Adil Ali

At Axis Max Life, we work on high-quality leads provided by Policy bazaar, ensuring seamless service, and tailored life insurance solutions to drive customer satisfaction and maximize sales conversions.

Axis Max Life provides 100-200 verified leads monthly through Policy bazaar. Our team ensures timely follow-ups, personalized consultations, and excellent after-sales service. We focus on converting potential into long-term policyholders while delivering value-driven insurance solutions.

The company provided high-quality leads through the VRM (Virtual Relationship Manager) channel, enabling strong customer conversations, and improved engagement. Additional support from the S2S (service to sales) channel further enhanced our efforts. Along with fresh leads, we also had access to existing customer data, where policies had already been sold, allowing us to offer better follow-up and cross-sell opportunities. This multi-channel approach helped in building customer trust, delivering superior service, and achieving higher sales performance.

• In the Caravan process, my primary responsibility was to upload and manage detailed car listings on the platform. Each listing included accurate specifications such as model, variant, year, mileage, engine details, and key features. I ensured the data was clean, complete, and appealing for potential buyers. On average, I handled 10 files per day, maintaining both speed and accuracy. These listings were then published on the company website to drive online sales. Attention to detail and consistency were crucial, as the quality of listings directly impacted customer interest and conversion. At the end of each month, performance-based incentives were offered, rewarding productivity and precision. This role sharpened my data management, coordination, and digital content skills.

Worked with National Australian Bank in the document verification and loan processing team, ensuring accuracy, compliance, and timely delivery of financial documents. Responsibilities included verifying customer identification documents and income sources by analyzing payslips, bank statements, and tax returns. Assessed creditworthiness through detailed analysis of credit reports and financial statements. Cross-checked documents on authorized portals to confirm authenticity and accuracy. Processed various loan documents (Consumer and Business), converting them into organized, password-protected PDF files. Efficiently separated borrower and guarantor documents to maintain clear, structured documentation. Ensured all tasks adhered to regulatory standards and met strict SLA timelines. Compiled detailed reports highlighting key financial insights and submitted them to the central team. Provided clear support to borrowers and guarantors regarding secure document access. Maintained confidentiality and security compliance throughout all stages. Demonstrated strong attention to detail while managing client-assigned data. Consistently met deadlines while upholding high standards of accuracy and professionalism.

Worked with Niva Bupa Health Insurance under the Bancassurance channel in collaboration with IDBI Bank. Responsible for liaising and maintaining strong relationships with bank employees to generate health insurance leads. Conducted regular product trainings and joint customer meetings with branch staff to drive sales. Ensured smooth coordination between bank and insurance operations to enhance customer experience. Actively supported in achieving branch-wise targets through consistent follow-ups and service support. Played a key role in building trust and product awareness among both staff and customers.

Worked with HDFC Life under the Direct Channel, where leads were primarily sourced from customers who had recently availed mobile finance or personal loans. These leads often had low conversion potential due to limited interest in insurance products. However, occasionally, high-value existing customers with strong portfolios were also included, offering better business opportunities. The channel was relatively new, and required consistent effort, follow-ups, and strategic communication to build trust and drive sales. Adaptability and persistence were key to handling the challenges of this evolving lead base.