CVP & Head - Loyalty and BCAT

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Date: Aug 12, 2025

Location: Gurugram, HR, IN

Company: maxlifeins

Job Description
Job Title	Senior Vice President & Head - CAT - Loyalty.	Location
Department	Direct Sales Force	Function		CAT - Loyalty.
Reporting to	EVP & Head - Direct Sales Force & Yes Bank Partnership	Band		2
Function Summary Customer Advisory Team is dedicated to delivering exceptional customer service and strategic insights to ensure client satisfaction and business success. This team works closely with clients to understand their unique needs, provide tailored solutions, and guide them through the entire customer journey. By leveraging deep industry knowledge and expertise, the Customer Advisory Team helps clients achieve their goals, overcome challenges, and maximize the value of the products and services offered. Through proactive communication and problem-solving, the team fosters long-lasting relationships and drives customer retention and growth
Job Summary Senior Vice President & Head- CAT is responsible to develop a long term vision for the channel and translate to action plans to meet strategic DSF objectives for the assigned zone. Role model and lead development of leadership within the zone, drive productivity in line with overall Distribution Strategy and applicable regulatory requirements with the objective of supporting the organizational plans via increasing revenue, profitability and share of the DSF business
KEY RESPONSIBILITIES: Develop Channel strategy Medium to long term Envision DSF operations (size, scope and technology utilization) Lead the estimation of resource requirements for assigned zone Operations management Customize one year strategic objectives and goals for the channel depending on market realities and channel maturity and capability (covering both channel and internal organization requirements). Define priorities for the channel and lead the development of plans to minimize deviation from strategic goals. Continuously monitor actual performance against agreed plans in order to ensure that channel delivers revenue, profitability and customer service levels in line with Plans Sales training Engagement with DCC Team on content and scope of training programs. Collaborate with Training Team to implement the sales process system in zone Build channel capability to operate at higher than standard productivity Channel relationship management Interact with top producers during field visits and R&R events, take feedback and initiate appropriate action. Handle escalated issues and ensure closure of grievances in order to ensure stickiness and high productivity of all, especially high producing agents Drive MDRT/CEO/EC qualifiers. Allocate budgets to zone for Sales Promotion activities. Monitor performance of sales promotions, encourage reapplication of good promotions. in order to maximize the utilization of marketing spends to increase revenues Human capital management Mentor, counsel and guide the team. Monitor the achievement of hiring targets and interface with HO for resource requirements. Engage with direct and skip level reports on performance management issues and monitor the implementation of processes in the zone Develop a robust pipeline of leaders for all critical positions within zone			Work towards identifying and grooming potential successor for self Managing field operations Provide inputs on feasibility and efficiency into operational processes from a field perspective. Support field operations staff to resolve issues and smoothen interface Audit & compliance Monitor audit gap closures for the assigned zone. Handle escalated issues related to Audit and compliance to ensure that agency operations in assigned zone meet all regulatory and internal compliance norms Budgeting Consolidate Manpower and revenue budget for assigned zone Monitor actual progress vs. budgets and make necessary adjustments to be within norms Key skills required Excellent communication skills (oral & written) Strong networking orientation and skills Strong relationship building capability Sharp analytical orientation Strong Work ethics

Desired qualification and experience

Should have sales management experience of 20+ years with at least 10 years in a leadership role
Must be a Channel Head/Vertical Head or equivalent in the current system
Familiarity with skills in recruitment, supervision & development of teams, strong networking
Ability to build business strategies around driving and achieving business targets and future expansion
Must be in the current role for 18 months

About Axis Max Life Insurance

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 trained human capital. As per the annual audited financials for FY2023-24, Axis Max Life Insurance has achieved a gross written premium of INR 29,529 Cr. For more information, please visit the company website at www.maxlifeinsurance.com.

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

Job Description
Job Title	Senior Vice President & Head - CAT - Loyalty.	Location
Department	Direct Sales Force	Function		CAT - Loyalty.
Reporting to	EVP & Head - Direct Sales Force & Yes Bank Partnership	Band		2
Function Summary Customer Advisory Team is dedicated to delivering exceptional customer service and strategic insights to ensure client satisfaction and business success. This team works closely with clients to understand their unique needs, provide tailored solutions, and guide them through the entire customer journey. By leveraging deep industry knowledge and expertise, the Customer Advisory Team helps clients achieve their goals, overcome challenges, and maximize the value of the products and services offered. Through proactive communication and problem-solving, the team fosters long-lasting relationships and drives customer retention and growth
Job Summary Senior Vice President & Head- CAT is responsible to develop a long term vision for the channel and translate to action plans to meet strategic DSF objectives for the assigned zone. Role model and lead development of leadership within the zone, drive productivity in line with overall Distribution Strategy and applicable regulatory requirements with the objective of supporting the organizational plans via increasing revenue, profitability and share of the DSF business
KEY RESPONSIBILITIES: Develop Channel strategy Medium to long term Envision DSF operations (size, scope and technology utilization) Lead the estimation of resource requirements for assigned zone Operations management Customize one year strategic objectives and goals for the channel depending on market realities and channel maturity and capability (covering both channel and internal organization requirements). Define priorities for the channel and lead the development of plans to minimize deviation from strategic goals. Continuously monitor actual performance against agreed plans in order to ensure that channel delivers revenue, profitability and customer service levels in line with Plans Sales training Engagement with DCC Team on content and scope of training programs. Collaborate with Training Team to implement the sales process system in zone Build channel capability to operate at higher than standard productivity Channel relationship management Interact with top producers during field visits and R&R events, take feedback and initiate appropriate action. Handle escalated issues and ensure closure of grievances in order to ensure stickiness and high productivity of all, especially high producing agents Drive MDRT/CEO/EC qualifiers. Allocate budgets to zone for Sales Promotion activities. Monitor performance of sales promotions, encourage reapplication of good promotions. in order to maximize the utilization of marketing spends to increase revenues Human capital management Mentor, counsel and guide the team. Monitor the achievement of hiring targets and interface with HO for resource requirements. Engage with direct and skip level reports on performance management issues and monitor the implementation of processes in the zone Develop a robust pipeline of leaders for all critical positions within zone			Work towards identifying and grooming potential successor for self Managing field operations Provide inputs on feasibility and efficiency into operational processes from a field perspective. Support field operations staff to resolve issues and smoothen interface Audit & compliance Monitor audit gap closures for the assigned zone. Handle escalated issues related to Audit and compliance to ensure that agency operations in assigned zone meet all regulatory and internal compliance norms Budgeting Consolidate Manpower and revenue budget for assigned zone Monitor actual progress vs. budgets and make necessary adjustments to be within norms Key skills required Excellent communication skills (oral & written) Strong networking orientation and skills Strong relationship building capability Sharp analytical orientation Strong Work ethics