• Full Time
  • India

Max Life Insurance Company Ltd.

Work Locations: Delhi/NCR,Uttrakhand, Haryana,Uttar Pradesh


·   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.


Measures of Success

Business Plan:-

Adj MFYP Collected (Rs.) – Plan v/s Actual- as per target assigned

Protection Sales:-

Selling minimum of 2 policies with case size of 15k

Case Size:-

Plan Vs Actual – as per target assigned

Percentage of E sales:-

50% of NOP (Excluding BDE Sales) to be on Esales platform

Seller Activation:-

BDE Seller Activation (%) – Plan v/s Actuals

FDO Seller Activation (%) – Plan v/s Actuals


Plan vs Achievement

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.

·   6m to 4 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.

Must Have: Conveyance(Two wheeler/Four wheeler)

Age Caping:Upto 33 years

To apply for this job please visit www.linkedin.com.

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