Zonal Head - Branch Banking (Maharashtra)

Zonal Head - Branch Banking (Maharashtra)

20 Sep
|
AxisMaxlife
|
Maharashtra

20 Sep

AxisMaxlife

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 setting.

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

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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

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

Customer centricity and satisfaction:-

Effective Management of Customer

As per Plan

Key Relationships (Internal /External)

- Distribution leaders
- HR Team
- Training Team
- Planning & Analytics Team
- 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)
🏢 AxisMaxlife
📍 Maharashtra

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