SVP & Business Head - South & West (Axis Partnership)

Date: Apr 30, 2026

Location: Gurugram, HR, IN

Company: maxlifeins

 

Job Description

Position

SVP & Business Head - South & West (Axis Partnership)

Incumbent

Name

Department

Axis

Function

Axis Sales

Reporting to

Executive Vice President & Head - Axis Bank Partnership

Band

2

Location

 Mumbai

Team size (D/I)

4-5 DRs – 40+ Skip Level

Managers

JOB SUMMARY: -   

Manages a big Geography comprises of four to five Zones. Managing a bigger team,  Formulating long term/ short term strategic plans to enhance operations in coordination with the macro plans of organization and the industry trends ,  Implementing business directions of the geography to ensure maximum profitability in line with organizational objectives Handling sales targets & taking sales initiatives to achieve business goals & managing the frontline sales team to achieve them  Developing relations with key decision makers  within the company of Axis Bank.

 

KEY RESPONSIBILITIES: -

 

  • Relationship Management with the Axis Business Heads, Axis RBBHs, Axis Circle Head, Circle Business Managers. With the advent of circle formation relationship management with the Circle Heads to achieve business targets and build a progressive partnership with the bank.
  • Overseeing complete business operations for Geography and Zones with accountability of profitability, forecasting monthly/ annual business targets, & executing them in a given time frame. Providing a growth-driven environment to the team and sustaining well-planned initiatives for performance management, appraisal and training of associates.  
  • Strategic planning and execution to deliver top line growth of 25% year on year, even in the evolving Open Architecture in the Bank.
  • Collaborate with Functional Heads and Vertical Heads of the Channel team to build Channel success
  • Bring thought leadership and market insights in the channel on how to accelerate business growth and how to manage open architecture

 

Strategy development of all zones

 

  • Participate in the development of the Business Plan along with Head Axis, specifically contributing to the strategic outlook for the relationship. Define medium term business plans based on strategic directions and objectives taking into regulatory scenarios, banking trends in order to ensure that a long term plan exists to maximize the revenue and profitability from the relationship.
  • Oversee development of medium to long-term strategic objectives and goals for the zones depending on market realities and zone maturity and capability.
  • Develop and implement solutions to improve critical business levers in zones

 

Channel relationship management

 

  • Deepen relationship with Axis bank regional offices, cutting across segments, verticals and functions as a ring fence strategy to minimize impact of open architecture and maximize business outcomes.
  • Partner with the bank to create long term business strategy as well as ongoing short term tactical levers to achieve business goals
  • Build synergy between Axis Max life and Axis bank by creating engagement platforms for senior management teams to share best practices in corporate functions like compliance, IT, marketing, finance, operations, technology, HR, Training etc.
  • Collaborate across functions including Marketing, Product Development, Learning and Development, Sales Promotion and Operations

 

 

 

 

 

 

Distribution Management

 

  • Lead the deployment of business plan to the internal team as well as partnership. Lead the engagement with the partner. Develop measures and dashboards to measure the effectiveness of the relationship. Support team in discussing and finalizing remedial action, as required with partner in order to ensure that the relationship has the requisite capability to deliver business strategies and goals
  • Continuously monitor performance against agreed plans in order to ensure that all Zones delivers revenue, profitability in line with Plans.
  • Managing and overseeing total branch banking business across the Zones with accountability, forecasting monthly/ annual business targets, & executing them in a given time frame. Providing a growth-driven environment to the team and sustaining well-planned initiatives for performance management, appraisal and training of associates.
  • Assist in the resolution of escalated administrative issues in order to ensure that the requisite number and quality of office infrastructure is available to staff for smoothly executing the day-to-day requirement.
  •  Provide inputs to the training team on the nature of partnerships, protocols agreed, service level agreements etc. to develop appropriate training content. Approve the content developed by subordinates in coordination with the Training team in order to ensure the development of requisite skills and understanding in reporting teams
  • Review Implementation of defined training plan
  • Build zones’ capability to operate at higher than standard productivity

 

