Role Purpose

Drive insurance cross-sell (Life & General) across subsidiaries through assisted and digital channels.

Key Responsibilities

Business Delivery

- Drive LI & GI fee targets across subsidiaries

- Build product-specific sales programs (Term, ULIP, Health, Credit Life, etc.)

Channel Enablement

- Enable subsidiary channels (e.g., Axis Finance, Axis Securities) to cross-sell:

- Insurance for loan customers, investors, salaried segments

- Design training modules and sales playbooks

Campaigns & Targeting

- Execute customer segmentation and targeted campaigns

- Drive insurance penetration in under-covered segments

Digital Integration

- Support embedding insurance journeys in digital platforms

- Drive micro-insurance / bite-sized offerings (e.g., via Freecharge)

Governance

- Track mis-sell, persistency, and FLC metrics

- Ensure compliance with regulatory and partner standards

Key requirements

- Robust execution focus with ownership mindset

- Ability to work across multiple stakeholders and platforms

- High orientation towards data, governance, and compliance

- Experience in TPP / insurance / forex / investments preferred

📌 AVP - Insurance cross-sell (Life & General) (Mumbai)
🏢 Axis Bank
📍 Mumbai