kollam, kerala
INR Not disclosed
On-site
Full Time
The Executive Customer Engagement role in the Operations department requires managing office administration assets, agents contracting, new business processing, banking of initial & renewal premium, retention of surrender requests, execution of service requests post policy issuance, responding to customer queries and complaints, maintaining high NPS scores, life and health claims processing, handling compliance issues, and ensuring audit rating. Success will be measured based on service delivery time, customer engagement, surrender retention rate, NPS score, banking efficiency, accuracy of requests, customer service, timely document uploads, and audit rating. The ideal candidate should be a graduate/post-graduate with 1-3 years of experience in front-end customer services, possessing knowledge of service quality. Key skills required include being customer-centric, excellent communication, coordination, and proficiency in Excel for data management. This position offers an opportunity for career growth and development in the field of customer engagement within the agency operations. The location for this position is in Kollam.,
karnataka
INR Not disclosed
On-site
Full Time
As a part of Max Life Insurance Company Limited, you will be joining a Joint Venture between Max Financial Services Limited and Axis Bank Limited. Max Life is committed to providing comprehensive protection and long-term savings life insurance solutions through various distribution channels including agency and third party partners. With almost two decades of operations, Max Life has established a customer-centric approach, emphasizing need-based sales processes and a focus on trained human capital. During the financial year 2019-20, Max Life achieved a gross written premium of Rs. 16,184 crore. As of March 31, 2020, the company managed assets worth Rs. 68,471 crore and had a Sum Assured in Force of Rs. 913,660 crore, as per public disclosures. At Max Life Insurance, we stand for the following values: - **Caring**: We are looking for compassionate leaders who appreciate diversity in thoughts and approaches, eliminate biases, and promote meritocracy. Our leaders inspire people to excel and cultivate a culture of high performance. - **Collaboration**: We seek boundary-less leaders who can identify and leverage the expertise of team members to achieve exceptional outcomes. By addressing challenges with a solution-oriented approach, our leaders create win-win partnerships within and outside teams through inspired cooperation and teamwork. - **Customer Obsession**: Our leaders embody a customer-centric mindset, keeping the customer at the core of all deliverables. They proactively anticipate customer needs and implement strategies to provide a best-in-class customer experience. - **Growth Mindset**: We are seeking ambitious leaders who can champion game-changing ideas and motivate their teams to turn these ideas into reality. Our leaders challenge the status quo, take bold and creative actions to manage complex issues, and achieve high-impact goals by pushing themselves and others to raise the bar on performance. - **People Leadership**: We value leaders who inspire their teams to stretch themselves and achieve their true potential. By coaching, empowering, and motivating others, our leaders create more leaders and drive superior business outcomes. For more information, please visit our website at www.maxlifeinsurance.com.,
jaipur, rajasthan
INR Not disclosed
On-site
Full Time
You will be working as a Manager in the Elite Vertical department at our organization. Your primary responsibility will be to hire, develop, and enhance sales performance from top Financial Advisors and Financial Distributors of our competitors to increase revenue for the Agency Channel. The Elite Vertical is a specialized sector within the Agency Channel that focuses on recruiting and nurturing high-performing advisors and financial distributors. Your key responsibilities will include: - Identifying top professionals in Life Insurance, General Insurance, Health Insurance, Mutual Funds, and CAs in your assigned territory from competitors. - Promoting career opportunities at Max-Life Agency through seminars, presentations, and meetings. - Understanding the value proposition of top advisors and business associates, along with the onboarding process and related regulations. - Hiring and onboarding top advisors and business associates after conducting career seminars, presentations, and meeting recruitment targets. - Driving sales from the team of top advisors, business associates, and financial distributors to achieve sales goals. - Ensuring sales quality by maintaining the persistency standards of the channel. - Following desired input behaviors to enhance sales and recruitment. - Training and developing partners for new product launches and communicating changes in company guidelines. - Coordinating with Operations and DSDO for field operations related to sales and recruitment. Your success in this role will be measured by: - Successfully hiring and activating top advisors and financial distributors from competitors. - Conducting career seminars and meetings with top advisors and financial distributors. - Consistently meeting sales and recruitment targets. - Maintaining persistency levels. - Improving advisor productivity and retention. - Adhering to specified input