Human capital management

  • Allocate manpower resources to different teams / zones. Approve training plans and negotiate availability with Axis Training team. Lead the rating and normalization discussion involving skip level subordinates based on inputs received from HR  in order to  ensure that the assigned teams are capable and motivated to achieve targets
  • Engage very closely with Head of Axis, HO Leadership team, Axis Leadership team on various matters
  • Mentor, counsel and guide the zonal teams.  
  • 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

Measures of Success

Business Plan: -

  1. WPC - Plan v/s Actuals
  2. Reduced Open Architecture share as agreed

3   Red Branches – As per Plan   

 

Activation plan: -

Seller Activation (%) -  Plan Vs Actual

 

Achieve Product Mix & Case Size Plan: - 1. Product Mix (By Value) - Plan Vs Actual

2. Case Size: Plan Vs actual

 

Persistency: -

15th month Persistency (%) - >82.5 (By Value)

 

Effective Management of Process: -

BOLD audit score

Total Leakage / Cancellations 

Compliance Score

 

Effective Management of People: -

1. Retention rate - 70%, (as per HR formula);  G2V2 retention - >90%. 

2.Employee Engagement Score improvement over last year

 

Effective Management of Customer: -

Complaints incidence rate (complaints per '000/

NOP issued YTD

 

Key Relationships (Internal /External)

Effective Management of People & Customer

Retain talent

 Handling Customer Complaints

 

Key competencies/skills required

Relationship, Leading people, Effective

Management of  Process

Desired qualification and experience: -

  • Master of Business Administration from a premier business school or equivalent.
  • 10 to 14 years of experience in intensive Distribution Operations, Channel Management, Prior experience in insurance essential.
  • Result Orientation, Working With & Through Others, Innovation, Customer Centricity, Technical Expertise, Managerial Expertise, Problem Solving & Decision Making, Business Acumen, Role Modeling Core Values, Strategic Planning & Execution.

Org Chart: - 

                    SVP & Business Head – South & West (Axis Partnership)

                         ↓

             Corporate Vice President & Zone Head

                        ↓

                     AVP & CRM

                        ↓         

  DCM/ CM/ AM

    ↓

  RA/ ASM

         

 

 

Job Description

Position

SVP & Business Head - South & West (Axis Partnership)

Incumbent

Name

Department

Axis

Function

Axis Sales

Reporting to

Executive Vice President & Head - Axis Bank Partnership

Band

2

Location

 Mumbai

Team size (D/I)

4-5 DRs – 40+ Skip Level

Managers

JOB SUMMARY: -   

Manages a big Geography comprises of four to five Zones. Managing a bigger team,  Formulating long term/ short term strategic plans to enhance operations in coordination with the macro plans of organization and the industry trends ,  Implementing business directions of the geography to ensure maximum profitability in line with organizational objectives Handling sales targets & taking sales initiatives to achieve business goals & managing the frontline sales team to achieve them  Developing relations with key decision makers  within the company of Axis Bank.

 

KEY RESPONSIBILITIES: -

 

  • Relationship Management with the Axis Business Heads, Axis RBBHs, Axis Circle Head, Circle Business Managers. With the advent of circle formation relationship management with the Circle Heads to achieve business targets and build a progressive partnership with the bank.
  • Overseeing complete business operations for Geography and Zones with accountability of profitability, forecasting monthly/ annual business targets, & executing them in a given time frame. Providing a growth-driven environment to the team and sustaining well-planned initiatives for performance management, appraisal and training of associates.  
  • Strategic planning and execution to deliver top line growth of 25% year on year, even in the evolving Open Architecture in the Bank.
  • Collaborate with Functional Heads and Vertical Heads of the Channel team to build Channel success
  • Bring thought leadership and market insights in the channel on how to accelerate business growth and how to manage open architecture

 

Strategy development of all zones

 

  • Participate in the development of the Business Plan along with Head Axis, specifically contributing to the strategic outlook for the relationship. Define medium term business plans based on strategic directions and objectives taking into regulatory scenarios, banking trends in order to ensure that a long term plan exists to maximize the revenue and profitability from the relationship.
  • Oversee development of medium to long-term strategic objectives and goals for the zones depending on market realities and zone maturity and capability.
  • Develop and implement solutions to improve critical business levers in zones

