Job Description

Position

Regional Head Bharat Bank & MAB Segment

Incumbent

Name

Department

Axis

Function

Alternate Channel

Reporting to

Head Bharat Bank & MAB Segment

Band

4B

Location

Team size (D/I)

5-6 DRs

JOB SUMMARY :-

Drive Bharat Bank segment business in coordination with Axis Regional Head Bharat Bank & MAB Segments formulating regional business strategies leveraging and Implementing business directions along with Bharat Bank & MAB leadership in line with organizational objectives and driving sales through team of Relationship managers. Handling sales targets & taking sales initiatives to achieve business goals. Leveraging existing Max life team of Circle Heads Cluster Managers and RA strength of MLI and influencing to win the mindshare across MLI regional leadership hierarchy

KEY RESPONSIBILITIES:-

• Relationship Management with the Axis Bharat Bank & MAB Regional Leaders. Drive the sales through Bharat Bank & MAB Customers

• Overseeing complete Bharat Bank & MAB business operations for the Region forecasting monthly/ annual business targets & executing them in a given time frame. Providing a growth-driven environment to the team.

• Responsible for assigning the targets and organizing joint monthly PRP with the DRs. 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 Bharat Bank MAB and MLI team ensuring meet business Plan drive the Bharat Bank & MAB 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:-

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

Activation plan:-

Seller Activation (%) - Plan Vs Actual

Product Mix

Product Mix : Plan Vs actual

Persistency:-

15th month Persistency (%) - >85% (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

Desired qualification and experience:-

• Master of Business Administration from a premier business school or equivalent.

• 8 to 12 years of experience in 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:-Executive Vice President - National Relationship Head - Axis Bank Relationship

SVP & Head Alternate Channel

Head Bharat Bank & MAB Segment

Regional Head- Bharat Bank & MAB Segment

Relationship Manager Bharat Bank & MAB Segment

Job Description

Position

Regional Head Bharat Bank & MAB Segment

Incumbent

Name

Department

Axis

Function

Alternate Channel

Reporting to

Head Bharat Bank & MAB Segment

Band

4B

Location

Team size (D/I)

5-6 DRs

JOB SUMMARY :-

Drive Bharat Bank segment business in coordination with Axis Regional Head Bharat Bank & MAB Segments formulating regional business strategies leveraging and Implementing business directions along with Bharat Bank & MAB leadership in line with organizational objectives and driving sales through team of Relationship managers. Handling sales targets & taking sales initiatives to achieve business goals. Leveraging existing Max life team of Circle Heads Cluster Managers and RA strength of MLI and influencing to win the mindshare across MLI regional leadership hierarchy

KEY RESPONSIBILITIES:-

• Relationship Management with the Axis Bharat Bank & MAB Regional Leaders. Drive the sales through Bharat Bank & MAB Customers

• Overseeing complete Bharat Bank & MAB business operations for the Region forecasting monthly/ annual business targets & executing them in a given time frame. Providing a growth-driven environment to the team.

• Responsible for assigning the targets and organizing joint monthly PRP with the DRs. 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 Bharat Bank MAB and MLI team ensuring meet business Plan drive the Bharat Bank & MAB 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:-

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

Activation plan:-

Seller Activation (%) - Plan Vs Actual

Product Mix

Product Mix : Plan Vs actual

Persistency:-

15th month Persistency (%) - >85% (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

Desired qualification and experience:-

• Master of Business Administration from a premier business school or equivalent.

• 8 to 12 years of experience in 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:-Executive Vice President - National Relationship Head - Axis Bank Relationship

SVP & Head Alternate Channel

Head Bharat Bank & MAB Segment

Regional Head- Bharat Bank & MAB Segment

Relationship Manager Bharat Bank & MAB Segment