JOB DESCRIPTION Role Title Key Account Manager, AVP Proposed Band 3 Reports To KAM, VP Company Axis Max Life insurance Function/ Department CABR Date (JD written on) 5 Jun 2026 1. JOB PURPOSE (Summarize in one statement why the job exists; and how it contributes to the overall objective of the company) The Key Account Manager - AVP, Broking Channel will own growth, activation, retention, and engagement of assigned broker relationships, with accountability for premium delivery, productivity improvement, and strategic partner development. Responsibilities also include driving stakeholder alignment, conducting business reviews, delivering executive reporting, and expanding revenue through cross-sell and up-sell initiatives. 2.
PRINCIPAL ACCOUNTABILITIES (Accountabilities associated with the job) - - - - - - - - - - - - - Manage a defined portfolio of key broking partners and drive new business, renewal, persistency support, and partner activation across targeted product lines. Build strong working relationships with broker principals, sales leaders, and branch teams to increase counter share and improve business mix. Prepare joint business plans with partners, including partner segmentation, target-setting, productivity goals, and monthly review governance. Conduct structured business reviews and track partner performance through weekly, monthly, and quarterly reporting on premium, issuance, pipeline, activation, and revenue outcomes.
Identify growth opportunities through contests, activation campaigns, training interventions, and local market initiatives to improve partner productivity. Drive cross-sell and up-sell opportunities across the assigned broker portfolio and collaborate with internal teams to launch focused growth initiatives. Coordinate with sales operations, underwriting, product, training, and service teams to resolve partner issues and deliver superior turnaround and service experience. Ensure compliance with internal governance, regulatory requirements, and partner onboarding or payout processes relevant to the broking channel.
Support senior leadership with market intelligence, competitive updates, and actionable recommendations for improving share of business within strategic broker accounts. Ensure suitability-driven sales positioning across participating, non-par, annuity, term, and other approved solutions as relevant to the target segment Build partner-specific sales narratives, case studies, need-based pitches, and client conversation frameworks for advisers Provide market feedback to product and underwriting teams on HNI client expectations, ticket sizes, medical requirements, and service gaps Ensure strong controls around quality of advice, sales suitability, documentation, AML/KYC coordination, and partner conduct INTERNAL 1 3. Candidate Profile The role suits a high-ownership relationship manager with strong commercial acumen, disciplined review capability, and experience managing institutional or intermediary-led insurance business. Candidates with prior insurance broking experience, account portfolio management exposure, and the ability to create value for clients through structured stakeholder engagement are prioritized - - - - - 8-12 years of experience in life insurance, insurance broking, partnership distribution, or key account management, with meaningful exposure to broker relationships.
Proven track record of delivering business targets through partner-led distribution and managing large or strategic accounts. Experience in portfolio management, partner activation, business planning, and review mechanisms. Strong understanding of life insurance products, sales processes, underwriting coordination, issuance, and distributor economics. Ability to engage senior stakeholders and present business updates through concise executive reviews, a recurring requirement in comparable AVP account-management roles.
4. Education - - MBA / PGDM from a reputed institution preferred Graduation in business, finance, economics, or related discipline 5. Stakeholders (Highlight key relations to be managed by the job holder in performing his/ her role) Internal: Senior Leadership Team Sales Team Cross-functional Team (FPNA, Finance, HR, IT, Marketing) External: • Partner Leadership 6. DIMENSIONS (Key numerical data which will reflect the scope and scale of activities concerning this job) Financial Dimensions (FY) (These should be quantifiable numerical amounts) Revenue Responsibility: Direct INTERNAL 2