 

Channel relationship management

 

  • Deepen relationship with Axis bank regional offices, cutting across segments, verticals and functions as a ring fence strategy to minimize impact of open architecture and maximize business outcomes.
  • Partner with the bank to create long term business strategy as well as ongoing short term tactical levers to achieve business goals
  • Build synergy between Axis Max life and Axis bank by creating engagement platforms for senior management teams to share best practices in corporate functions like compliance, IT, marketing, finance, operations, technology, HR, Training etc.
  • Collaborate across functions including Marketing, Product Development, Learning and Development, Sales Promotion and Operations

 

 

 

 

 

 

Distribution Management

 

  • Lead the deployment of business plan to the internal team as well as partnership. Lead the engagement with the partner. Develop measures and dashboards to measure the effectiveness of the relationship. Support team in discussing and finalizing remedial action, as required with partner in order to ensure that the relationship has the requisite capability to deliver business strategies and goals
  • Continuously monitor performance against agreed plans in order to ensure that all Zones delivers revenue, profitability in line with Plans.
  • Managing and overseeing total branch banking business across the Zones with accountability, forecasting monthly/ annual business targets, & executing them in a given time frame. Providing a growth-driven environment to the team and sustaining well-planned initiatives for performance management, appraisal and training of associates.
  • Assist in the resolution of escalated administrative issues in order to ensure that the requisite number and quality of office infrastructure is available to staff for smoothly executing the day-to-day requirement.
  •  Provide inputs to the training team on the nature of partnerships, protocols agreed, service level agreements etc. to develop appropriate training content. Approve the content developed by subordinates in coordination with the Training team in order to ensure the development of requisite skills and understanding in reporting teams
  • Review Implementation of defined training plan
  • Build zones’ capability to operate at higher than standard productivity

 

Human capital management

  • Allocate manpower resources to different teams / zones. Approve training plans and negotiate availability with Axis Training team. Lead the rating and normalization discussion involving skip level subordinates based on inputs received from HR  in order to  ensure that the assigned teams are capable and motivated to achieve targets
  • Engage very closely with Head of Axis, HO Leadership team, Axis Leadership team on various matters
  • Mentor, counsel and guide the zonal teams.  
  • 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

Measures of Success

Business Plan: -

  1. WPC - Plan v/s Actuals
  2. Reduced Open Architecture share as agreed

3   Red Branches – As per Plan   

 

Activation plan: -

Seller Activation (%) -  Plan Vs Actual

 

Achieve Product Mix & Case Size Plan: - 1. Product Mix (By Value) - Plan Vs Actual

2. Case Size: Plan Vs actual

 

Persistency: -

15th month Persistency (%) - >82.5 (By Value)

 

Effective Management of Process: -

BOLD audit score

Total Leakage / Cancellations 

Compliance Score

 

Effective Management of People: -

1. Retention rate - 70%, (as per HR formula);  G2V2 retention - >90%. 

2.Employee Engagement Score improvement over last year

 

Effective Management of Customer: -

Complaints incidence rate (complaints per '000/

NOP issued YTD

 

Key Relationships (Internal /External)

Effective Management of People & Customer

Retain talent

 Handling Customer Complaints

 

Key competencies/skills required

Relationship, Leading people, Effective

Management of  Process

Desired qualification and experience: -

  • Master of Business Administration from a premier business school or equivalent.
  • 10 to 14 years of experience in intensive Distribution Operations, Channel Management, Prior experience in insurance essential.
  • Result Orientation, Working With & Through Others, Innovation, Customer Centricity, Technical Expertise, Managerial Expertise, Problem Solving & Decision Making, Business Acumen, Role Modeling Core Values, Strategic Planning & Execution.

Org Chart: - 

                    SVP & Business Head – South & West (Axis Partnership)

                         ↓

             Corporate Vice President & Zone Head

                        ↓

                     AVP & CRM

                        ↓         

  DCM/ CM/ AM

    ↓

  RA/ ASM