Zonal Head - Branch Banking (Maharashtra)

Zonal Head - Branch Banking (Maharashtra)

19 Sep
|
Axis Max Life Insurance
|
Maharashtra

19 Sep

Axis Max Life Insurance

Maharashtra

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 workplace.

#ComeAsYouAre LGBTQIA+ and PwD candidates of all ages are encouraged to apply

Career Opportunities

Position Zonal Head - Bancassurance (Yes Bank) – Branch Banking

No. of Positions

1

Department

Bancassurance

Function

Bancassurance YBL - Sales

Reporting to

VP - Bancassurance

Band

3

Location

Mumbai

KEY RESPONSIBILITIES

- Will be responsible for the Bancassurance (YBL) partnership in Mumbai.
- Create and maintain engagement with regional managers /branch managers and other key Yes Bank Head Office / Management Team members
- Lead a team of Sales Executives (Relationship Associates and Associate Sales Managers and Centre Managers) and monitor their input/output activity and ensure lead generation through various sources
- Increasing insurance awareness and product penetration among Yes Bank’s customers




- Increasing insurance penetration among Yes Bank staff members
- Suggest sizzlers and R&R; platforms for Yes Bank’s employees who provide prospect leads as well as for MAX LIFE’s dedicated sales team
- Suggest product synergies and capture Yes Bank’s various customer touch-points for insurance sales opportunities
- Provide accurate and timely competitor updates/best practices

MEASURES OF SUCCESS: Business Plan:-

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

Activation Plan :-

Seller Activation (%) - Plan Vs Actual

Collections:-

15th month Persistency (%) - >75%

Sales process Adherence:-

1.Implementation of CRM

2.Governance Rhythm

3.Business Leakage & complaints

Effective Management of People

1. Talent Retention - 70%
2. G2M2 retention - >90%.
3. Engagement Score – 85%

Customer centricity and satisfaction:-

Effective Management of Customer

As per Plan

Key Relationships (Internal /External)

1. Distribution leaders

2. HR Team

3. Training Team
4. Planning & Analytics Team
5. Yes Bank Management & Sales Team

Key competencies/skills required Relationship Management, Leading people, Effective Management of Process

DESIRED QUALIFICATIONS AND EXPERIENCE:

- Graduate / Post Graduate in Sales / Marketing
- 12-14 yrs of overall exp. in sales with a minimum of 8-9 yrs combined work experience in the fields of Life insurance sales management, Retail bank distribution, and Channel Management and/or DSA relationship.

State

Maharashtra

Branch

Mumbai - GO9

Department

Bancassurance

Function

Bancassurance YBL Branch Banking - Sales

Posted On

18-Sep-2026

📌 Zonal Head - Branch Banking (Maharashtra)
🏢 Axis Max Life Insurance
📍 Maharashtra

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