City Head Private Burgundy Sourcing

Year    Lucknow, Uttar Pradesh, India

Job Description


Business Leadership & Strategy

  • Drive life insurance business for Burgundy Private channel across assigned geography, aligned with Axis Bank's private banking strategy and Axis Max Life's goals.
  • Define and execute Circle level business plans (Premium, Activation, Case Size, Product Mix, Market Share).
  • Identify segment-specific growth levers including annuity, retirement, and legacy solutions for UHNI clients.
Stakeholder Engagement
  • Build strategic relationships with Axis Bank's Private Bankers, Managing Partners, and key leadership across branches.
  • Lead joint engagement models to drive activation and conversions.
Sales Governance & Execution
  • Track daily/monthly KPIs: Seller activation, lead conversion (LCR), persistency, and productivity metrics.
  • Monitor adherence to activation rhythm, performance cadence, and campaigns.
xc2xb7 Premium Delivery and Market Share: Plan vs Actual
xc2xb7 Activation Rate: % of Active Sellers (Plan vs Actual)
xc2xb7 Productivity: Avg. Case Size, Case Rate, and Premium per Active
xc2xb7 Product Mix Achievement: ULIP, Annuity, Non-PAR contribution(including Protection)
xc2xb7 Persistency: 13th month Actuarial & 15th Month persistency
xc2xb7 Sales Governance: Cadence adherence, Lead Funnel tracking
xc2xb7 Campaign Performance: Success rate of sellers in the launched campaigns

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Job Detail

  • Job Id
    JD3735265
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Lucknow, Uttar Pradesh, India
  • Education
    Not mentioned
  • Experience
    Year