Position: State Head – Broca

Department: CABR

Reporting to Zone Head – Broca

Band 4A

Location: Ahmedabad

KEY RESPONSIBILITIES:  Will be responsible for managing broking partners mapped in the state(s).

 Create and maintain engagement with state heads and other key broking offices / Management

Team members

 Lead a team of state heads and monitor their input/output activity and ensure lead generation through various sources

 Increasing insurance awareness and product penetration among mapped sub-brokers/RM.

 Increasing insurance penetration among broking staff members.

 Suggest sizzlers and R&R; platforms for broking employees who provide prospect leads as well as for AXIS MAX LIFE’s dedicated sales team

 Suggest product synergies and capture partner’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:- 13th month Persistency (%) - >75%

Sales process Adherence: -

1.Implementation of CRM

2.Governance Rhythm

3.Business Leakage & complaints

Effective Management of People

- Talent Retention - 80%

2.G2V2 retention - >95%.

- Engagement Score – 90%

Customer centricity and satisfaction: -

Effective Management of Customer As per Plan

Key Relationships (Internal /External)

1.Distribution leaders

2.HR Team

- Training Team
- Planning & Analytics Team
- Broking 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

 15 + years of overall exp. in sales with a minimum of 8-10 years combined work experience in the fields of Life insurance sales management, Broking / Banca Sales Channel Management and/or

DSA relationships.

📌 State Head - Broca (Gujarat)
🏢 Axis Max Life Insurance
📍 Gujarat