Associate Sales Manager - Bancassurance

Position

Relationship Associate/Associate Sales Manager Reporting To Cluster/Area Manager

Department

Axis Function Axis Sales

Location

Band 5/5A

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 capital. In the financial year 2016, Max Life recorded Gross Written Premium of Rs. 9,216 crore with sum

assured of Rs. 2,71,633 crore and Asset Under Management of Rs. 35,824 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 one’s 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:

· 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. 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:-

· 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. 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 Manageme

Position

Relationship Associate/Associate Sales Manager Reporting To Cluster/Area Manager

Department

Axis Function Axis Sales

Location

Band 5/5A

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 capital. In the financial year 2016, Max Life recorded Gross Written Premium of Rs. 9,216 crore with sum

assured of Rs. 2,71,633 crore and Asset Under Management of Rs. 35,824 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 one’s 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:

· 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. 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:-

· 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. 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 Manageme