City Head - Affluent Banking

Date: May 7, 2025

Location: Chandigarh, CH, IN

Company: maxlifeins

Job Description

Position

Senior City Head - Affluent Banking

Incumbent

 

Department

Axis

Function

Axis – Affluent

Reporting to

Regional Head - Affluent

Band

4B

Location

Chandigarh GO1

Team size (D/I)

5 – 10 DRs

JOB SUMMARY :-  

Manages a large cluster, collaborates with the objective to support and contribute to Axis bank strategy, achieve operations excellence, ensure systems are deployed and help build the channel WITHIN the company guidelines and the achieve business targets.

 
KEY RESPONSIBILITIES:-
  • Relationship Management with the Axis Circle Head, Circle Business Managers, Segment Heads and Branch Heads With the advent of cluster formation relationship management with the Branch  Heads in order to achieve business targets and builds a progressive partnership with the bank.

 

  • Provide inputs to the Regional Head and make plans for achievement in order to support and contribute to Axis Bank Strategy.

 

  • Driving Maxis 2020 agenda across branches and thereby ensuring E Sales &2020 process adherence

 

  • Periodic Analysis of the performance, Counsel and Mentor performance, Conduct Fortnightly PRPs with the RA and ASMs and Facilitate performance management.

 

  •  Co-create and implement recognition platforms in order to build a capable and motivated team in the AXIS Bank resources.

 

  • Liaise with training team and circle trainer, ensuring product training departed to all sellers including Axis Bank resources.

 

  • Daily updates in alignment with Axis Clusters of focused business parameters-Business Plan, Branch Seller Activation and persistency and thereby tracking the performance in all the vectors.

 

  • Ensuring Branch visits to the top branches, whose %ge achievement on budget is lower than the smaller branches, and come out with the strategy.

 

  • Deploy the BOLD system to own team 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.
  • Driving the Axis 2.0 Vision and ensuring the highest usage of LMS activity by the team.
  • 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

 

New Business Margin for the channel:

As per Plan

 

Persistency:-

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

 

E

Customer centricity and satisfaction:

Effective Management of  Customer

As per Plan

 

Key Relationships (Internal /External)

Effective Management of  People & Customer

Retain talent -- 70%, (as per HR formula)

 Handling Customer Complaints

 

Key competencies/skills required

Relationship, Leading people, Effective Management of  Process

Desired qualification and experience :-

  • Master of Business Administration or equivalent.
  • 5 to 7 years of experience in intensive Distribution, Channel Management, Prior experience in insurance essential.
  • Result Orientation, Customer Centricity, Technical Expertise, Managerial Expertise, Problem Solving, Role Modeling Core Values.

 

         

 

Job Description

Position

Senior City Head - Affluent Banking

Incumbent

 

Department

Axis

Function

Axis – Affluent

Reporting to

Regional Head - Affluent

Band

4B

Location

Chandigarh GO1

Team size (D/I)

5 – 10 DRs

JOB SUMMARY :-  

Manages a large cluster, collaborates with the objective to support and contribute to Axis bank strategy, achieve operations excellence, ensure systems are deployed and help build the channel WITHIN the company guidelines and the achieve business targets.

 
KEY RESPONSIBILITIES:-
  • Relationship Management with the Axis Circle Head, Circle Business Managers, Segment Heads and Branch Heads With the advent of cluster formation relationship management with the Branch  Heads in order to achieve business targets and builds a progressive partnership with the bank.

 

  • Provide inputs to the Regional Head and make plans for achievement in order to support and contribute to Axis Bank Strategy.

 

  • Driving Maxis 2020 agenda across branches and thereby ensuring E Sales &2020 process adherence

 

  • Periodic Analysis of the performance, Counsel and Mentor performance, Conduct Fortnightly PRPs with the RA and ASMs and Facilitate performance management.

 

  •  Co-create and implement recognition platforms in order to build a capable and motivated team in the AXIS Bank resources.

 

  • Liaise with training team and circle trainer, ensuring product training departed to all sellers including Axis Bank resources.

 

  • Daily updates in alignment with Axis Clusters of focused business parameters-Business Plan, Branch Seller Activation and persistency and thereby tracking the performance in all the vectors.

 

  • Ensuring Branch visits to the top branches, whose %ge achievement on budget is lower than the smaller branches, and come out with the strategy.

 

  • Deploy the BOLD system to own team 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.
  • Driving the Axis 2.0 Vision and ensuring the highest usage of LMS activity by the team.
  • 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

 

New Business Margin for the channel:

As per Plan

 

Persistency:-

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

 

E

Customer centricity and satisfaction:

Effective Management of  Customer

As per Plan

 

Key Relationships (Internal /External)

Effective Management of  People & Customer

Retain talent -- 70%, (as per HR formula)

 Handling Customer Complaints

 

Key competencies/skills required

Relationship, Leading people, Effective Management of  Process

Desired qualification and experience :-

  • Master of Business Administration or equivalent.
  • 5 to 7 years of experience in intensive Distribution, Channel Management, Prior experience in insurance essential.
  • Result Orientation, Customer Centricity, Technical Expertise, Managerial Expertise, Problem Solving, Role Modeling Core Values.