Cross sell

Company Description Axis Max Life Insurance Limited (formerly Max Life Insurance Company Limited) is a joint venture between Max Financial Services Limited, part of the multi-business Max Group, and Axis Bank Limited. The company offers comprehensive protection and long-term savings life insurance solutions through a diversified distribution network, including agency channels and third-party partners. With nearly two decades of operations, Axis Max Life Insurance Limited is known for its need-based sales, customer-centric engagement, and trained workforce, backed by an individual death claims paid ratio of 99.70% in FY24-25. As of March 31, 2025, the company manages assets worth Rs. 175,072 crore and has a Sum Assured in Force of Rs. 2,191,857 crore. More information and customer support are available through the company’s website, helpline, and online contact portal.
Role Description The Cross Sell role is a full-time, on-site position based in India, focused on expanding product penetration among existing customers of Axis Max Life Insurance Limited and its distribution partners. Day-to-day responsibilities include identifying cross-sell opportunities from existing portfolios, explaining suitable insurance and savings products aligned with customer needs, and ensuring accurate and compliant policy issuance. The role involves collaborating with branch and sales teams, following a structured sales process, and maintaining high standards of customer service and follow-up. The position also requires maintaining detailed records of interactions, achieving individual and team targets, and adhering to regulatory and organizational guidelines.
Qualifications
Candidates should possess strong sales and cross-selling skills, with the ability to identify customer needs and offer appropriate insurance solutions.
Candidates should possess customer relationship management skills, including clear communication, active listening, and professional follow-up.
Candidates should possess basic financial and insurance domain understanding, including life insurance products, regulatory norms, and risk concepts.
Candidates should possess organizational and documentation skills, ensuring accurate data entry, record-keeping, and compliance with internal processes.
Relevant experience in banking, insurance, or financial services sales will be beneficial, ideally in branch-based or on-site customer-facing roles.
A graduate degree in any discipline is preferred; additional certifications in insurance or financial planning are an advantage.
Candidates should be comfortable working in an on-site environment in India, meeting defined performance targets, and collaborating with cross-functional teams.

Work arrangement
No