Senior Area Manager - Bancassurance

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Date: Jun 4, 2025

Location: Lucknow, UP, IN

Company: maxlifeins

 
  • Relationship Management with the Axis Circle Head, Circle Business Managers, Segment Heads and Branch Heads With the advent of cluster formation relationship management with the Branch  Heads in order to achieve business targets and builds a progressive partnership with the bank.

 

  • Provide inputs to the CRM and make plans for achievement in order to support and contribute to Axis Bank Strategy.

 

  • Periodic Analysis of the performance, Counsel and Mentor performance, Conduct Fortnightly PRPs with the RA and ASMs and Facilitate performance management.

Measures of Success:

 

Business Plan:-

Adj MFYP (Rs.) - Plan v/s Actuals

 

Activation plan:-

Seller Activation (%) -  Plan Vs Actual

 

Red Branches:

Turnaround of Red Branches as per Plan

 

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   and as per plan

 

Retain Talent:

1. Retention rate - 70%, (as per HR formula) ; G2M2 retention - >85%.                                            

 2. Kenexa Score improvement over last year

 

Effective Management of Customer:

1 Complaints incidence rate (complaints per '000/ NOP issued YTD

2.Total Leakage / Cancellations percentage

 

Key Relationships (Internal /External)

Effective Management of  People & Customer

Retain talent -- 70%, (as per HR formula)

Handling Customer Complaints