Relationship Manager

About Max Life Insurance:

Max Life Insurance Company Limited is a Joint Venture between Max Financial Services Limited and Axis Bank Limited. Max Financial Services Ltd. is a part of the Max Group, an Indian multi business corporation.

Max Life offers comprehensive protection and long-term savings life insurance solutions, through its multichannel distribution including agency and third party distribution partners. Max Life has built its

operations over almost two decades through need-based sales process, a customer-centric approach to engagement and service delivery and trained human capital.

As per public disclosures, during the financial year 2019-20, Max Life achieved gross written premium of Rs. 16,184 crore. As on 31st March 2020, the Company had Rs. 68,471 crore of assets under management (AUM) and a Sum Assured in Force of Rs. 913,660 crore.

For more information, please visit the Company's website at

We Stand for:

Max Life Insurance is an Equal Opportunity Employer and promotes inclusion and diversity.

JOB SUMMARY:

Responsible for achieving the targets for Annuity Business through NPS, Superannuation & open market (PSU clients) in the assigned region. Responsible for providing assistance in executing the business plan

• Assist in launching Annuity Business in the Region
• Presenting products to the targeted audience
• Update the Sales process and maintain the database as suggested by Retirement Solutions (Government Annuity) department

KEY RESPONSIBILITIES:

Responsible for implementing the sales plan of the assigned region

• Responsible for achieving sales targets from assigned Region/PSU-Clients
• Assist in launching & driving Government Annuity Business
• Assist PSU clients in evaluating their needs to help select the best solution
• Prepare periodic sales reports

Maintain database on Govt./ PSUs and competitor information

• Update the client's/ call reports accurately and efficiently and any competitor's information as suggested by Goverment Annuity team

Continuously evaluate potential of Annuity Business in the region

• Develop specific analysis parameters
• Conduct analysis on the potential groups/PSUs and prepare reports for the Business Head
• Collect competitor information on the Government Annuity Business

Adhere to all Organization's policies and procedures

Measures of Success:

• Actual sales achieved vs the plan
• Accuracy and timeliness of sales reports
• Actual activity vs targeted activity
• Accuracy of competitor information up to date data

KEY RELATIONSHIPS:

Internal:

• Business Heads
• MLI HR & Sales Training Team
• MLI Operations Team

External:

• Top Clients
• All Stakeholders

DESIRED QUALIFICATIONS & EXPERIENCE:

• Graduate/Master of Business Administration preferably in Sales, Marketing or Finance
• 1-2 years of experience in Life Insurance