behaviors. You will collaborate closely with the Circle Head of Elite Vertical, Ops Team (CET and DSDO), Training and Development department, and Human Resources. The desired qualifications and experience for this role include: - A graduate with at least 5 years of experience, including 3 years in the insurance sector. - Proven track record in leading front-line sales in financial services, preferably in insurance. - Exposure to similar markets and experience in process-driven, quality sales organizations. - Proficiency in recruitment, driving sales, and activation. - Experience in handling top distributors like MDRT and COTs. Reporting structure: - CEO - DMD Head Agency - Regional Manager / CVP & Head Elite Vertical (dotted line) - Circle Head Elite Vertical - Manager Elite Vertical If you possess strong relationship-building skills, a go-getter attitude, result orientation, and a passion for sales, we encourage you to apply for this position.,
jaipur, rajasthan
INR Not disclosed
On-site
Full Time
As the primary point of contact for Group business management with Bank employees, your role involves collaborating with various departments to facilitate the closure of cases. You will champion products and processes to boost top-line sales through the business sales team and maintain penetration levels of group insurance products with channel partners. It is essential to coordinate and provide training to key officials (ASSL, DSA, other bank officials) to enhance their comprehension of the business, thereby increasing seller activation. Your responsibilities also include offering market feedback on competitor activities and other products in the market. Strengthening relationships through engagement with Partners Zonal Leadership team, Ops & Credit Team, DSAs, SMs, Field Sales Staff, and other key stakeholders will be crucial. Your active involvement in key initiatives will contribute to enhancing attachment ratio and business volume through training and service initiatives. You will be accountable for tracking penetration performance, publishing dashboards, and collaborating with Group Operations to ensure smooth operations. Monitoring various metrics such as Files and sum assured Penetration rates, seller activation, Claim denial rates/pending rates, rejection ratios, medical TATs, and more is essential to minimize issues and adhere to TATs while also contributing to product improvements. Furthermore, you will oversee the monitoring and control processes of Post Sales, as well as manage the complete claims operation and end-to-end processes to ensure operational efficiency and customer satisfaction.,
kanpur, uttar pradesh
INR Not disclosed
On-site
Full Time
As an Associate Sales Manager in the Bancassurance Department at Axis Max Life Insurance, you will play a crucial role in driving the distribution of life insurance products through the strategic partnership with Yes Bank. Leveraging the existing customer base and infrastructure of Yes Bank, you will be responsible for effectively marketing and selling insurance solutions while upholding high standards of customer service, compliance, and performance. Your primary responsibility will involve fulfilling leads and prospecting new business from the assigned areas or branches of the channel partner. This includes establishing and strengthening relationships with branch managers and staff to generate leads, participating in work site activities such as putting up stalls and making presentations, closing sales, and following up on issuances. You will also be tasked with increasing awareness among the bank's customers about life insurance solutions, achieving targeted penetration for cross-selling within the branch's customer base, driving reward and recognition programs for bank staff, and providing regular training on life insurance concepts and new product introductions. Key skills required for this role include excellent communication, strategic thinking, product knowledge, problem-solving abilities, effective time management, customer relationship management, deal-closing skills, goal orientation, and a customer-centric approach. The ideal candidate should be a graduate or post-graduate in any discipline with 0.6 to 2 years of experience for Band 5 and 2 to 3 years for Band 5A in sales. Good communication skills in English and the regional language are mandatory, and the preferred age group is 21-28 years. Having your own conveyance is also desirable. Axis Max Life Insurance Limited, a joint venture between Max Financial Services Limited and Axis Bank Limited, offers comprehensive life insurance solutions through various distribution channels. With a customer-centric approach, the company has achieved a gross written premium of INR 29,529 Cr. For more information, please visit www.maxlifeinsurance.com. #ComeAsYouAre LGBTQIA+ and PwD candidates of all ages are encouraged to apply.,
haryana
INR Not disclosed
On-site
Full Time
