Job Description

Job Title
Senior Manager - Sales Promotion
Location
HO
Department
Agency
Function
Agency Enablement - Sales Promotion
Reporting to
Assistant Vice President - Sales Promotion
Band
4A
Channel Summary
The agency channel refers to a distribution method where insurance products are sold through agents. These agents act as intermediaries between the insurance company and customers, facilitating the sale of policies, providing customer support, and offering advisory services. This initiative is expected to improve customer experience especially in markets where customers prefer human interaction. It also supports customer in * Resolving policy service need

• Renewal collection to resolve policy holder's service needs, Cross sale opportunity

Job Summary:
The job holder will be primarily responsible for designing, developing, monitoring and fulfilling Sales Promotion and Events for Agency channel by

• Designing and executing innovative below the Line Sales Promotion Activities and Contests
• Develop analytical capabilities with support functions for assessing contest efficacy within approved Cost and Time Budgets
• Leading fulfillment and resolution for initiatives thereby impacting satisfaction scores positively
• Work towards automation of sales promotion activities

Key Responsibilities/ Key Deliverables:

• Lead and Drive Life Advisor Program. Ensure timely fulfilment
• Execution and Fulfillment of all campaigns to drive sales
• Execution and Fulfillment of Monthly/Quarterly/Annual R&R Plaques/Trophies/Certificates
• Driving Advisor & Customer NPS (Detractor Governance)
• Vendor Management
• Agent prospecting & recruitment material (digital & physical)
• Communication of initiatives via WhatsApp/Emails/Call Centre/Business Support governance
• Best Practices identification and sharing

Life Advisor Club:

• Effective communication and visibility through smart MISs
• Take effective measures to improve LA & Leader's star count and productivity
• Automation of Reports
• Fulfilment of LA Benefits on time

Contests & R&R:

• Designing contest constructs and activities with innovative ideas for new contests & R&R
• Effective coordination with Vendors & different Departments (Procurement, Finance & BPMA) for end to end fulfilment & timely Payouts
• Correct Narrations for R&R

Advisor & Customer NPS:

• Lead NPS Detractor management process through Quality analysis and close looping with field. Lead and drive sales promotion NPS experience

Recruitment Communication

• End to end Recruitment drive & communication support for field in terms of Recruitment deck, contest drives, field coordination

Measures of Success:

• Improved LA penetration in agency business
• Timely and accurate fulfilment of contest & R&R
• Creating visibility & updates to the sales team on contest launched
• Strong Vendor management for fulfilment within time and cost
• Recruitment Communication visibility
• Achieve and exceed NPS Target for agency

Key Relationships (Internal / External):

• Distribution Leaders
• Fulfillment teams (Finance, Procurement, BPMA)
• Vendors
• Legal & Compliance
• ZVP/RM/ZAC/RAC/OH/BM

Desired qualification and experience
Job Specifications:

• Graduate / Post Graduate with prior experience of Sales Promotion, Vendor management, Stakeholder management
• Willing to work with tight deadlines
• Prior Insurance background is preferred
• Good MS Excel & MS Power point skills
• Excellent communication skills (verbal/non-verbal/writing/senior management last mile comms)

KEY COMPETENCIES/SKILLS REQUIRED

• Ability to drive organizational change
• Result Orientation
• Effective Management and Governance of Process
• Strong communication skills
• Working with & through others; leading People
• Problem Solving & Decision Making
• Innovation
• Strategic Planning & Execution

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

Job Title
Senior Manager - Sales Promotion
Location
HO
Department
Agency
Function
Agency Enablement - Sales Promotion
Reporting to
Assistant Vice President - Sales Promotion
Band
4A
Channel Summary
The agency channel refers to a distribution method where insurance products are sold through agents. These agents act as intermediaries between the insurance company and customers, facilitating the sale of policies, providing customer support, and offering advisory services. This initiative is expected to improve customer experience especially in markets where customers prefer human interaction. It also supports customer in * Resolving policy service need

• Renewal collection to resolve policy holder's service needs, Cross sale opportunity

Job Summary:
The job holder will be primarily responsible for designing, developing, monitoring and fulfilling Sales Promotion and Events for Agency channel by

• Designing and executing innovative below the Line Sales Promotion Activities and Contests
• Develop analytical capabilities with support functions for assessing contest efficacy within approved Cost and Time Budgets
• Leading fulfillment and resolution for initiatives thereby impacting satisfaction scores positively
• Work towards automation of sales promotion activities

Key Responsibilities/ Key Deliverables:

• Lead and Drive Life Advisor Program. Ensure timely fulfilment
• Execution and Fulfillment of all campaigns to drive sales
• Execution and Fulfillment of Monthly/Quarterly/Annual R&R Plaques/Trophies/Certificates
• Driving Advisor & Customer NPS (Detractor Governance)
• Vendor Management
• Agent prospecting & recruitment material (digital & physical)
• Communication of initiatives via WhatsApp/Emails/Call Centre/Business Support governance
• Best Practices identification and sharing

Life Advisor Club:

• Effective communication and visibility through smart MISs
• Take effective measures to improve LA & Leader's star count and productivity
• Automation of Reports
• Fulfilment of LA Benefits on time

Contests & R&R:

• Designing contest constructs and activities with innovative ideas for new contests & R&R
• Effective coordination with Vendors & different Departments (Procurement, Finance & BPMA) for end to end fulfilment & timely Payouts
• Correct Narrations for R&R

Advisor & Customer NPS:

• Lead NPS Detractor management process through Quality analysis and close looping with field. Lead and drive sales promotion NPS experience

Recruitment Communication

• End to end Recruitment drive & communication support for field in terms of Recruitment deck, contest drives, field coordination

Measures of Success:

• Improved LA penetration in agency business
• Timely and accurate fulfilment of contest & R&R
• Creating visibility & updates to the sales team on contest launched
• Strong Vendor management for fulfilment within time and cost
• Recruitment Communication visibility
• Achieve and exceed NPS Target for agency

Key Relationships (Internal / External):

• Distribution Leaders
• Fulfillment teams (Finance, Procurement, BPMA)
• Vendors
• Legal & Compliance
• ZVP/RM/ZAC/RAC/OH/BM

Desired qualification and experience
Job Specifications:

• Graduate / Post Graduate with prior experience of Sales Promotion, Vendor management, Stakeholder management
• Willing to work with tight deadlines
• Prior Insurance background is preferred
• Good MS Excel & MS Power point skills
• Excellent communication skills (verbal/non-verbal/writing/senior management last mile comms)

KEY COMPETENCIES/SKILLS REQUIRED

• Ability to drive organizational change
• Result Orientation
• Effective Management and Governance of Process
• Strong communication skills
• Working with & through others; leading People
• Problem Solving & Decision Making
• Innovation
• Strategic Planning & Execution

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