About Max Life Insurance: Max Life Insurance Company Limited is a Joint Venture between Max Financial Services Limited and Axis Bank Limited. Max Financial Services Ltd. is a part of the Max Group an Indian multi business corporation. Max Life offers comprehensive protection and long-term savings life insurance solutions through its multichannel distribution including agency and third party distribution partners. Max Life has built its operations over almost two decades through need-based sales process a customer-centric approach to engagement and service delivery and trained human capital. As per public disclosures during the financial year 2019-20 Max Life achieved gross written premium of Rs. 16184 crore. As on 31st March 2020 the Company had Rs. 68471 crore of assets under management (AUM) and a Sum Assured in Force of Rs. 913660 crore. For more information please visit the Companys website at We Stand for: Caring | A compassionate leader who demonstrates appreciation for diversity in thoughts and approach towards people as well initiatives eliminates biases to promote meritocracy. A coach who inspires people to excel and sets a culture of high performance. | Collaboration | A boundary-less leader who is capable of identifying & leveraging expertise of team members for superlative outcomes thus delivers to the organizations ask. A leader who addresses challenges with a solution oriented approach to create win-win partnerships within & outside teams through inspired cooperation and teamwork. | Customer Obession | A leader who embodies Customer and keeps him at the core of all deliverables. Proactively anticipate customer needs and implement strategies to provide best in class customer experience. | Growth Mindset | An ambitious leader who can sponsor game changing ideas and rally the team to turn them into a reality. A leader who challenges the status quo takes bold & creative actions to manage complex issues & achieve high impact goals by pushing self and others and raise the bar on performance. | People Leadership | A peoples leader who inspires their teams to stretch themselves and achieve their true potential. A leader who create leaders by coaching empowering & motivating them to deliver superior business outcomes. |
Max Life Insurance is an Equal Opportunity Employer and promotes inclusion and diversity.
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Job Description |
Job Code:
|
Position
| Relationship Manager - CBG | Reporting To |
|
Department
| Axis | Function | Axis Sales |
Location
|
| Band | 5 A
|
About Max Life Insurance: Max Life Insurance one of the leading non-bank promoted private life insurers is a joint venture between Max Financial Services Ltd. and Mitsui Sumitomo Insurance Co. Ltd. Max Financial Services Ltd. is part of the Max Group which is a leading Indian multi-business corporation while Mitsui Sumitomo Insurance is a member of the MS&AD Insurance Group which is amongst the leading insurers in the world. Max Life Insurance offers comprehensive long term savings protection and retirement solutions through its high quality agency distribution and multi-channel distribution partners. A financially stable company with a strong track record over the last 15 years Max Life Insurance offers superior investment expertise. Max Life Insurance has the vision To be the most admired life insurance company by securing the financial future of our customers. The company has a strong customer-centric approach focused on advice-based sales and quality service delivered through its superior human the financial year 2016 Max Life recorded Gross Written Premium of Rs. 9216 crore with sum assured of Rs. 271633 crore and Asset Under Management of Rs. 35824 crore as on 31st March 2016. We Stand for: Caring | An imperative value that emphasises on individuals who are extremely compassionate and demonstrate respect for people. It is about being proactive to offer guidance and help to fellow colleagues. Being open to new ideas and going an extra mile to implement them. | Collaboration | A value which is all about being boundary-less in approach by going beyond ones direct responsibilities to achieve functional and organizational goals. It is about believing & creating opportunities for self and others to improve working relationships. | Customer Obession | It is not just about being Customer focused however it is being obsessed with delivering exceptional customer experience. Proactively making extraordinary efforts to deliver superior quality output hence creating customer delight. | Growth Mindset | A value which drives and defines us to challenge the status quo by being ambitious ready to put in extra efforts & demonstrate courage to achieve exceptional results. It is about seeking & creating opportunities to invest in self fellow colleagues to sharpen their skills and cultivate high performing culture. |
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Job Summary: NA |
Key Responsibilities/ Key Deliverables: - Will be responsible for meeting sales target through Banks FOS.
- Will be responsible for maintaining relationships with all corporate salary team in the assigned Bank Branches
- Keeping accurate record of referrals received from all corporate salary team in the assigned bank branches.
- Shall adhere to agree TATs on first customer contact and follow-ups from the date of the lead being registered.
- Increasing banks customer awareness about Life Insurance solutions and achieve the targeted penetration on cross sell within the branchs corporate salary 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 Corporate Salary Manager
- Effective Lead generation and meet value / number targets
|
Job Specifications: - Graduate in any discipline
- 1 to 2 yrs of overall sales with a minimum of 6 months work experience in the fields of Banca Life insurance sales management Retail bank distribution and Channel Management and/or DSA relationship. Corporate salary experience preferred
|
Knowledge & Skill Matrix: |
Additional Information (Optional): NA |
Required Experience:
Manager
About Max Life Insurance: Max Life Insurance Company Limited is a Joint Venture between Max Financial Services Limited and Axis Bank Limited. Max Financial Services Ltd. is a part of the Max Group an Indian multi business corporation.Max Life offers comprehensive protection and long-term savings lif...
