Assistant Manager - MIS

Date: Jul 23, 2025

Location: MUMBAI, MH, IN

Company: maxlifeins

The Assistant Manager – MIS will be responsible for managing end-to-end performance reporting, campaign tracking, and business analytics for Axis Max Life's Affluent Channel in partnership with Axis Bank. This role is crucial in delivering timely, accurate, and actionable insights to support sales performance, channel productivity, business planning, and stakeholder reviews. The role demands a sharp analytical mindset, deep understanding of bancassurance metrics, and strong coordination with multiple stakeholders across sales, marketing, product, underwriting, and partner teams.

Key Responsibilities

  • Performance Reporting
    Develop, maintain, and publish regular performance reports covering topline metrics, RM activation, campaign effectiveness, OA share, case size, and SP productivity across all affluent segments (Burgundy, Burgundy Private, NRI, Priority).
  • Campaign MIS Ownership
    Own the end-to-end MIS for key business campaigns (e.g., MDRT & other contests, Lead Propensity Drives), including data extraction, leaderboard updates, qualifier tracking, and incentive payout files.
  • Partner Stakeholder Management
    Liaise with Axis Bank’s TPP and segment MIS teams to align on formats, data validations, and business reporting. Support field teams and Regional heads with business intelligence for their regional discussions.
  • Automation & Efficiency
    Automate recurring MIS tasks using advanced Excel VBA, Power Query, SQL, or Power BI to reduce turnaround time and improve accuracy.
  • Ad-hoc Business Insights
    Support program lead and business heads with deep-dive insights on performance trends, channel diagnostics, RM cohort behavior, and product-specific penetration analysis.
  • Governance & Review Readiness
    Prepare data for slides and dashboards for weekly/monthly governance reviews, NRH connects, partner MBRs, and HO strategy discussions .
  • Compliance & Data Hygiene
    Ensure MIS processes adhere to compliance norms and audit readiness, with clean documentation of data sources and logic versions.