Job Description

KEY RESPONSIBILITIES:-

• Relationship Management with the Axis Circle Head, Wealth and affluent Head, Burgundy team, Circle Business Managers. Drive the sales through HNI customers and premium segment.

• Overseeing complete affluent business operations for Zone, forecasting monthly/ annual business targets, & executing them in a given time frame. Providing a growth-driven environment to the.

• Responsible for assigning the targets and organizing joint monthly PRP with the DRs and thereby ensuring skip level review. Recruit, train and Supervise executives to achieve the agreed business targets and insurance sales in the defined geography and building a progressive partnership with the bank

• Periodic and Daily updates in alignment with Axis Burgundy and Affluent team, ensuring meet business Plan, drive the wealth and affluent 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 zone, ensuring minimum compliance issues and retain talents.
• Implement the BOLD system 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.

• Deploy and monitor implementation specifically Bank staff contests/R&R in order to accelerate revenue generation with the Channel.

Measures of Success

Business Plan:-

1. Adj MFYP (Rs.) - Plan v/s Actuals

2. Activation plan:-

Seller Activation (%) - Plan Vs Actual

Achieve Product Mix & Case Size Plan:-

1Case Size : Plan Vs actual

Product Mix Plan vs Actual

Persistency:-

15th month Persistency (%) -
82.5 (By Value)

Joint Calls /Effective Management of Process:-

Unit -Joint Calls: Plan Vs Actual

BOLD audit score

Effective Management of People & Customer:

Retain talent 70%, G2M2 retention
85%, Kenexa Score and improvement over last year

Key competencies/skills required

Relationship, Leading people, Effective Management of Process

KEY RESPONSIBILITIES:-

• Relationship Management with the Axis Circle Head, Wealth and affluent Head, Burgundy team, Circle Business Managers. Drive the sales through HNI customers and premium segment.

• Overseeing complete affluent business operations for Zone, forecasting monthly/ annual business targets, & executing them in a given time frame. Providing a growth-driven environment to the.

• Responsible for assigning the targets and organizing joint monthly PRP with the DRs and thereby ensuring skip level review. Recruit, train and Supervise executives to achieve the agreed business targets and insurance sales in the defined geography and building a progressive partnership with the bank

• Periodic and Daily updates in alignment with Axis Burgundy and Affluent team, ensuring meet business Plan, drive the wealth and affluent 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 zone, ensuring minimum compliance issues and retain talents.
• Implement the BOLD system 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.

• Deploy and monitor implementation specifically Bank staff contests/R&R in order to accelerate revenue generation with the Channel.

Measures of Success

Business Plan:-

1. Adj MFYP (Rs.) - Plan v/s Actuals

2. Activation plan:-

Seller Activation (%) - Plan Vs Actual

Achieve Product Mix & Case Size Plan:-

1Case Size : Plan Vs actual

Product Mix Plan vs Actual

Persistency:-

15th month Persistency (%) -
82.5 (By Value)

Joint Calls /Effective Management of Process:-

Unit -Joint Calls: Plan Vs Actual

BOLD audit score

Effective Management of People & Customer:

Retain talent 70%, G2M2 retention
85%, Kenexa Score and improvement over last year

Key competencies/skills required

Relationship, Leading people, Effective Management of Process

Max Life Insurance