About Max Life Insurance: Max Life Insurance Company Limited is a Joint Venture between Max Financial Services Limited and Axis Bank Limited. Max Financial Services Ltd. is a part of the Max Group an Indian multi business corporation. Max Life offers comprehensive protection and long-term savings life insurance solutions through its multichannel distribution including agency and third party distribution partners. Max Life has built its operations over almost two decades through need-based sales process a customer-centric approach to engagement and service delivery and trained human capital. As per public disclosures during the financial year 2019-20 Max Life achieved gross written premium of Rs. 16184 crore. As on 31st March 2020 the Company had Rs. 68471 crore of assets under management (AUM) and a Sum Assured in Force of Rs. 913660 crore. For more information please visit the Companys website at We Stand for: Caring | A compassionate leader who demonstrates appreciation for diversity in thoughts and approach towards people as well initiatives eliminates biases to promote meritocracy. A coach who inspires people to excel and sets a culture of high performance. | Collaboration | A boundary-less leader who is capable of identifying & leveraging expertise of team members for superlative outcomes thus delivers to the organizations ask. A leader who addresses challenges with a solution oriented approach to create win-win partnerships within & outside teams through inspired cooperation and teamwork. | Customer Obession | A leader who embodies Customer and keeps him at the core of all deliverables. Proactively anticipate customer needs and implement strategies to provide best in class customer experience. | Growth Mindset | An ambitious leader who can sponsor game changing ideas and rally the team to turn them into a reality. A leader who challenges the status quo takes bold & creative actions to manage complex issues & achieve high impact goals by pushing self and others and raise the bar on performance. | People Leadership | A peoples leader who inspires their teams to stretch themselves and achieve their true potential. A leader who create leaders by coaching empowering & motivating them to deliver superior business outcomes. |
Max Life Insurance is an Equal Opportunity Employer and promotes inclusion and diversity.
|
Job Description |
Job Code:
|
Position
| Relationship Manager - CBG | Reporting To |
|
Department
| Axis | Function | Axis Sales |
Location
|
| Band | 5 A
|
About Max Life Insurance: Max Life Insurance one of the leading non-bank promoted private life insurers is a joint venture between Max Financial Services Ltd. and Mitsui Sumitomo Insurance Co. Ltd. Max Financial Services Ltd. is part of the Max Group which is a leading Indian multi-business corporation while Mitsui Sumitomo Insurance is a member of the MS&AD Insurance Group which is amongst the leading insurers in the world. Max Life Insurance offers comprehensive long term savings protection and retirement solutions through its high quality agency distribution and multi-channel distribution partners. A financially stable company with a strong track record over the last 15 years Max Life Insurance offers superior investment expertise. Max Life Insurance has the vision To be the most admired life insurance company by securing the financial future of our customers. The company has a strong customer-centric approach focused on advice-based sales and quality service delivered through its superior human the financial year 2016 Max Life recorded Gross Written Premium of Rs. 9216 crore with sum assured of Rs. 271633 crore and Asset Under Management of Rs. 35824 crore as on 31st March 2016. We Stand for: Caring | An imperative value that emphasises on individuals who are extremely compassionate and demonstrate respect for people. It is about being proactive to offer guidance and help to fellow colleagues. Being open to new ideas and going an extra mile to implement them. | Collaboration | A value which is all about being boundary-less in approach by going beyond ones direct responsibilities to achieve functional and organizational goals. It is about believing & creating opportunities for self and others to improve working relationships. | Customer Obession | It is not just about being Customer focused however it is being obsessed with delivering exceptional customer experience. Proactively making extraordinary efforts to deliver superior quality output hence creating customer delight. | Growth Mindset | A value which drives and defines us to challenge the status quo by being ambitious ready to put in extra efforts & demonstrate courage to achieve exceptional results. It is about seeking & creating opportunities to invest in self fellow colleagues to sharpen their skills and cultivate high performing culture. |
|
Job Summary: NA |
Key Responsibilities/ Key Deliverables: - Will be responsible for meeting sales target through Banks FOS.
- Will be responsible for maintaining relationships with all corporate salary team in the assigned Bank Branches
- Keeping accurate record of referrals received from all corporate salary team in the assigned bank branches.
- Shall adhere to agree TATs on first customer contact and follow-ups from the date of the lead being registered.
- Increasing banks customer awareness about Life Insurance solutions and achieve the targeted penetration on cross sell within the branchs corporate salary 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 Corporate Salary Manager
- Effective Lead generation and meet value / number targets
|
Job Specifications: - Graduate in any discipline
- 1 to 2 yrs of overall sales with a minimum of 6 months work experience in the fields of Banca Life insurance sales management Retail bank distribution and Channel Management and/or DSA relationship. Corporate salary experience preferred
|
Knowledge & Skill Matrix: |
Additional Information (Optional): NA |
Required Experience:
Manager
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