Prepare for Your Axis Max Life Insurance Interview with Real Experiences!
View interviews
AmbitionBox
Search
Jobs
- Reviews
- Salaries
- Interview Questions
- About Company
- Benefits
- Jobs
- Office Photos
- Community
Add office photos
Engaged Employer
i
This company page is being actively managed by
Axis Max Life Insurance Team. If you also belong to the team, you
can get access from
here
Axis Max Life
Insurance
CompareProud winner of ABECA 2025 - AmbitionBox Employee Choice Awards
All Filters
321 Axis Max Life Insurance Jobs
Senior Officer - CAT Axis
Axis Max Life Insurance
posted 2 days ago
Job Role Insights
Flexible timing
Key skills for the job
Job Description
JOB SUMMARY
Direct customer service and sales to existing MLI customers through relationship building. Existing Customer database will be provided by company.
KEY RESPONSIBILITIES
Service through relationship management
- Establishing and strengthening relationship with the allocated customer base.
- Ensure retention of his/her allocated Book of Relations (existing customer database).
- Act as single point of contact for customers for any customer walk-in/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 and walk-ins
MEASURES OF SUCCESS
- TAT adherence for updating System - CSG
- 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
- Graduate with 1 - 3 years experience in sales of Insurance/ Mutual Fund/ CASA/ Investments/ Loans/ Real Estate.
- Minimum 6 months exposure to Life Insurance
- Age Bracket 25-32 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
JOB SUMMARY
Direct customer service and sales to existing MLI customers through relationship building. Existing Customer database will be provided by company.
KEY RESPONSIBILITIES
Service through relationship management
- Establishing and strengthening relationship with the allocated customer base.
- Ensure retention of his/her allocated Book of Relations (existing customer database).
- Act as single point of contact for customers for any customer walk-in/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 and walk-ins
MEASURES OF SUCCESS
- TAT adherence for updating System - CSG
- 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
- Graduate with 1 - 3 years experience in sales of Insurance/ Mutual Fund/ CASA/ Investments/ Loans/ Real Estate.
- Minimum 6 months exposure to Life Insurance
- Age Bracket 25-32 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
Employment Type: Full Time, Permanent
Read full job description
What people at Axis Max Life Insurance are saying
Rating based on 24 Senior Officer
reviews
Anonymous · BFSI, Investments & Trading
in Patna
Likes
Salary and incentive
Dislikes
Work culture and presure
Senior Officer salary at Axis Max Life Insurance
reported by
102
employees
₹1.8
L/yr - ₹3.6
L/yr
54%
less
than the average Senior Officer Salary in India
View more details
What Axis Max Life Insurance employees are saying about work life
based on 6.2k employees
Flexible timing
Monday to Saturday
Within city
Day Shift
Axis Max Life Insurance Benefits
Job Training 
Soft Skill Training 
Health Insurance 
Work From Home 
Team Outings 
Compare Axis Max Life Insurance with
ICICI Prudential Life Insurance
Compare
HDFC Life
Compare
Bajaj Allianz Life Insurance
Compare
ICICI Lombard General Insurance Company
Compare
SBI Life Insurance Company
Compare
Tata AIA Life Insurance
Compare
HDFC Ergo General Insurance
Compare
PNB MetLife
Compare
Kotak Mahindara Life Insurance
Compare
Aditya Birla Sun Life Insurance
Compare
Reliance Nippon Life Insurance
Compare
Bajaj Allianz General Insurance
Compare
Star Health & Allied Insurance
Compare
Gallagher
Compare
Cholamandalam MS General Insurance
Compare
Life Insurance Corporation of India
Compare
Star Union Dai-ichi Life Insurance
Compare
SBI General Insurance
Compare
MetLife
Compare
Shriram Life Insurance
Compare
Senior Officer - CAT Axis
1-3 Yrs
Satara
Customer Service, Sales, Database Management +7 more
Manager - Elite Vertical
5-10 Yrs
₹ 2.3L/yr - 15.5L/yr (AmbitionBox estimate)
Bhopal, Gwalior, Indore +2 more
Customer Support, Recruitment, Health Insurance +5 more
Relationship Manager
1-2 Yrs
Jamshedpur
Private Banking, Finance, Management +7 more
Associate Agency Development Manager
3-8 Yrs
₹ 3L/yr - 5.1L/yr (AmbitionBox estimate)
New Delhi
Marketing, Sales, Recruitment +10 more
Associate Sales Manager
1-2 Yrs
Kochi
Private Banking, Management, Sales Management +4 more
Looking For Human Resource with Axis Max Lifeinsurance
1-6 Yrs
₹ 4L/yr - 4.5L/yr
Mumbai
Talent Acquisition, HR Operations, Human Resource Management +1 more
Relationship Manager - CBG
1-2 Yrs
Bhubaneswar
Private Banking, Finance, Management +7 more
Relationship Manager - CBG
1-2 Yrs
Hyderabad / Secunderabad
Private Banking, UPS, Retail +7 more
Relationship Associate - Bancassurance
1-2 Yrs
Hyderabad / Secunderabad
Private Banking, Management, Bancassurance +5 more
Deputy Centre Manager - Tele Sales
1-2 Yrs
Mumbai
Private Banking, Finance, Corporate +7 more
Share an Interview