Branch Relationship Manager - Direct Channel Sales

Axis Max Life Insurance; Mumbai; On-site; INR 1,200,000 - 2,400,000; Full time

Job summary

Axis Max Life Insurance is hiring for a Customer Advisory Team leadership role in Mumbai. You will recruit and supervise sales executives, drive service-to-sales conversion, and meet productivity and revenue targets while mentoring the team in compliant, customer-focused selling.

You will guide executives on product positioning, leverage GOLD system insights, and manage a high-performing unit to grow cross-sell and up-sell within HNI clientele.

Qualifications

• Graduate or Post Graduate with MBA preferred.
• Certifications in Financial markets like AMFI or CFP.
• Gender – Female (Preferred).
• Minimum 5 years of experience selling financial products or life insurance.
• Age 25–35 years; valid driving license and own transport recommended.
• Team management experience of 8–10 people; prior leadership role.

Responsibilities

• Identify, interview and select sales executives with HR support.
• Meet productivity measures: premium per executive, case rate, persistency, retention.
• Exceed revenue targets and supervise field sales activities.
• Conduct performance reviews and coach executives in selling skills.
• Assist executives in using tools to maximize business from target market.
• Ensure compliance, customer service quality and retention in the book.

Skills

Local market familiarity

Team supervision & development

Leadership

Result orientation

Adaptability to change

Education

MBA preferred

AMFI/CFP certifications

Tools

MS Office

Job description

Function Summary

Customer Advisory Team is dedicated to delivering exceptional customer service and strategic insights to ensure client satisfaction and business success. This team works closely with clients to understand their unique needs, provide tailored solutions, and guide them through the entire customer journey. By leveraging deep industry knowledge and expertise, the Customer Advisory Team helps clients achieve their goals, overcome challenges, and maximize the value of the products and services offered. Through proactive communication and problem-solving, the team fosters long-lasting relationships and drives customer retention and growth

Job Summary

Is responsible for managing, developing & supervising the team with a key focus on Service to sales through relationship management, sales productivity-per-executive, thereby achieving sales & service targets. Also has the flexibility to increase productivity and meet targets through self-sourced business from HNI clientele.

KEY RESPONSIBILITIES

Service through relationship management

• Identify, interview and select sales executives with support from HR.
• To meet the following productivity measures for the unit: Premium per executive, case rate, persistency, retention and a high % of executives exceeding planned productivity standards
• Exceed revenue targets
• Undertake joint field work with executives and observe/demonstrate successful selling skills
• Conduct Fortnightly performance review (PRP) with executives
• Help executives use the GOLD system for maximizing business from a given target market
• Supervise daily activity plan of all executives to ensure that these are being fulfilled as per the desired levels
• Ensure that all executives under supervision perform 100% as per the companys rules and regulations wrt. Need based selling, Compliance and Customer service
• Effectively manage, track and convert leads provided by the in-house telemarketing unit.
• Engage with customers to provide quick response to customer queries, provide customer service.
• Assist in Direct customer service policyholders complaint resolution.
• Ensure retention of in his allocated book of relations.
• Educate team/ prospects about MLI products vis--vis products of competition to enable them in taking appropriate decisions

Sales

• Focus on cross-sell & up-sell opportunity through self sourcing
• Ensure successful completion of licensing as per MLI standards

Measures of Success

• Target Achievements (Adj. AFYP, NOP, % Penetration in assigned book of relations of team & Product Mix)
• Team G3 standard productivity (mainly case rate, case size & Collections) and % of executives consistently achieving G3 standards.
• Retention of Team
• Persistency of Portfolio
• Process Compliance
• Timeliness & accuracy of reports
• % Collection (Plan Vs Actual)
• Complaint Resolution /Customer satisfaction
• Self-Development through certifications/trainings etc

Key Relationships (Internal /External)

• Internal – HR/Trainers/Supervisors/Peers
• External- Customers

Key competencies/skills required

• Familiarity with the local market
• Ability to supervise, develop & motivate team.
• Result Orientation & adaptability to change
• Leadership ability
• Disciplined, structured & process driven
• MS Office

Desired qualification and experience

• Graduate/Post Graduate, preferably with an MBA degree.
• Certifications in Financial markets like - AMFI/CFP, Gender – Female (Preferred)
• Minimum 5 Yrs. of experience in selling any financial products / Life insurance.
• Age group: 25 - 35 years
• Preferably with a driving license and having own modes of commuting.
• Team management (8 to 10)
• Prior experience in team handling role.

About Axis Max Life Insurance

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 trained human capital. As per the annual audited financials for FY2023-24, Axis Max Life Insurance has achieved a gross written premium of INR 29,529 Cr. For more information, please visit the company website at www.maxlifeinsurance.com.

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