Max Life Insurance - Vice President - Strategic Initiatives

Key Responsibilities :

Drive Strategic Initiatives / Projects / High impact programs across Banca & PD

- Work closely with Channel leaders and partners on identification and implementation of New Initiatives / Projects planned in FY 22/projects under OA

- Explore Cross sell opportunities for Peerless and UCB at specific customer touchpoints across the customer lifecycle e.g. Maturity, Post renewal payment, life events etc.

- Structured reviews to be planned with Channel head and leaders

- Timely reporting, monitoring and analysis for actions and expected outcomes

- Participate in critical forums such as Vishwaas, Customer Council etc on behalf of Banca and drive actions accordingly

Operational excellence : 

- Drive Persistency, GIR, E2R, CDR, insta COI, insta FR for YBK and relevany channels

Drive Digital initiatives across Channels and Partners: 

- Enhancements in system to be identified and taken up with IT

- Timely implementation & adoption of key digital assets (mPro, mPower, One CRM etc.)

- CRM enhancements across channels including CRM integration with Yes bank

- End to end Sales management leveraging OneCRM

- Liaison with bank/partner for new digital enhancements

- Jointly create proposals for integration journeys with the partner (new business, renewals, servicing) on website, Net Banking and mobile banking.

- Ensuring timely resolution to all digital asks from partners and internal prioritization to deliver in time

Partner Relationship management : 

- Work closely with Business and partners on identification and implementation of New Initiatives / Projects planned in FY 21

- Liaison with respective functions for specific asks and drive delivery

- Ensure timely closure and updation

- Manage partner expectations with reference to the channel

- Hold responsibility of Monthly FWG with bank and other critical forums like customer council

- Participate in critical forums such as Vishwaas, Customer Council etc on behalf of Banca and drive actions accordingly

Measures of Success : 

- Sales upside from new initiatives as baked into plan

- Achievement of department goals on customer measures

- Successful and timely launch of initiatives / projects/ High impact programs as per plan.

- Drive Persistency, GIR, E2R, CDR, insta COI, insta FR for YBK and relevany channels as per given targets

- Track key enhancements to delivery

- Structured launch, adoption & benefit tracking process for new enhancements

- Achievement of digital adoption targets across channels