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Assistant Manager - CAT - Loyalty

Axis Max Life Insurance

unknownPosted Jul 15, 2026
Posting intelligenceActively listed

About the role

Career OpportunitiesPosition

AM - Customer Advisory TeamAsst Manager- 5A

Department

Customer Advisory TeamReporting to

BranchRelationship 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

Fixself appointments everyday 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

Assistant Manager - Customer Advisory Team:

1.5 - 2 years in sales of Insurance/ Mutual Fund/ CASA/ Investments/ Loans/ Real Estate.

Minimum 6 months exposure to Life Insurance

Age Bracket: 25-30 years

Must own a conveyance

KNOWLEDGE / SKILLS / ABILITIES

Process Result orientation

Customer centricity relationship building

Basic Computer Knowledge.

Good communication skills- English and regional language

Max Life is progressing on the digitization journey of service and sales, which may require candidates to be equipped with Tablets for their work.

Questions about this role

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