiarity with local market Skills in recruitment, supervision & development of teams Result orientation Strong network Demonstrated ability in leading people Achievement Orientation About Axis Max Life Insurance 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 trained human capital. As per the annual audited financials for FY2023-24, Axis Max Life Insurance has achieved a gross written premium of INR 29,529 Cr. For more information, please visit the company website at www.maxlifeinsurance.com. #ComeAsYouAre LGBTQIA+ and PwD candidates of all ages are encouraged to apply Job Title Partner- Office Head Location Multiple Department Agency Function Agency Partner Channel Reporting to Regional Manager Band 3 Channel Summary The agency channel refers to a distribution method where insurance products are sold through agents. These agents act as intermediaries between the insurance company and customers, facilitating the sale of policies, providing customer support, and offering advisory services. This initiative is expected to improve customer experience especially in markets where customers prefer human interaction. It also supports customer in Resolving policy service need Renewal collection to resolve policy holder s service needs, Cross sale opportunity Job Summary Responsible for productivity of the Branch Office and for recruitment and development of FLS Business Development Managers Key Responsibilities/ Key Deliverables To meet the revenue targets for the GO To track the productivity measures as per the GPA Premium per agent, case rate, persistency Paid cases per agent, YTD appointments, Retention Rate and annual FYC standards. Business Development Managers Adhere to Business Development Managers linked sales and service standards Conduct weekly performance review (PRP) for Business Development Managers To ensure retention of Business Development Managers by formulating their development plans, meeting their training needs and communicating with them on a regular basis. To meet rural and social policy targets Help Business Development Managers use the AWS system for maximizing business from a given target market. Supervise the activity plan of Business Development Managers & Agents to ensure that these are fulfilled as per the desired standards. To ensure that all Business Development Managers and Agents under supervision perform as per the company s rules and regulations. Measures of Success Recruitment of Top Advisors/Financial Distributors from competition Achievement of planned sales volume in the assigned territory Top Advisor Productivity & Retention Manager Retention Audit observations Quality of Business Key Relationships (Internal / External) HO co-ordination Sales promotion activities overall running of the Office Desired qualification and experience Job Specifications Over 7 years of experience in sales and sales management, recruitment, supervision and development of people. Should have local market exposure and experience in process driven, quality sales system organizations Graduate preferably with an MBA KEY COMPETENCIES/SKILLS REQUIRED Familiarity with local market Skills in recruitment, supervision & development of teams Result orientation Strong network Demonstrated ability in leading people Achievement Orientation About Axis Max Life Insurance 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 trained human capital. As per the annual audited financials for FY2023-24, Axis Max Life Insurance has achieved a gross written premium of INR 29,529 Cr. For more information, please visit the company website at www.maxlifeinsurance.com. #ComeAsYouAre LGBTQIA+ and PwD candidates of all ages are encouraged to apply

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 Service to Delight-NPS-90 & 3 days TAT Customer Engagement - 70% Surrender Retention - 70% NPS-90 100% 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 Service to Recruitment-100% Service to Sales(Agency & Cat)-100% Persistency-90% Freelook to retain-45% Desired qualifications and experience Graduate / Post-Graduate in any discipline. 2-3 years experience handling front end customer services Knowledge of service quality is required Knowledge and skills required Must be highly customer centric Excellent communication skills Good co-ordination skills Data management on Excel should be good

Strategic Leadership Lead the specialized training team, driving initiatives focused on Affluent Team and specialised solutions catering to NRI and Business Insurance Capability Development Build the capability of sales teams and the training function to enhance the penetration of NRI Solutions, and Business Insurance across AMLI. External Stakeholder Management Engage with Bank TPP teams, Bank Segment Heads, and key industry partners to drive training-led business growth and ensure alignment with business objectives Market Intelligence & Customization Support Share market intelligence and competitor insights with the Product and Underwriting teams to develop customized offerings tailored to the unique needs of each sales channel. Training Content & Collaterals Develop playbooks, sales kits, customized training materials, and collaterals tailored to each sales channel. Sales Enablement Partner with sales leaders to implement training strategies that translate into measurable business growth. Competitive Insights & Market Analysis Gather and analyze competitor training strategies, sales enablement techniques, and industry best practices to ensure a differentiated approach. Capability Development To manage training & development objective of the allotted Axis Bank Affluent Segment RMs and ICs and closely work with the sales team of both Max Life Insurance & Partner to formulate training strategy as per need. To ensure optimal training coverage to realize desired sales & product mix objective. To plan training calendar and ensure training coverage as per planned calendar & training needs & agreed flavor of the month. To ensure that right selling behavior, sales ethics and right sales practices are embedded through the training imparted in line with company standards and regulations. To ensure delivery of skill, behavioral & sales oriented training. To Interact Train & Coach Axis Bank RMs & Investment Counselors to help them achieve sales targets & desired product mix. Travel regional locations on a regular basis to ensure that training needs are identified & trainings planned accordingly Freeze, by month end, in agreement with Partner Sales team & Partner Insurance Counsellors, training calendar for the following months Support RMs them in joint calls where required. Build good relationships & interact informally with Axis CO to ensure smooth flow of business & training transactions. Act as a Single Point of Contact for all training related issues for RM Channels SP Licensing Act as a coordinator between MLI & TPP team for licensing training, renewal training, licensing exam fixing and all training administration related work Business Insurance To manage a team of BIC (CAs ) and drive business insurance solutions for the channel Analytics Comparisons MIS & Reporting Ability to analyze competition products and provide compelling reasons basis these analyses on advantages & strengths of Max Life products vis vis market Ability to understand FUND performance reports of MAX LIFE funds and compare with other ULIP funds as per similar asset class and provide compelling reasons on strengths of MAX LIFE funds in various asset classes basis chosen benchmark with that of other funds of similar class. Ability to understand and explain various investment assets class and opportunities and position where life insurance as an investment asset class stands out & fits in. Design and circulate training related MIS Training Calendar Training Coverage etc. to various stakeholder as required Analyze data cuts on Performance of RMs pre & post training & take corrective action, plan training and coaching basis the same. Skills Required Technical Sales experience in life insurance or other field Good Knowledge of MS Office Power point, Word and Excel Life Insurance subject matter expertise Life Insurance Product knowledge Analytical skills to compare life insurance products Good understanding of financial products, equity market, portfolio diversification, financial planning knowledge & skills HNI Selling Business Insurance NRI Selling Mentoring skills Business perspective & planning Performance Management skills Finance Insurance industry awareness Self-management Problem solving skills Peer level co ordination and influencing skills

Highly motivated and results-oriented front-line sales professional with experience in [mention industry/area] and a proven ability to exceed sales targets Strong customer service and communication skills, with a track record of building rapport and generating leads Proven ability to work independently and contribute to a positive team environment Include quantifiable achievements like exceeding sales targets, building strong customer relationships, or improving customer satisfaction