As SM- MIS Reporting at Axis Max Life Insurance in the BPMA department, you will play a crucial role in leading the reporting function for all distribution functions. Your responsibilities will include defining the vision and roadmap for the business intelligence team, championing a data culture within Max Life, and driving the transformation towards automation and real-time insights. You will lead a team of 10+ professionals, including partners, and coach and mentor them to continuously enhance their skills and capabilities. Your key responsibilities will involve handling distribution reporting requirements across functions and job families to support strategic priorities and performance management. You will ensure the timely and accurate delivery of reports and dashboards, identify opportunities to automate reporting processes, and collaborate with the data team to design and build data products for the distribution teams. Additionally, you will work towards driving a data democratization culture and developing the data infrastructure necessary for efficient analysis and reporting. To qualify for this role, you should possess a Master's degree in a quantitative field, along with at least 7-8 years of relevant experience in working with business reporting teams. Experience in the financial services sector, proficiency in Python and PowerBI, and familiarity with BI tech stack tools like SQL Server reporting services and SAP BO are preferred. You should also have a strong understanding of data architecture, data warehousing, and data lakes, as well as excellent interpersonal, verbal, and written communication skills. Join us at Axis Max Life Insurance to be part of a dynamic team that is focused on leveraging data-driven insights to enhance business performance and drive strategic decision-making.,
jalgaon, maharashtra
INR Not disclosed
On-site
Full Time
The job is based in Jalgaon and requires the incumbent to fulfill the following responsibilities and deliverables. Success in this role will be determined based on specific measures. The ideal candidate should possess a strong knowledge and skill set as outlined in the matrix provided. Additional Information: Any additional details related to the job may be provided here if necessary.,
ajmer, rajasthan
INR Not disclosed
On-site
Full Time
As an employee at Axis Max Life Insurance, you will be part of a dynamic team dedicated to providing exceptional insurance services to our clients. Your role will involve working closely with customers to understand their insurance needs and recommend the most suitable products to meet those requirements. You will be responsible for explaining policy details, processing claims, and ensuring customer satisfaction throughout the entire insurance process. Additionally, you will have the opportunity to stay updated on the latest insurance industry trends and products, allowing you to offer the most relevant and beneficial solutions to our clients. Your communication skills and attention to detail will be crucial in building trust with customers and ensuring a positive experience for all parties involved. If you are passionate about helping others, possess strong interpersonal skills, and have a keen interest in the insurance sector, Axis Max Life Insurance offers a rewarding career path where you can make a meaningful impact in people's lives. Join our team and contribute to our mission of providing reliable and comprehensive insurance services to individuals and families across the region.,
pathanamthitta, kerala
INR Not disclosed
On-site
Full Time
As a professional responsible for the Protection and Annuity business targets within a defined cluster and maintaining a collaborative partnership with the bank, your key responsibilities will include recruiting, training, and supervising executives to meet the agreed objectives. You will be expected to manage discrepancies at the cluster level, provide support for issue resolution, and oversee the implementation of various initiatives to enhance operational efficiency and ensure customer satisfaction. Additionally, your role will involve active participation in the hiring process, mentoring team performance, and implementing recognition platforms to foster a skilled and motivated workforce within Yes Bank Relationship. Anticipating training needs for partners and leading the development of training programs will be crucial to enhancing the selling effectiveness of both your team and partner teams in the areas of Annuity and Protection products. Compliance with regulatory requirements and ensuring productive and mutually beneficial relationships with partners will also be a key aspect of your responsibilities. Furthermore, you will be required to deploy and monitor the implementation of bank staff contests and recognition programs to drive revenue generation through the channel. Success in this role will be measured by factors such as new business acquisition, case size, paid business metrics, effectiveness of initiatives deployed compared to planned objectives, customer satisfaction scores, hiring outcomes versus targets, employee satisfaction scores, channel partner feedback, audit scores, incremental business results, and budget adherence. Your ability to effectively lead and manage the Protection and Annuity business within the defined cluster, while fostering strong partnerships and ensuring operational excellence, will be instrumental in driving success and achieving key performance indicators in line with the organization's objectives.,
maharashtra
INR Not disclosed
On-site
Full Time
As an intelligent job parser, I have analyzed the provided Job Description and here is the refined version: You are expected to provide a Job Description that accurately reflects the requirements and responsibilities of the position. It should be written in second person and proper format with paragraphs if necessary. Avoid including any headers in the final JD. If you need further assistance or have any specific requirements, feel free to let me know.,
