City Head - Affluent Banking
Location
Ludhiana | India
Job description
Key Responsibility Areas:
- Formulating strategic plans and drive the affluent- Private Burgundy segment business, leveraging and implementing business directions along with Axis Bank and Private Bankers in line with organizational objectives. Handling sales targets & taking sales initiatives to achieve business goals.
- Relationship Management with the Axis Market Head & Private Bankers. Drive the sales through UHNI customers and premium segment.
- Overseeing complete business operations for City/State, forecasting monthly/ annual business targets, & executing them in a given time frame. Providing a growth-driven environment
- Periodic and Daily updates in alignment with Axis Private Burgundy team, meet business Plan, drive growth, ensuring activation and persistency and thereby tracking the performance in all vectors and thereby ensuring traction
- Training
- Customer Focus
- Self Development
Measure of Success:
- Business Plan:-
Adj MFYP (Rs.) - Plan v/s Actuals - Activation plan:-
Seller Activation (%) - Plan Vs Actual - Achieve Product Mix & Case Size Plan:-
Case Size : Plan Vs actual
Product Mix Plan vs Actual - Persistency:-
15th month Persistency (%) - 82.5 (By Value) - Joint Calls /Effective Management of Process:-
Desired qualifications and experience:
- Master of Business Administration from a premier business school or equivalent.
- 8 to 10 years of experience in Distribution Operations, Wealth HNI and Affluent Channel Management, Prior experience in insurance essential.
- Result Orientation, Working With & Through Others, Innovation, Customer Centricity, Technical Expertise, Problem Solving & Decision Making, Business Acumen, Role Modeling Core Values, Strategic
Key Responsibility Areas:
- Formulating strategic plans and drive the affluent- Private Burgundy segment business, leveraging and implementing business directions along with Axis Bank and Private Bankers in line with organizational objectives. Handling sales targets & taking sales initiatives to achieve business goals.
- Relationship Management with the Axis Market Head & Private Bankers. Drive the sales through UHNI customers and premium segment.
- Overseeing complete business operations for City/State, forecasting monthly/ annual business targets, & executing them in a given time frame. Providing a growth-driven environment
- Periodic and Daily updates in alignment with Axis Private Burgundy team, meet business Plan, drive growth, ensuring activation and persistency and thereby tracking the performance in all vectors and thereby ensuring traction
- Training
- Customer Focus
- Self Development
Measure of Success:
- Business Plan:-
Adj MFYP (Rs.) - Plan v/s Actuals - Activation plan:-
Seller Activation (%) - Plan Vs Actual - Achieve Product Mix & Case Size Plan:-
Case Size : Plan Vs actual
Product Mix Plan vs Actual - Persistency:-
15th month Persistency (%) - 82.5 (By Value) - Joint Calls /Effective Management of Process:-
Desired qualifications and experience:
- Master of Business Administration from a premier business school or equivalent.
- 8 to 10 years of experience in Distribution Operations, Wealth HNI and Affluent Channel Management, Prior experience in insurance essential.
- Result Orientation, Working With & Through Others, Innovation, Customer Centricity, Technical Expertise, Problem Solving & Decision Making, Business Acumen, Role Modeling Core Values, Strategic
Job tags
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