Senior Officer- Loyalty- North

Axis Max Life Insurance Limited; Delhi; On-site; INR 300,000 - 500,000; Full time

Job summary

Axis Max Life Insurance Limited is looking for a Senior Officer for their Customer Advisory Team. This role involves building strong customer relationships to ensure satisfaction and retention. Key responsibilities include identifying customer financial goals, providing solutions, and achieving sales targets. Ideal candidates will have a degree in management and 0–2 years of sales experience in insurance or related fields. The company offers a dynamic work environment focused on customer-centric solutions.

Qualifications

• 0–2 years in sales of insurance, mutual funds, or real estate.
• Minimum 6 months exposure to Life Insurance.
• Certifications in financial markets such as AMFI/CFP.

Responsibilities

• Establish relationships with the allocated customer base.
• Act as a single point of contact for customer queries.
• Focus on cross-sell & up-sell opportunities.

Skills

Customer relationship management

Sales techniques

Financial planning assistance

Communication skills

Education

Graduate/Post Graduate in Management

Job description

Senior Officer- CAT Loyalty_ Field Sales Role.

Job 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.

Key Responsibilities

• 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.
• 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.
• Achievement of retention targets.
• 45 unique customer meetings in a month.
• More than 90% attendance of total working days.
• Successfully score 80% or more in the functional trainings imparted.

Key Relationships (Internal / External)

• Internal – HR/Trainers/Supervisors/Peers.
• 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.
• 0–1.5 years in sales of insurance, mutual fund, CASA, investments, loans or real estate.
• 1.5–2 years in sales of insurance, mutual fund, CASA, investments, loans or real estate.
• Minimum 6 months exposure to Life Insurance.
• Age group: 20–25 years (Preferred: 25–30 years).
• Certifications in financial markets such as AMFI/CFP.
• Gender – Female (Preferred).
• Must own a conveyance, preferably with a driving license and having own commuting modes.