The role involves managing the Axis Bank partnership by driving strategic projects and fostering business growth. It includes relationship management with key stakeholders, developing new distribution channels, and leveraging data analytics for business intelligence. The incumbent will collaborate with internal teams and stakeholders to design and execute initiatives aimed at enhancing distribution models and improving business outcomes.
Job Summary
Strategic Initiatives: Drive key initiatives to enhance the quality of our sales team's communication with partners and customers.
Digital Tools & Capability Sessions: Leverage digital tools, capability sessions, and process improvements to ensure we are the first choice for our partners and customers.
Relationship Management: Manage relationships with key stakeholders at Axis Bank's circle/region office, acting as the nodal point for strategic decisions and planning periodic interventions for the life insurance business.
Channel Innovation & Delivery: Undertake key projects focused on channel innovation and delivery strategies.
Business Intelligence Support: Build business intelligence through ongoing analytics and environment scans.
Key Responsibilities
Execution Excellence
Ensure adherence to defined sales choreography across the hierarchy.
Conduct joint reviews with field sales leadership on mSMART benchmark adherence.
Build and implement governance rhythms with central office stakeholders across segments.
Conduct sessions with RA and CM teams to drive awareness and adoption.
Execute central strategic initiatives in collaboration with field leadership.
Drive channel objectives across key priority areas (Protection, Riders, Annuity, etc.).
Manage change across new processes and management objectives.
Employee Success
Execute learning interventions for RAs and CMs.
Collaborate with the Training Team to ensure the RA M1-M6 learning journey for new RAs.
Facilitate CATALYST programs for supervisors.
Drive incentive planning activities through the SAMPAN CALCULATOR for RAs.
Relationship Management
Act as the nodal point of contact for business relationship management and ongoing support with central and vertical teams.
Implement governance rhythms with central office stakeholders across segments.
Create dashboards and intelligence to highlight business performance and improvement areas.
Prepare periodic presentations on business progress with insights on improvement opportunities.
Build business intelligence through analytics and environment scans.
Enable sustained initiatives and short-term tactical interventions for business growth.
Resolve business partner queries within stipulated timeframes.
Channel Enablement & Strategic Initiatives
Prepare review and field presentations.
Manage KRAs for business partners.
Drive and implement new initiatives in collaboration with the Circle / Region Head.
Key skills required
Analytical Skills: Ability to analyse complex data.
Technical Proficiency: Proficient in using BI tools like Power BI and knowledgeable in Macros.
Project Management: Skilled in planning and executing projects.
Communication: Effective in conveying insights.
Strategic Thinking: Capable of aligning data strategies with organizational goals.
Problem-Solving: Adept at addressing data challenges.
Compliance Knowledge: Ensures data security and compliance.
Key Relationships Management (Internal /External)
External: Bank team
Internal: Cross-functional teams
Job Specification
Education: Management postgraduate from a Tier 1 B-School.
Experience: 3-4 years, preferably in strategy development or sales execution.
Skills & Competencies:
Proven ability to translate strategy into actionable plans, programs, and cultural initiatives.
Highly analytical with proficiency in handling complex data sets.
Strong understanding of financial forecasting and modelling with multiple assumptions/variables.
Ability to play a 'challenger' role while maintaining independence and supporting channel strategies.
Excellent communication skills, capable of connecting and inspiring colleagues at all organizational levels.
Sharp prioritization and delegation skills, adept at managing multiple priorities.
