Job Opening for Customer Retention Officer at AxisMaxlife, Bengaluru – Bengaluru, Karnataka
AxisMaxlife is currently accepting applications for the position of Customer Retention Officer in the Bengaluru area. We are actively seeking qualified candidates for this Full-time opportunity.
We are looking for individuals who possess strong skills and have a minimum of beginners/seniors in the field. Along with technical expertise, we highly value qualities such as integrity, discipline, and a strong sense of responsibility in our potential employees.
AxisMaxlife operates within the (according to the company) industry. If you are interested in joining our esteemed organization, we encourage you to submit your application without delay.
Job Information
| Company: | AxisMaxlife |
| Position: | Customer Retention Officer |
| City: | Bengaluru, Karnataka |
| Province: | Karnataka |
| Education: | Confidential |
| Job Type: | Full-time |
Job Description
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
No. of Positions
Department
Reporting to
Location
Key Responsibilities
Collections
- Sole responsibility of targets basis allocated base on:
I. Renewal collection and persistency targets through customer calling or physical visits to customer residences with prior appointment
II. Ensure maintenance and sharing of daily customers’ trackers and conversion thereof, including review with Manager-Collections
II. Convince customers and get renewal premium and policy continuation to continue insurance and giving retention tools like mode change/Partial withdrawal/PUA surrender/Loan etc.
IV. Timely depositing the cheque at the nearest MLI branch/ bank branch within 24 hours of the cheque collection
V. Effectively handling customer escalations, 100% resolution of customer queries & concerns including tracking of service requests raised, providing clarity to required customers on special revival scheme, change in term, short premium bucket to resolve financial constraint and retain customers
VI. Ensuring follow up on critical document like Health Declaration Form / tele underwriting/home visits medical/ ECS Mandate/ complaint letters on silent grief and obtaining new contact details getting update through branch operations
Measure of Success :
- 100% completion of assigned activities by 7th of every month
- Completing daily face to face meetings as per goal sheet
- Driving Top 30 high value cases with 100% meeting
- Providing 100% resolution to customer’s query
- 00% Tracking and timely closure of service request if logged for any of the allocated customers
- Maximizing positive portfolio (Promise to Pay) by providing right advice to customers to continue insurance and giving retention tools like mode change/Partial withdrawal/PUA surrender/Loan
- Driving Special revival scheme and change in term to resolve financial constraint
- By ensuring 100% meetings on silent grief cases
- Collecting written grievance from the customer and getting it logged in system
- Percentage of customer retention from allocated base surrendering the polices by explaining insurance benefits, ulip retention tools, switching, long term growth, comparison with other financial products
- Conversion of non ECS base to E-NACH/ECS by explaining benefits of continuing policy on E-Nach/ ECS for huddle free payment
- Ensuring collection and registration along with necessary documents of auto pay mandates from customers on non auto pay
Knowledge and skills required
- Ability to handle pressure and work in a competitive environment. Open to learning, Very High Process orientation , Effective communication skills. Should have a personal vehicle and smart phone
State
Karnataka
Branch
Bangalore – GO10
Department
Operations
Function
Operations – Field Customer Retention
Posted On
21-Jan-2026
Requirements
- Willing to Be Placed in the Designated Work Location
- Minimum Education of High School Diploma
- Good Communication Skills
- Physically and Mentally Healthy
- Minimum Age of 18 Years
- Able to Work Under Pressure
- Experience in the Related Field (Preferred)
- No Criminal Record
- Able to Work in a Team
Company Address
| Province | Karnataka |
| City | Bengaluru |
| Google Map | Google Map |
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