thane, maharashtra
INR Not disclosed
On-site
Full Time
The Customer Retention Officer/ AM Customer Retention Officer will be responsible for collections, renewal collection, and persistency targets through customer calling or physical visits to customer residences with prior appointments. You will ensure the maintenance and sharing of daily customer trackers and conversion thereof, including reviews with the Manager-Collections. Your role will involve convincing customers to renew premiums and continue policies by providing retention tools like mode change, partial withdrawal, PUA surrender, and loans. Timely depositing of cheques at the nearest MLI branch/bank branch within 24 hours of collection will be part of your responsibilities. Handling customer escalations, resolving customer queries and concerns, and tracking service requests raised will be essential to retain customers. You will also follow up on critical documents like Health Declaration Form, tele-underwriting, home visits medical, ECS Mandate, complaint letters on silent grief, and obtaining new contact details through branch operations. Success in this role will be measured by 100% completion of assigned activities by the 7th of every month, daily face-to-face meetings as per the goal sheet, driving top 30 high-value cases with 100% meeting, providing 100% resolution to customer queries, tracking and timely closure of service requests if logged for any of the allocated customers, driving special revival schemes and changes in terms to resolve financial constraints, ensuring meetings on silent grief cases, collecting written grievances from customers, and increasing the percentage of customer retention from the allocated base by explaining insurance benefits, ULIP retention tools, switching, long-term growth, and comparison with other financial products. The ideal candidate should have a graduation degree in any stream with prior experience in insurance, customer services profile, and preferably in the renewal retention team. Key skills required for this role include the ability to handle pressure and work in a competitive environment, openness to learning, high process orientation, effective communication skills, as well as owning a personal vehicle and a smartphone.,
dehradun, uttarakhand
INR Not disclosed
On-site
Full Time
The position of Executive in the Operations Department at Dehradun - APC involves various key responsibilities. You will be responsible for processing new business queries, managing discrepancies and FOPs, handling field ops queries and complaints, processing cheques, cash, and credit cards, managing petty cash, vendors, and statutory requirements. You will also be involved in managing agency contracts, ensuring adherence to regulatory requirements, processing customer requests, and focusing on sales, service, recruitment, persistency, customer retention, and revenue. To be successful in this role, you will need to achieve certain measurable outcomes. These include maintaining an Applied to Paid ratio of over 94%, reducing discrepancy rates to less than 3%, resolving actionable tasks with TAT, achieving high customer and distribution satisfaction scores, ensuring 100% Day 1 performance, creating PCV with timely replenishment, processing bills efficiently, and following guidelines diligently. Additionally, you will need to manage document processing within 2 days, handle agent queries and reimbursements accurately, maintain POS accuracy, and meet targets for collection, surrender/retention, and ECS retention. Ideal candidates for this position should have 2-3 years of experience, with at least 2 years in customer service, operations, or finance. Eligibility criteria include performance ratings of G2M2 after 12 months in the current role or G3M3 after 18 months. For lateral movement, a minimum of 12 months in the current role and a G3M3 rating are required. Key skills and knowledge required for this role include the ability to work in a fast-paced environment, strong interpersonal skills, good coordination abilities, proficiency in Excel for data management, accounting knowledge, and a customer-centric approach. If you meet the qualifications and possess the necessary skills, this Executive position in the Operations Department offers a challenging yet rewarding opportunity to contribute to the success of the organization.,
vadodara, gujarat
INR Not disclosed
On-site
Full Time
Job Summary: As a candidate for this position based in Baroda - GO2, your main responsibility will be to carry out the key deliverables assigned to you. You will be expected to meet certain measures of success in order to excel in this role. Key Responsibilities/ Key Deliverables: In this role, you will be required to handle specific tasks and deliverables as per the company's requirements. This may include but is not limited to (provide specific details here). Measures of Success: Success in this role will be measured based on your ability to meet deadlines, produce high-quality work, and contribute effectively to the team. Other factors for success may include (add any other relevant measures of success). Knowledge & Skill Matrix: To be successful in this role, you must possess a certain set of skills and knowledge. This may include (mention specific skills and knowledge required). Additionally, (add any other relevant information about the knowledge and skill matrix). Additional Information (Optional): Any additional information related to the job that is not covered in the above sections may be provided here. This section is optional and can include (include any other relevant details about the job).,
