Key Responsibilities: /n /n

- Lead the end-to-end business planning process for renewals collections and surrender management verticals.

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- Define annual and quarterly plans in alignment with business goals, regulatory requirements, and market dynamics.

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- Perform gap analysis and define corrective actions based on forecast vs actual performance

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- Build and maintain advanced dashboards and reports (MIS) tracking key performance indicators (KPIs) of Call centre like persistency ratio, surrender rates, lapse ratio, renewal collections, and onboarding exceptions.

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- Analyze customer behavior patterns, risk profiles, and policy trends using predictive analytics models to enhance targeting strategies.

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- Provide actionable insights to influence strategy and decision-making across collection and retention functions

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- Perform root-cause analysis of surrender cases and design data-driven interventions to reduce voluntary surrenders.

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- Identify and flag vulnerable or high-risk policy cohorts for early engagement.

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- Monitor persistency trends and design focused retention campaigns leveraging propensity models.

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- Analyze collections performance at a granular level (product-wise, channel-wise, cohort-wise).

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- Recommend strategies to improve agent and customer engagement based on analytics output.

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- Support digital initiatives like Autopay win-back models, Humanoid BOT targeting, and customer segmentation models.

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- Monitor onboarding workflows for anomalies and deviations, including KYC compliance, policy issuance timelines, and system-generated vs manual exceptions.

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- Establish control frameworks to reduce onboarding errors and drive process improvements.

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- Collaborate with Operations and Risk teams to mitigate early-stage leakage





/n /n Measure of Success: /n /n

- Improvement in Persistency Ratio

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- Reduction in Surrender Rates (Voluntary & Involuntary)

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- Onboarding Exception Ratio

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- Accuracy & Timeliness of MIS Reports

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- Predictive Model Accuracy & Effectiveness

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- Impact of Data-driven Interventions (collections uplift, early warning score models)

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- Reduction in manual effort through automation & digital tools

/n /n Desired qualifications and experience: /n /n

- Postgraduate in Statistics, Business Analytics, Actuarial Science, Finance, or equivalent discipline

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- Additional certifications in Data Science, Analytics, or Business Intelligence preferred

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- 8–12 years of work experience in Analytics, Business Planning, or Performance Management, ideally in Insurance or BFSI domain

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- Proven track record of leading analytics teams to drive business decisions and measurable outcomes

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- Experience in working with large datasets and translating complex analytics into easy business narratives

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- Strong analytical mindset with expertise in Business Intelligence tools (Power BI, Tableau, Excel, SQL)

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- Deep understanding of Life Insurance business, especially renewals, persistency, surrender, and onboarding processes

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- Hands-on experience in statistical modeling, predictive analytics, and propensity scoring

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- Good knowledge of data governance, process control frameworks, and compliance requirements

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- Strong problem-solving aptitude and ability to translate data into actionable business strategies

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- Excellent communication and stakeholder management skills

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- Exposure to RPA, AI/ML tools, and digital analytics solutions will be an added advantage

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- Detail-oriented, structured thinker with the ability to manage multiple projects

/n

📌 Chief Manager -Renewals ( Data Analytics) (Gurugram)
🏢 Axis Max Life Insurance
📍 Gurugram