Assistant Manager - CAT - Loyalty

### **About Axis Max Life**

Axis Max Life Insurance Limited, formerly known as Max Life Insurance Company Ltd., is a joint venture between Max Financial Services Limited (“MFSL”) and Axis Bank Limited.

Axis Max Life Insurance offers comprehensive protection and long\-term savings life insurance solutions through its multi\-channel distribution, including agency and third\-party distribution partners. It has built its operations over two decades through a need\-based sales process, a customer\-centric approach to engagement and service delivery, and a well\-trained human capital.

Axis Max Life has been consistently ranked among the best workplaces by the GPTW Institute, reflecting its commitment to creating a positive and empowering work environment.

• **\#ComeAsYouAre LGBTQIA\+ and PwD candidates of all ages are encouraged to apply***

• *Job Description**

Career Opportunities Position Assistant Manager / Deputy Manager CTC Range 2\.20 to 3\.80 LPA Department Direct Sales Force \- Loyalty Reporting to Branch Relationship Management JOB SUMMARY Direct customer service and sales to existing MLI customers through relationship building. Existing Customer database will be provided by company (called the Book of Relations\- BoR). KEY RESPONSIBILITIES Service through relationship management  Establishing and strengthening relationship with the allocated customer base.  Ensure retention of in his/her allocated” Book of Relations” (existing customer database).  Act as single point of contact for customers for any customer query/complaint.  Identify financial goals of customers and providing financial planning assistance.  Competition Analysis for giving professional advice to customer  Fix self\-appointments every day from the given customer database as per the campaign Sales  Focus on cross\-sell \& up\-sell opportunity in allocated customers.  Ensure successful completion of licensing as per MLI standards MEASURES OF SUCCESS  TAT adherence for updating System \- CRM Next  Successful completion of cross\-sell/ up\-sell Business Goals month on month  Collection of payment/premium from 91\-180 days’ due policies  Complaint Resolution /Customer satisfaction  Achievement of Retention Targets.  \> 45 unique customer meetings in a month  More than 90% attendance (of total working days)  Successfully score \>\=80% in the Functional Trainings imparted DESIRED QUALIFICATIONS AND EXPERIENCE  1\.5 \- 7 years in sales of Insurance/ Mutual Fund/ CASA/ Investments/ Loans/ Real Estate.  Minimum 6 months’ exposure to Life Insurance  Age Bracket: 22\-30 years KNOWLEDGE / SKILLS / ABILITIES  Process \& Result orientation  Customer centricity \& relationship building  Basic Computer Knowledge.  Good communication skills\- English and regional language  Relationship building

• *State**

Odisha

• *Branch**

Bhubaneswar 1\_APC

• *Department**

Direct Sales Force

• *Function**

Loyalty \- East Zone

• *Posted On**

30\-May\-2026