Walk-in | Sales Officer/ Senior Officer

Axis Max Life Insurance; Mumbai; On-site; INR 240,000 - 360,000; Full time

Job summary

Axis Max Life Insurance is seeking a motivated Sales Officer (Fresher) to join our Mumbai team. You will handle direct customer service and drive sales to existing MLI customers, leveraging the Book of Relations to meet targets and build lasting relationships.

The role requires strong communication, basic computer skills, and a customer-centric approach. Driving license and own transport are preferred for field visits and meetings.

Qualifications

• Graduate or postgraduate in management.
• 0 to 1.5 years in sales of Insurance, mutual funds, CASA, investments or loans/real estate.
• AMFI/CFP certifications preferred.
• Age 20-25 years.
• Driving license and own commuting means preferred.
• Good communication skills in English and regional language.

Responsibilities

• Establishing and strengthening relationship with the allocated customer base.
• Ensure retention of customers in Book of Relations (existing customer database).
• Act as single point of contact for customers for queries/complaints.
• Identify financial goals and provide financial planning assistance.
• Cross-sell and up-sell opportunities within allocated customers.

Skills

Relationship building

Communication skills

Customer orientation

Basic Computer Knowledge

Education

Graduate/Post Graduate in Management

AMFI/CFP certifications

Job description

Walk in Interview - 2nd Nov till 25th Nov 2026 Sales Officer - Fresher Mumbai Location

ADDRESS - 7th Floor, Vasudeo Chambers, Mulund-Goregaon Link Road (Opposite D-Mart), Bhandup West / Nahur West, Mumbai, Maharashtra 400078 - Regional Manager - Umesh Varma

OR

ADDRESS - 5th Floor, Agora Building, Swami Vivekanand Rd, Vivekanand Nagar, Borivali West, Mumbai, Maharashtra 400092 - Territory Manager - Ratnesh Mishra

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

Looking for highly motivated and results-driven Sales Professional to join our dynamic team. Will be responsible for achieving sales targets, new sales opportunities, building strong customer relationships, and demonstrating exceptional communication and problem-solving skills. Successful candidate will be goal-oriented, proactive, and possess a strong ability to work independently while collaborating with cross-functional teams. A deep understanding of customer relationship management systems is essential to track sales activities, manage leads, and close sales efficiently.

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 customers 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
• 0 1.5 years in sales of Insurance/ Mutual Fund/ CASA/ Investments/ Loans/ Real Estate.
• Certifications in Financial markets like - AMFI/CFP, Gender Female (Preferred)
• Age group: 20 25 years
• 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.