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JOB DESCRIPTION
A Position Overview
Position Title
Circle Head - Axis Bank Branch Banking
Department
Axis Bank -Branch Banking
Level/ Band
Assistant Manager
Role Summary: Provide support in Sales of Life Insurance business through bank customers at Bank Branches across assigned locations
B Organizational Relationships
Reports To
State Head
Supervises
NA
C Job Dimensions
Geographic Area Covered
Branches / Cluster
Internal Stakeholders
Training
Branch Operations
Distribution Operations
External
Channel Partner
D Key Result Areas
Organization Process
Key Contributions
Sales
- . Drive wallet Share in the allocated Bank Branches with focus product mix.
- . Achieve pre-set business targets on ANP, case count, active branch, active sales staff and various KPIs for designated branches
- . Working jointly with the Branch Manager & Bank specified persons on Business Implementation plan
- . Driving and motivating the branch staff along with Bank RM and providing support for logging in applications sourced
- . Tapping the right database of the branch and ensure authentic documentation
- . Build relationship with the Bank Sales/ operations team and ensure the business targets and Productivity targets of the allocated branches are met effectively
- . Prospect and meet customers within and outside the Branch as when required
- . To develop, agree and implement short term and long term plans to achieve sales targets
- . To achieve branch RM activation targets
- . Work collectively with Bank Sales / operations team and conduct joint sales calls as a team to achieve business nos.
- . Seek commitment from the partner towards achievement of business objective
Relationship Management
- . Managing the relationship between internal team and channel partner so as to
Foster sales for the company and maintain utmost levels of responsiveness to requirements from the Channel Partner
- . Provide all possible support to the channel partner as a face of parent company
- . Effectively execute all Marketing activities as per Partners requirement
- Ensuring timely issuance of policies with resolving all pending etc.
- Adhere to the customer touch-point engagement in order to service his portfolio of customers
- To maintain the desired persistency ratio
- Prompt post-sales service with respect to all domains
- Strategize and interact closely with the RM on business plan execution
Ensure Compliance
- Ensure compliance to internal sales process & other compliance standards
- Should be process & product champion to ensures adherence to policies and procedures to cultivate a compliance culture in the team
MIS
- Adhering to the Training Road map.
- Providing timely reports to the Supervisor as per the requirement.
- Adhering to the TALIC code of conduct.
E Skills Required
Technical
- Product/Subject matter expertise
- Business perspective & planning
- Finance / Insurance industry awareness
- Self management
- Problem solving skills
- Peer level co-ordination and influencing skills
Behavioral
Essential
Desired
Interpersonal skills
Communication skills
Creative thinking skills
Supervising/Leadership skills
Teamwork Skills
Influencing skills
Relationship Building skills
Decision making skills
Language Skills
English, Local language
F Incumbent Characteristics
Essential
Desired
Qualification
Graduate
Post Graduate
Experience
5-8 years in Sales (Insurance / Financial Service Background)
Skills: Sales, Insurance, Communication Skills, Business Planning, Relationship Management, Teamwork Skills, Decision Making Skills, Finance, Marketing
Experience: 5.00-8.00 Years
