Zone Vice President - CAT - Loyalty

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Date: Aug 11, 2025

Location: Mumbai, MH, IN

Company: maxlifeins

Job Description

Job Title

Zone Vice President - CAT - Loyalty.

Location

 

Department

Direct Sales Force

Function

CAT - Loyalty.

Reporting to

Senior Vice President & Head - CAT - Loyalty.

Band

3A

 

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

Develop a long term vision for the zone 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 Zone 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 zone depending on market realities and zone maturity and capability (covering both channel and internal organization requirements).
  • Define priorities for the zone and lead the development of plans to minimize deviation from strategic goals.
  • Continuously monitor actual performance against agreed plans in order to ensure that Zone 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

 

  • Customer Centricity
  • Support field operations staff to resolve issues and smoothen interface

between Distribution and Sales in the region to ensure that both teams work

jointly to maximize customer satisfaction.

  • Monitor service delivery of the zone as per standards

 

  • Human capital management
  • Mentor, counsel and guide the zonal 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 15 years with at least 5 years in a leadership role
  • Must be a TM 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