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Max Life Insurance
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Zonal Manager - Affluent

Zonal Manager - Affluent

Max Life Insurance

10 - 12 years

12 - 14 Lacs

Kolkata

Posted:6 days ago| Platform:

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Skills Required

Penetration Sales operations Bancassurance Customer service Sales process Office management Operations Financial services Channel distribution Analytics

Work Mode

Work from Office

Job Type

Full Time

Job Description

The

Bancassurance Department

within Axis Max Life Insurance plays a critical role in driving the distribution of life insurance products through our strategic partnership with Yes Bank. This department leverages Yes Bank s existing customer base and infrastructure to offer insurance solutions.

Bancassurance Department serves as a bridge between Axis Max Life Insurance Company and Yes Bank, ensuring that insurance products are effectively marketed and sold to a wide customer base, while maintaining high standards of customer service, compliance, and performance.

Below is a summary of the key functions typically performed by the Bancassurance Department

Sales and Distribution Management
Customer Relationship Management
Compliance and Regulatory Oversight

Job Summary

Zonal Manager

is a senior leadership role managing the Bancassurance partnership with Yes Bank (YBL) within the designated region and responsible for overseeing the sales, operations, and performance. This position involves managing a team of sales agents, cluster managers, and support staff, ensuring the achievement of sales targets, operational efficiency, and high levels of customer satisfaction. The Regional Manager will be responsible for driving growth, expanding market share, and maintaining strong relationships with clients, partners, and stakeholders within the region.

Additionally, the candidate will suggest product synergies and identify various customer touch-points within Yes Bank for insurance sales opportunities. They will provide accurate and timely updates on competitors and best practices.

Key Responsibilities

Will be responsible for the Bancassurance (YBL) partnership.

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 we'll as for Axis 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

Key skills required

R elationship Management, Leading people, process adherence

MEASURES OF SUCCESS

Business Plan

Adjusted 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%
G2V2 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

Desired qualification and experience

Graduate/ Post Graduate in any discipline
Good communication skills - English & regional language (preferred)
Age group 35-45 years
Preferably has own conveyance
Must have 10-12 years of overall exp. in sales with a minimum of 6 to 8 years combined work experience in the fields of Life insurance sales management, Retail bank distribution, and Channel Management and/or DSA relationship

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Max Life Insurance

Insurance

New Delhi

N/A Employees

593 Jobs

Key People

Prashant Tripathi

Managing Director & CEO
Subhash Chander

Chief Financial Officer
Kavita Ghosh

Chief Investment Officer

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