kanpur, uttar pradesh
INR Not disclosed
On-site
Full Time
The Associate Sales Manager at Axis Max Life Insurance plays a crucial role in driving the distribution of life insurance products through the strategic partnership with Yes Bank. Working within the Bancassurance Department, you will leverage Yes Bank's existing customer base and infrastructure to offer insurance solutions effectively. You will act as a bridge between Axis Max Life Insurance Company and Yes Bank, ensuring the effective marketing and sale of insurance products to a wide customer base while upholding high standards of customer service, compliance, and performance. Your key responsibilities will include fulfilling leads and prospecting new business from the assigned areas or branches of the channel partner. You will be required to establish and strengthen relationships with branch managers and staff to generate leads, participate in work site activities such as putting up stalls and making presentations, close sales, follow up on issuances, and increase awareness about life insurance solutions among the bank's customers. Additionally, you will drive reward and recognition programs for bank staff, regularly train them on life insurance concepts and new product introductions. To excel in this role, you should possess excellent communication skills, strategic thinking abilities, in-depth product knowledge, strong problem-solving capabilities, effective time management skills, adept customer relationship management skills, proficient deal-closing abilities, a goal-oriented mindset, and customer-centricity. The ideal candidate should be a graduate or post-graduate in any discipline with 0.6 to 2 years of experience for Band 5 and 2 to 3 years of experience for Band 5A in sales. Good communication skills in English and the regional language are mandatory, and the preferred age group is 21-28 years. Having your conveyance is preferable. Axis Max Life Insurance Limited, a Joint Venture between Max Financial Services Limited and Axis Bank Limited, offers comprehensive protection and long-term savings life insurance solutions through various distribution channels. The company has achieved a gross written premium of INR 29,529 Cr. For more information, you can visit the company website at www.maxlifeinsurance.com. Axis Max Life Insurance encourages LGBTQIA+ and PwD candidates of all ages to apply for this position.,
haryana
INR Not disclosed
On-site
Full Time
The Deputy Manager-Ecommerce at Axis Max Life Insurance will play a crucial role in the Ecommerce department, which focuses on managing digital sales partnerships through web aggregators and digital brokers. Your responsibilities will include developing and maintaining key relationships, implementing strategies to enhance partner engagement, and managing P&L to optimize spending. Additionally, you will be involved in building strategic alliances with ecommerce firms, incubating new digital business initiatives, and collaborating with various business teams to evaluate and develop new products. As part of the Ecommerce channel team, you will be responsible for Alliances & Partnerships to drive Digital Sales, digital business initiatives such as Group/ Worksite/ Employee marketing, new product evaluation, design, deployment & activation, platform-process development & innovation, and managing Legal & Regulatory aspects of the Ecommerce Business. Your role will also entail working closely with new and existing partners to drive sales. Key Responsibilities: - Development & end-to-end management of key web aggregator relationships - Devising & implementing strategies to enhance share of shelf with strategic business partners - Partner relationship management including business plan & engagement map - Identifying & implementing interventions on strategic levers to over-deliver business plan - Working closely with Operations to establish processes for prospect funnel management, online policy issuance, and other aspects of customer management - Identifying potential partners, developing suitable pitches, and launching with finalized business partner Key Skills Required: - Strategic Alliances & New Business Development - Insurance Domain Knowledge - Operations & Process Improvement - Project Management - Vendor Management - Business Analytics and Market Intelligence - Key Relationships Management (Internal / External) Desired Qualification and Experience: - Graduate/Post Graduate in Management - Experience in BFSI, Telecom & E-tail sector preferred - Proven track record of working with cross-functional teams - Ideally, 2-4 years of experience in the ecommerce & Life insurance space - Age group: 24-32 years About Axis Max Life Insurance: Axis Max Life Insurance Limited, a Joint Venture between Max Financial Services Limited (MFSL) and Axis Bank Limited, offers comprehensive protection and long-term savings life insurance solutions through multi-channel distribution. The company has achieved a gross written premium of INR 29,529 Cr. For more information, visit www.maxlifeinsurance.com. #ComeAsYouAre LGBTQIA+ and PwD candidates of all ages are encouraged to apply.,
