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 |
Position | Branch Relationship Manager | Incumbent | 1 |
Department | Customer Advisory Team | Function | CAT Sales |
Reporting to | Territory Manager/Regional Relationship Manager | Band | 4A |
Location | HYderabad | Team size (D/I) | 8-10 |
JOB SUMMARY Is responsible for managing developing & supervising the team with a key focus on Service to sales through relationship management sales productivity-per-executive thereby achieving sales & service targets. Also has the flexibility to increase productivity and meet targets through self sourced business from HNI clientele |
KEY RESPONSIBILITIESService through relationship management
- Identify interview and select sales executives with support from HR.
- To meet the following productivity measures for the unit: Premium per executive case rate persistency retention and a high % of executives exceeding planned productivity standards
- Exceed revenue targets
- Undertake joint field work with executives and observe/demonstrate successful selling skills
- Conduct Fortnightly performance review (PRP) with executives
- Help executives use the GOLD system for maximizing business from a given target market
- Supervise daily activity plan of all executives to ensure that these are being fulfilled as per the desired levels
- Ensure that all executives under supervision perform 100% as per the companys rules and regulations wrt. Need based selling Compliance and Customer service
- Effectively manage track and convert leads provided by the in-house telemarketing unit.
- Engage with customers to provide quick response to customer queries provide customer service.
- Assist in Direct customer service policyholders complaint resolution.
- Ensure retention of in his allocated book of relations.
- Educate team/ prospects about MLI products vis-à-vis products of competition to enable them in taking appropriate decisions
Sales
- Focus on cross-sell & up-sell opportunity through self sourcing
- Ensure successful completion of licensing as per MLI standards
| Measures of Success - Target Achievements (Adj. AFYP NOP % Penetration in assigned book of relations of team & Product Mix)
- Team G3 standard productivity (mainly case rate case size & Collections) and % of executives consistently achieving G3 standards.
- Retention of Team
- Persistency of Portfolio
- Process Compliance
- Timeliness & accuracy of reports
- % Collection (Plan Vs Actual)
- Complaint Resolution /Customer satisfaction
- Self Development through certifications/trainings etc
Key Relationships (Internal /External)
Internal HR/Trainers/Supervisors/Peers External- Customers Key competencies/skills required
- Familiarity with the local market
- Ability to supervise develop & motivate team.
- Result Orientation & adaptability to change
- Leadership ability
- Disciplined structured & process driven
- MS Office
|
Desired qualification and experience - Graduate preferably with an MBA degree
- Prior experience in team handling role
- Min experience of 5 yrs
- Preferably 25-30 years of age
|
Org Chart
Channel Head àZonal Vice President à Asst Vice President à Regional Relationship Manager à Terriroty Manager à Branch Relationship Manager |
| | | | |
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 |
Position | Branch Relationship Manager | Incumbent | 1 |
Department | Customer Advisory Team | Function | CAT Sales |
Reporting to | Territory Manager/Regional Relationship Manager | Band | 4A |
Location | HYderabad | Team size (D/I) | 8-10 |
JOB SUMMARY Is responsible for managing developing & supervising the team with a key focus on Service to sales through relationship management sales productivity-per-executive thereby achieving sales & service targets. Also has the flexibility to increase productivity and meet targets through self sourced business from HNI clientele |
KEY RESPONSIBILITIESService through relationship management
- Identify interview and select sales executives with support from HR.
- To meet the following productivity measures for the unit: Premium per executive case rate persistency retention and a high % of executives exceeding planned productivity standards
- Exceed revenue targets
- Undertake joint field work with executives and observe/demonstrate successful selling skills
- Conduct Fortnightly performance review (PRP) with executives
- Help executives use the GOLD system for maximizing business from a given target market
- Supervise daily activity plan of all executives to ensure that these are being fulfilled as per the desired levels
- Ensure that all executives under supervision perform 100% as per the companys rules and regulations wrt. Need based selling Compliance and Customer service
- Effectively manage track and convert leads provided by the in-house telemarketing unit.
- Engage with customers to provide quick response to customer queries provide customer service.
- Assist in Direct customer service policyholders complaint resolution.
- Ensure retention of in his allocated book of relations.
- Educate team/ prospects about MLI products vis-à-vis products of competition to enable them in taking appropriate decisions
Sales
- Focus on cross-sell & up-sell opportunity through self sourcing
- Ensure successful completion of licensing as per MLI standards
| Measures of Success - Target Achievements (Adj. AFYP NOP % Penetration in assigned book of relations of team & Product Mix)
- Team G3 standard productivity (mainly case rate case size & Collections) and % of executives consistently achieving G3 standards.
- Retention of Team
- Persistency of Portfolio
- Process Compliance
- Timeliness & accuracy of reports
- % Collection (Plan Vs Actual)
- Complaint Resolution /Customer satisfaction
- Self Development through certifications/trainings etc
Key Relationships (Internal /External)
Internal HR/Trainers/Supervisors/Peers External- Customers Key competencies/skills required
- Familiarity with the local market
- Ability to supervise develop & motivate team.
- Result Orientation & adaptability to change
- Leadership ability
- Disciplined structured & process driven
- MS Office
|
Desired qualification and experience - Graduate preferably with an MBA degree
- Prior experience in team handling role
- Min experience of 5 yrs
- Preferably 25-30 years of age
|
Org Chart
Channel Head àZonal Vice President à Asst Vice President à Regional Relationship Manager à Terriroty Manager à Branch Relationship Manager |
| | | | |
Required Experience:
Manager
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