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 |
Position | Relationship Manager / Snr Relationship Manager Affluent/Area Manager Affluent | Incumbent | Name |
Department | Axis | Function | Axis Affluent Banking |
Reporting to | Zone Head Affluent Banking | Band | 5B / 4 / 4A |
Location | XYZ | Team size (D/I) | Individual |
JOB SUMMARY :- The job holder is a key member of affluent team and responsible for managing the Sales though the Axis Bank Affluent Team And will work closely with the RM of Axis Affluent team Customer Servicing and to ensure the timely delivery of high value compliant high quality services ensure delivery of business and training of Axis Affluent Team. |
KEY RESPONSIBILITIES:-- Relationship Management with the Axis Cluster Head also will be responsible for meeting sales target through Banks Affluent Managers and maintaining relationships with their Supervisors and ensures business targets are achieved.
- Working closely with Branch Banking Team and Axis Affluent Head to drive the LI business.
- Overseeing assigned Branch Affluent business and Shall adhere to agreed TATs on first customer contact and follow-ups from the date of the lead being registered govern input activity at branch and zone level.
- Train and develop the Affluent team on wide range of Max life product offerings including LI concept new product launch Business insurance and latest developments in the financial market
- Responsible for increase banks customer awareness about Life Insurance solutions and achieve the targeted penetration on cross sell within the branchs customer base Shall approach him / herself at least 3 new prospects each day
- Drive effectively the Reward and recognition programs launched for WMs and PBs
| Measures of Success:-
Adj MFYP (Rs.) - Plan v/s Actuals Seller Activation (%) - Plan Vs Actual
15th month Persistency (%) - >82.5 (By Value) Joint Calls /Effective Management of Process:- Key competencies/skills required Relationship Management Effective Management of Process
|
Desired qualification and experience:- - Master of Business Administration from a premier business school or equivalent.
- 3-6 years of experience in Distribution HNI and Affluent Channel Management Prior experience in insurance essential.
- Result Orientation Innovation Customer Centricity Problem Solving & Decision Making Business Acumen
|
Org Chart:- NRH Head - Affluent Banking Regional Head Affluent Banking Relationship Manager/ Snr Relationship Manager Affluent Banking / Area Manager Affluent Banking
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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 | Relationship Manager / Snr Relationship Manager Affluent/Area Manager Affluent | Incumbent | Name |
Department | Axis | Function | Axis Affluent Banking |
Reporting to | Zone Head Affluent Banking | Band | 5B / 4 / 4A |
Location | XYZ | Team size (D/I) | Individual |
JOB SUMMARY :- The job holder is a key member of affluent team and responsible for managing the Sales though the Axis Bank Affluent Team And will work closely with the RM of Axis Affluent team Customer Servicing and to ensure the timely delivery of high value compliant high quality services ensure delivery of business and training of Axis Affluent Team. |
KEY RESPONSIBILITIES:-- Relationship Management with the Axis Cluster Head also will be responsible for meeting sales target through Banks Affluent Managers and maintaining relationships with their Supervisors and ensures business targets are achieved.
- Working closely with Branch Banking Team and Axis Affluent Head to drive the LI business.
- Overseeing assigned Branch Affluent business and Shall adhere to agreed TATs on first customer contact and follow-ups from the date of the lead being registered govern input activity at branch and zone level.
- Train and develop the Affluent team on wide range of Max life product offerings including LI concept new product launch Business insurance and latest developments in the financial market
- Responsible for increase banks customer awareness about Life Insurance solutions and achieve the targeted penetration on cross sell within the branchs customer base Shall approach him / herself at least 3 new prospects each day
- Drive effectively the Reward and recognition programs launched for WMs and PBs
| Measures of Success:-
Adj MFYP (Rs.) - Plan v/s Actuals Seller Activation (%) - Plan Vs Actual
15th month Persistency (%) - >82.5 (By Value) Joint Calls /Effective Management of Process:- Key competencies/skills required Relationship Management Effective Management of Process
|
Desired qualification and experience:- - Master of Business Administration from a premier business school or equivalent.
- 3-6 years of experience in Distribution HNI and Affluent Channel Management Prior experience in insurance essential.
- Result Orientation Innovation Customer Centricity Problem Solving & Decision Making Business Acumen
|
Org Chart:- NRH Head - Affluent Banking Regional Head Affluent Banking Relationship Manager/ Snr Relationship Manager Affluent Banking / Area Manager Affluent Banking
|
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