haryana
INR Not disclosed
On-site
Full Time
As an Assistant Manager - MIS Reporting at Axis Max Life Insurance, you will play a crucial role in driving the business intelligence team towards a data-driven culture and leading the transformation towards automation and real-time insights. You will be responsible for ensuring the accurate and timely delivery of reports and dashboards while coaching and mentoring a team of professionals to enhance their skills and capabilities. Your key responsibilities will include handling distribution reporting requirements, supporting CXO reports and dashboards, driving data democratization, collaborating to design data products, and partnering with the data team to build necessary data infrastructure. You will lead a team of 10+ professionals, including partners, and work closely with distribution leaders to understand key metrics and information needs to develop business intelligence products that cater to those needs. Additionally, you will define the vision and roadmap for the business intelligence team, championing a data culture within Max Life and accelerating the journey towards becoming a data-driven organization. To excel in this role, you should possess a Master's degree in a quantitative field, along with at least 7-8 years of relevant experience in working with business reporting teams in the financial services sector. Proficiency in tools like Python and PowerBI is essential, as well as demonstrated experience in working with senior leadership, standardizing and automating business reporting, and technical proficiency in BI tech stack. Strong interpersonal skills, excellent verbal and written communication abilities, and a deep understanding of data architecture, data warehousing, and data lakes are also required for this position. If you are passionate about leading change, driving efficiency, and rationalizing information overload, we are looking for you to join our team at Axis Max Life Insurance.,
bathinda, punjab
INR Not disclosed
On-site
Full Time
As a Relationship Associate/Associate Sales Manager at Max Life Insurance in the Axis Sales department, you will play a crucial role in managing relationships with Axis Branch Sellers to achieve targets through Banks FOS. Your primary responsibility will be to convert leads generated from branches into quality business while adhering to set processes and ensuring minimal customer complaints. Timely coordination with the Cluster Manager and Operations HUB is essential, along with meeting agreed TATs on customer contact and follow-ups. You will focus on maintaining 15-month persistency, coordinating training for bank staff on life insurance concepts, and activating branch banking sellers to meet targets. Effective usage of LMS as a tracking mechanism and follow-up calls will also be part of your responsibilities. Success in this role will be measured through various parameters including Adj MFYP Collected, Protection Sales targets, Case Size achievements, Percentage of E sales, Seller Activation rates, and Persistency targets. Your educational background should include a graduation in any discipline from a UGC/AICTE approved College/University, with 1 to 2 years of sales experience preferably in the insurance sector. Experience in life insurance sales management, retail bank distribution, and channel management will be advantageous. Strong relationship skills and the ability to manage various levels of bank management are essential for this role. Max Life Insurance is a reputable company known for its comprehensive long-term savings, protection, and retirement solutions. With a customer-centric approach and a vision to be the most admired life insurance company, Max Life Insurance emphasizes values such as Caring, Collaboration, Customer Obsession, and Growth Mindset. By joining this dynamic team, you will have the opportunity to contribute to the financial security of customers while fostering a culture of excellence and continuous growth. If you are passionate about sales, customer service, and making a positive impact, this role offers a platform to excel and grow in the insurance industry. Join us at Max Life Insurance and be a part of our commitment to securing the financial future of our customers.,
uttarakhand
INR Not disclosed
On-site
Full Time
The Manager - Elite Vertical position is a crucial role within the Agency department of Axis Max Life Insurance. As the Manager, you will be responsible for hiring, developing, and driving sales from top Financial Advisors/Financial Distributors of the competition, thereby contributing to the revenue growth of the Agency Channel. The Elite Vertical, a dedicated section under the Agency Channel, focuses on recruiting and nurturing top-performing advisors and financial distributors. Your key responsibilities will include identifying the top financial/General Insurance/Health Insurance distributors in the assigned territory, pitching Max-Life Agency Career Opportunities through various platforms, understanding the value proposition of top advisors/business associates, and managing the hiring and onboarding process. You will be expected to drive sales from the team of top advisors/business associates and maintain the quality of sales by ensuring the channel's persistency standards. Success in this role will be measured by your ability to hire and activate top