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Assistant Manager - Customer Engagement (DSF)

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About Axis Max Life

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 a well-trained human capital.

Axis Max Life has been consistently ranked among the best workplaces by the GPTW Institute, reflecting its commitment to creating a positive and empowering work environment.

#ComeAsYouAre LGBTQIA+ and PwD candidates of all ages are encouraged to apply

Job Description

Job Description

Position
Assistant Manager – Business Operations
No. of Positions
1

Department
Direct Sales Force
Function
DSF – Operations

Reporting to
Manager - Business Operations – 90C, Gurgaon, DSF
Band
5A

Location
Kolkata Defence
Last date of submission


Key Responsibilities:

Ü Maximize Applied to paid to meet business plan

Ü Hub Hold Cases resolution within TAT

Ü NFTR % Reduction

Ü MIS and Reports/Dashboards

Ü Follow-up for GO Actionable resolution

Ü Booking & Tracking of Medical reports

Ü Customer complaint resolution within TAT

Ü Maximize MFYP Collection and Renewals

Ü Ensure NC cracking through field

Ü Auto-pay Traction / ECS Registration

Ü POSV / Welcome Call

Ü Managing end to end operational process along with teams in the field & distribution leaders

Ü Liaison with UW, Policy Issuance, Finance, IT, for smooth processing & service delivery across locations.

Ü Managing dashboard for Quality of business

Ü Adoption of various digital initiatives among distribution


Measure of Success:

  • Timely & Accurate MIS
  • Timely WIP Movement to timely business processing
  • Improvement in key processes across field
  • Successful tracking on new business parameters (P2A, FTR, Business Leakage, GO Actionable TAT & 13th / 25th Month persistency / Collections
  • Meeting Targets of MFYP and Renewals.
  • POS Discrepancy Rate & resolution TAT
  • Auto-pay Registration Conversion %
  • Audit Rating


Desired qualifications and experience:

  • Must have a minimum of 3-5 years of experience of which at least 2 yrs. in customer service / operations / Finance
  • Preferable experience in Insurance / Banking
  • Should be a Graduate / Post Graduate


ELIGIBILITY

Candidates who have a performance rating of G2V2 & have completed 12 months in the current role

Candidates who have a performance rating of G3V3 & have completed 18 months in the current

FOR LATERAL MOVEMENT, candidate should have completed at least 12 months in the current role & have a minimum performance rating of G3V3.


Knowledge and skills required:

  • Result oriented
  • Ability to manage & inspire teams to achieve targets.
  • Good communication & co-ordination skills
  • Data management on Excel, data analysis and interpretation skills should be good
  • Customer centricity and ability to influence without authority
  • Strong intersection management and relationship building capabilities


State

West Bengal

Branch

Kolkata Defence

Department

Operations

Function

DSF - Business Operations

Posted On

08-Dec-2025

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