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Max Life Insurance

Associate Sales Manager

1-2 Years
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Job Description

  • 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

Persistency-

Plan vs Achievement

Job Specifications

  • Graduate in Any Discipline from a UGC / AICTE approved College and University.
  • 1 to 2 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

Knowledge & Skill Matrix

  • Excellent Relationship Skill, Managing Various level of Bank Management

Role: Branch Sales Manager (B2C)

Industry Type: Insurance

Department: Sales & Business Development

Employment Type: Full Time, Permanent

Role Category: Retail & B2C Sales

Education

UG: Any Graduate

PG: Any Postgraduate

About Company

Max Life Insurance Company Limited is an Indian life insurance company headquartered in New Delhi. It is the largest non-bank private-sector life insurer in India and operates as an 80:20 joint venture between Max Financial Services and Axis Bank. Max Life provides a range of life insurance plans, including protection, savings, child, and pension plans. In FY 2024, Max Life reported an Embedded Value (EV) of 19,494 crore.

Job ID: 112014751