City Head - Private Burgundy Sourcing

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