City Head - CBG

Date: Sep 29, 2025

Location: New Delhi, DL, IN

Company: maxlifeins

Key Responsibility Areas:

· Relationship Management with the CBG Circle Head, CSM

,Centre Heads, SRMs & RMs. Drive the sales through SME

Segment .

· Overseeing complete CBG business operations for City/State,

forecasting monthly/ annual business targets, & executing them

in a given time frame. Providing a growth-driven environment.

Responsible for assigning the targets and organizing joint

monthly PRP with the DRs. Recruit, train and Supervise

executives to achieve the agreed business targets and insurance

sales in the defined circle(s) and building a progressive

partnership with the bank

· Periodic and Daily updates in alignment with CBG Team,

ensuring meet business Plan, drive the relationship managers,

ensuring activation and persistency and thereby tracking the

performance in all the vectors and thereby do a traction

analysis.

· Driving the People agenda by leading the team and ensuring

higher engagement of the key talents of the City/State, ensuring

minimum compliance issues and retain talents.

 

· Deploy and monitor implementation specifically Bank staff

contests/R&R in order to accelerate revenue generation with

the Channel

Measure of Success: Adj MFYP (Rs.) - Plan v/s Actuals Activation plan:- Seller Activation (%) - Plan Vs Actual Business Insurance (%) - Plan Vs Actual Persistency:- 15th month Persistency (%) - >82.5 (By Value) Joint Calls /Effective Management of Process:- Unit -Joint Calls: Plan Vs Actual Effective Management of People & Customer: Retain talent 70%, G2M2 retention >85%, Annual Engagement Score and improvement over last year

Desired qualifications and experience:

Relationship, Leading people, Effective Management of Process

Desired qualification and experience:-

· Master of Business Administration from a premier business school or equivalent.

· 8 to 12 years of experience in Distribution Operations, Wealth HNI and 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 &

Key Responsibility Areas:

· Relationship Management with the CBG Circle Head, CSM

,Centre Heads, SRMs & RMs. Drive the sales through SME

Segment .

· Overseeing complete CBG business operations for City/State,

forecasting monthly/ annual business targets, & executing them

in a given time frame. Providing a growth-driven environment.

Responsible for assigning the targets and organizing joint

monthly PRP with the DRs. Recruit, train and Supervise

executives to achieve the agreed business targets and insurance

sales in the defined circle(s) and building a progressive

partnership with the bank

· Periodic and Daily updates in alignment with CBG Team,

ensuring meet business Plan, drive the relationship managers,

ensuring activation and persistency and thereby tracking the

performance in all the vectors and thereby do a traction

analysis.

· Driving the People agenda by leading the team and ensuring

higher engagement of the key talents of the City/State, ensuring

minimum compliance issues and retain talents.

 

· Deploy and monitor implementation specifically Bank staff

contests/R&R in order to accelerate revenue generation with

the Channel

Measure of Success: Adj MFYP (Rs.) - Plan v/s Actuals Activation plan:- Seller Activation (%) - Plan Vs Actual Business Insurance (%) - Plan Vs Actual Persistency:- 15th month Persistency (%) - >82.5 (By Value) Joint Calls /Effective Management of Process:- Unit -Joint Calls: Plan Vs Actual Effective Management of People & Customer: Retain talent 70%, G2M2 retention >85%, Annual Engagement Score and improvement over last year

Desired qualifications and experience:

Relationship, Leading people, Effective Management of Process

Desired qualification and experience:-

· Master of Business Administration from a premier business school or equivalent.

· 8 to 12 years of experience in Distribution Operations, Wealth HNI and 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 &