Associate City Head - CBG (New Delhi, DL, IN) na Axis Max Life Insurance (Formerly Max Life Insurance) | Official Website

KEY RESPONSIBILITIES:-

• Relationship Management with the Axis CBG Head. Drive the sales through CBG customers

• Overseeing complete CBG business operations for the Region, forecasting monthly/ annual business targets, & executing them in a given time frame. Providing a growth-driven environment to the team.

• Responsible for assigning the targets and organizing joint monthly PRP with the DRs and thereby ensuring skip level review. Recruit, train and Supervise executives to achieve the agreed business targets and insurance sales in the defined geography and building a progressive partnership with the bank

• Periodic and Daily updates in alignment with Axis CBG and MLI team, ensuring meet business Plan, drive the wealth and affluent managers , ensuring activation and persistency and thereby tracking the performance in all the vectors and thereby do a traction analysis

• Driving the people agenda by leading the team and ensuring higher engagement   of the key talents of the zone, ensuring minimum compliance issues and retain talents

• Implement the BOLD system and ensure that the system requirements are met in order to ensure that the relationship is productive and mutually beneficial and compliant with all regulatory requirements.

• Deploy and monitor implementation specifically Bank staff contests/R&R in order to accelerate revenue generation with the Channel.

Measures of Success

Business Plan:-

Adj MFYP (Rs.) - Plan v/s Actuals

Activation plan:-

Seller Activation (%) -  Plan Vs Actual

Product Mix

Product Mix : Plan Vs actual              

Persistency:-

15th month Persistency (%) - >85%  (By Value)

Joint Calls /Effective Management of  Process:-

Unit -Joint Calls: Plan Vs Actual

BOLD audit score

Effective Management of  People & Customer:

Retain talent 70%, G2M2 retention >85%, Kenexa Score and improvement over last year

Key competencies/skills required

Relationship, Leading people, Effective Management of  Process

Desired qualification and experience:-

• Master of Business Administration from a premier business school or equivalent.

• 8 to 12 years of experience in Distribution Operations, Wealth HNI and Affluent Channel Management, Prior experience in insurance essential.

• Result Orientation, Working With & Through Others, Innovation, Customer Centricity, Technical Expertise, Managerial Expertise, Problem Solving & Decision Making, Business Acumen, Role Modeling Core Values, Strategic Planning & Execution.

KEY RESPONSIBILITIES:-

• Relationship Management with the Axis CBG Head. Drive the sales through CBG customers

• Overseeing complete CBG business operations for the Region, forecasting monthly/ annual business targets, & executing them in a given time frame. Providing a growth-driven environment to the team.

• Responsible for assigning the targets and organizing joint monthly PRP with the DRs and thereby ensuring skip level review. Recruit, train and Supervise executives to achieve the agreed business targets and insurance sales in the defined geography and building a progressive partnership with the bank

• Periodic and Daily updates in alignment with Axis CBG and MLI team, ensuring meet business Plan, drive the wealth and affluent managers , ensuring activation and persistency and thereby tracking the performance in all the vectors and thereby do a traction analysis

• Driving the people agenda by leading the team and ensuring higher engagement   of the key talents of the zone, ensuring minimum compliance issues and retain talents

• Implement the BOLD system and ensure that the system requirements are met in order to ensure that the relationship is productive and mutually beneficial and compliant with all regulatory requirements.

• Deploy and monitor implementation specifically Bank staff contests/R&R in order to accelerate revenue generation with the Channel.

Measures of Success

Business Plan:-

Adj MFYP (Rs.) - Plan v/s Actuals

Activation plan:-

Seller Activation (%) -  Plan Vs Actual

Product Mix

Product Mix : Plan Vs actual              

Persistency:-

15th month Persistency (%) - >85%  (By Value)

Joint Calls /Effective Management of  Process:-

Unit -Joint Calls: Plan Vs Actual

BOLD audit score

Effective Management of  People & Customer:

Retain talent 70%, G2M2 retention >85%, Kenexa Score and improvement over last year

Key competencies/skills required

Relationship, Leading people, Effective Management of  Process

Desired qualification and experience:-

• Master of Business Administration from a premier business school or equivalent.

• 8 to 12 years of experience in Distribution Operations, Wealth HNI and Affluent Channel Management, Prior experience in insurance essential.

• Result Orientation, Working With & Through Others, Innovation, Customer Centricity, Technical Expertise, Managerial Expertise, Problem Solving & Decision Making, Business Acumen, Role Modeling Core Values, Strategic Planning & Execution.