advisors/financial distributors, conduct successful career seminars and meetings, consistently meet sales and recruitment targets, maintain persistency, enhance advisor productivity and retention, and adhere to input behaviors set by the organization. This position requires a graduate with at least 5 years of experience, with a minimum of 3 years in the insurance sector. You should have a proven track record in leading front-line sales in financial services, preferably in insurance. Skills in recruitment, driving sales, and activation are essential for this role. Strong relationship-building capabilities, a go-getter attitude, result orientation, and a passion for sales are key competencies required for success in this position. Axis Max Life Insurance Limited, a Joint Venture between Max Financial Services Limited and Axis Bank Limited, offers comprehensive life insurance solutions through various distribution channels. The company has a customer-centric approach, emphasizing engagement and service delivery. As the Manager - Elite Vertical, you will play a vital role in driving the growth of the Agency Channel and contributing to the company's continued success. Candidates from LGBTQIA+ and PwD communities are encouraged to apply for this position at Axis Max Life Insurance.,
pune, maharashtra
INR Not disclosed
On-site
Full Time
Responsible for recruiting agents, developing agents, meeting business targets, and ensuring customer centricity. Key Responsibilities/ Key Deliverables: Agent Recruitment: Develop various sources for agent hiring, build a team of agents, and maintain an agent pipeline. Conduct activities to increase existing agent footfall. Measures of Success: Achieve business plan and GPA recruitment/development/activation of agents as per plan. Generate fresh referrals for new agent hiring. Implement MNYL GOLD process and adhere to business norms. Follow agent 9 pointer hiring mechanism and other hiring norms. Agent Development: Ensure product knowledge through MNYL training methods. Conduct field demonstrations (FODs) and develop agent prospecting, calling, and work habits. Collaborate with agents on planning, reviewing activities and goals. Identify training needs and work with trainers to enhance skills. Meet Business Targets: Achieve monthly, quarterly, and yearly business plans. Improve agent productivity and persistency through regular PRP/IID/GID activities. Ensure the company's product mix sales ratio and adherence to business norms. Maintain agent proactivity as per the business plan. Customer Centricity: Act as an MNYL brand ambassador and customer champion. Follow MNYL sales practices to foster deep customer loyalty. Conduct periodic customer meetings to understand customer needs and queries, ensuring satisfactory responses as per MNYL standards. Desired Competencies: Sourcing and selection capability, nurturing and developing talent, result orientation, customer centricity, planning, and execution. MOS: Achievement of business plan and GPA recruitment/development/activation of agents as per plan. Persistency as per MNYL grid. Achieve GOLD Score as per MNYL standard. Number of EC/MDRT agents. Hiring Specifications: CLEAN Filter - City (minimum 3 years in the city), Loyalty (1 year average tenure), Experience (minimum 2 years in sales), Age (24 to 38 years for AADM), Non-negotiable on CLEAN.,
kolkata, west bengal
INR Not disclosed
On-site
Full Time
As the Manager of Customer Engagement, you will be responsible for overseeing various key functions within the Customer Engagement department. Your primary responsibilities will include managing office administration assets, contracting with agents, processing new business, banking initial and renewal premiums, retaining surrender requests, executing service requests post-policy issuance, handling customer queries and complaints, maintaining high Net Promoter Scores (NPS), processing life claims, managing compliance issues, and ensuring audit ratings meet expectations. To measure your success in this role, you will be evaluated based on various criteria such as adherence to customer engagement processes, retention rates across all cohorts, achieving an NPS of 85, ensuring 100% banking within 24 hours, maintaining surrender requests below 1%, accuracy of POS requests and customer service, timely upload of POS and claims documents, achieving an audit rating of 2, persistency, driving new business through P2A, and conducting quarterly reviews of team members. The ideal candidate for this position should hold a graduate or post-graduate degree in any discipline and possess at least 10 years of experience in front-end customer services. Knowledge of service quality standards is essential, along with prior experience in team management, specifically leading a team of more than 8 employees. In addition to your qualifications and experience, you must exhibit a strong customer-centric approach, excellent communication skills, effective coordination abilities, and proficient data management skills, particularly in Excel. If you are passionate about customer engagement, possess the required qualifications and skills, and have a proven track record in managing front-end customer services, we welcome you to apply for this managerial position in Kolkata. Join our team and play a pivotal role in enhancing customer satisfaction and driving business growth.,
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