City Head - Affluent Banking

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Date: Nov 15, 2024

Location: Agra, UP, IN

Company: maxlifeins

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:-