Senior Area Manager & Circle Head

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Date: Sep 30, 2025

Location: Shimoga, KA, IN

Company: maxlifeins

Job Description

Position

Sr Area Manager & Circle Head

Incumbent

Name

Department

Axis

Function

Axis Sales

Reporting to

Zone Relationship Head & VP

Band

4 B

Location

XYZ

Team size (D/I)

6 DRs – 50 to 60 FLS

JOB SUMMARY :-  

Manages a large Circle and Oversee manpower deployment, collaborates with Marketing to create specific modules and products customized to relationship requirements with the objective to support and contribute to Axis bank strategy, achieve operations excellence, ensure systems are deployed and help build the channel WITHIN the company guidelines and the business module of Axis Bank

 

KEY RESPONSIBILITIES:-

  • Relationship Management with the Axis Circle Head, Circle Business Managers. With the advent of cluster formation relationship management with the Clusters Heads in order to achieve business targets and builds a progressive partnership with the bank.
  • Provide inputs on departmental goals to the ZVP 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 and Facilitate performance management, rating and normalization of ratings for Skip Levels, co-create and implement recognition platforms in order to build a capable and motivated team in the AXIS Bank resources.
  • Liaise with training team and circle trainer for creating specific modules customized to relationship requirements. Facilitate content development, training and understanding of customized products. Ensuring product training departed to all sellers including Axis Bank resources.
  • Daily updates in alignment with Axis Clusters of focused business parameters-Business Plan, Branch Seller Activation and persistency and thereby tracking the performance in all the vectors.
  • Ensuring Branch visits to the top branches, whose %ge achievement on budget is lower than the smaller branches, and come out with the strategy.

 

  • Develop joint scorecard / calendar of initiatives with AXIS Bank. Establish protocol for formal contact and issue resolution involving Senior personnel as required. Deploy the BOLD system to own team and ensure that the system requirements are met in order to ensure that the relationship is productive and mutually beneficial and compliant with all regulatory requirements
  • Analyze the market scenario and thereby ensuring data mining on competition,  Propose changes  to the Marketing team based on the relationships.

 

Measures of Success

Business Plan:-

 

1.  Adj MFYP (Rs.) - Plan v/s Actuals

2. Red Branches: As per Grid

Activation plan:-

Seller Activation (%) -  Plan Vs Actual

 

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   (By Value)

 

Effective Management of  Process:-

BOLD audit score

Total Leakage / Cancellations - G2 <5%  

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.No of escalations received from Axis Circle Office - MOS G3 = 3 per year                                                  

Key Relationships (Internal /External)

Effective Management of  People & Customer

Retain talent

 Handling Customer Complaints

 

Key competencies/skills required

Relationship, Leading people, Effective Management of  Process

Desired qualification and experience:-

  • Master of Business Administration or equivalent.
  • 6 to 9 years of experience in intensive Distribution Operations, 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 & Execution

Org Chart:-      NRH

                               ↓

                            ZVP

                              ↓

                     CRM & AVP

                             ↓         

                 DCM/ CM/ ARM

        ↓

  RA/ ASM

Job Description

Position

Sr Area Manager & Circle Head

Incumbent

Name

Department

Axis

Function

Axis Sales

Reporting to

Zone Relationship Head & VP

Band

4 B

Location

XYZ

Team size (D/I)

6 DRs – 50 to 60 FLS

JOB SUMMARY :-  

Manages a large Circle and Oversee manpower deployment, collaborates with Marketing to create specific modules and products customized to relationship requirements with the objective to support and contribute to Axis bank strategy, achieve operations excellence, ensure systems are deployed and help build the channel WITHIN the company guidelines and the business module of Axis Bank

 

KEY RESPONSIBILITIES:-

  • Relationship Management with the Axis Circle Head, Circle Business Managers. With the advent of cluster formation relationship management with the Clusters Heads in order to achieve business targets and builds a progressive partnership with the bank.
  • Provide inputs on departmental goals to the ZVP 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 and Facilitate performance management, rating and normalization of ratings for Skip Levels, co-create and implement recognition platforms in order to build a capable and motivated team in the AXIS Bank resources.
  • Liaise with training team and circle trainer for creating specific modules customized to relationship requirements. Facilitate content development, training and understanding of customized products. Ensuring product training departed to all sellers including Axis Bank resources.
  • Daily updates in alignment with Axis Clusters of focused business parameters-Business Plan, Branch Seller Activation and persistency and thereby tracking the performance in all the vectors.
  • Ensuring Branch visits to the top branches, whose %ge achievement on budget is lower than the smaller branches, and come out with the strategy.

 

  • Develop joint scorecard / calendar of initiatives with AXIS Bank. Establish protocol for formal contact and issue resolution involving Senior personnel as required. Deploy the BOLD system to own team and ensure that the system requirements are met in order to ensure that the relationship is productive and mutually beneficial and compliant with all regulatory requirements
  • Analyze the market scenario and thereby ensuring data mining on competition,  Propose changes  to the Marketing team based on the relationships.

 

Measures of Success

Business Plan:-

 

1.  Adj MFYP (Rs.) - Plan v/s Actuals

2. Red Branches: As per Grid

Activation plan:-

Seller Activation (%) -  Plan Vs Actual

 

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   (By Value)

 

Effective Management of  Process:-

BOLD audit score

Total Leakage / Cancellations - G2 <5%  

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.No of escalations received from Axis Circle Office - MOS G3 = 3 per year                                                  

Key Relationships (Internal /External)

Effective Management of  People & Customer

Retain talent

 Handling Customer Complaints

 

Key competencies/skills required

Relationship, Leading people, Effective Management of  Process

Desired qualification and experience:-

  • Master of Business Administration or equivalent.
  • 6 to 9 years of experience in intensive Distribution Operations, 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 & Execution

Org Chart:-      NRH

                               ↓

                            ZVP

                              ↓

                     CRM & AVP

                             ↓         

                 DCM/ CM/ ARM

        ↓

  RA/ ASM