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Max Life Insurance
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City Head - Private Burgundy Sourcing

City Head - Private Burgundy Sourcing

Max Life Insurance

12 - 16 years

30 - 40 Lacs

Lucknow

Posted:2 weeks ago| Platform:

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Skills Required

Stakeholder Engagement Sales Business leadership City Head Banking Actuarial Management Monitoring

Work Mode

Work from Office

Job Type

Full Time

Job Description

Business Leadership & Strategy Drive life insurance business for Burgundy Private channel across assigned geography, aligned with Axis Bank s private banking strategy and Axis Max Life s goals. Define and execute Circle level business plans (Premium, Activation, Case Size, Product Mix, Market Share). Identify segment-specific growth levers including annuity, retirement, and legacy solutions for UHNI clients. Stakeholder Engagement Build strategic relationships with Axis Bank s Private Bankers, Managing Partners, and key leadership across branches. Lead joint engagement models to drive activation and conversions. Sales Governance & Execution Track daily/monthly KPIs Seller activation, lead conversion (LCR), persistency, and productivity metrics. Monitor adherence to activation rhythm, performance cadence, and campaigns. Premium Delivery and Market Share Plan vs Actual Activation Rate % of Active Sellers (Plan vs Actual) Productivity Avg. Case Size, Case Rate, and Premium per Active Product Mix Achievement ULIP, Annuity, Non-PAR contribution(including Protection) Persistency 13th month Actuarial & 15th Month persistency Sales Governance Cadence adherence, Lead Funnel tracking Campaign Performance Success rate of sellers in the launched campaigns

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Max Life Insurance

www.maxlifeinsurance.com

Insurance

New Delhi

N/A Employees

611 Jobs

Key People

Prashant Tripathi

Managing Director & CEO
Subhash Chander

Chief Financial Officer
Kavita Ghosh

Chief Investment Officer

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City Head - Private Burgundy Sourcing

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