Sales Officer

Axis Max Life Insurance; Mumbai; On-site; INR 350,000 - 550,000; Full time

Job summary

Axis Max Life Insurance is seeking a proactive Customer Advisory professional to directly service and sell to existing MLI customers. The role leverages the Book of Relations to build trust and drive financial planning solutions.

You will engage clients, identify financial goals, and coordinate cross-sell opportunities while maintaining high compliance and timely follow-ups. A small drive is required for field visits as needed.

Qualifications

• Graduate or Postgraduate in Management.
• 1.5 - 2 years in sales of Insurance/ Mutual Fund/ CASA/ Investments/ Loans/ Real Estate.
• Minimum 6 months exposure to Life Insurance.
• Age 25-30 years.
• Own conveyance, preferably with driving license.

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.
• 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.
• Ensure successful completion of licensing as per MLI standards.
• Measures of success: TAC adherence for updating CRM Next, retention targets, and payments collection.

Skills

Process & Results orientation

Customer centricity

Basic Computer Knowledge

Good communication

Education

Graduate/ Post Graduate in Management

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

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
• 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.
• 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

Key Relationships (Internal /External)

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

Key competencies/skills required

• Process & Result orientation
• Customer centricity & relationship building
• Basic Computer Knowledge.
• Good communication skills- English and regional language

Desired qualification and experience

• Graduate/Post Graduate in Management
• 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, preferably with driving license and having own commuting modes.
• Good communication skills

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.