Relationship Management with the Axis CBG Head. Drive the sales through CBG customers
Overseeing complete CBG business operations for the Region, forecasting monthly/ annual business targets, & executing them in a given time frame. Providing a growth-driven environment to the team.
Responsible for assigning the targets and organizing joint monthly PRP with the DRs and thereby ensuring skip level review. Recruit, train and Supervise executives to achieve the agreed business targets and insurance sales in the defined geography and building a progressive partnership with the bank
Periodic and Daily updates in alignment with Axis CBG and MLI team, ensuring meet business Plan, drive the wealth and affluent managers , ensuring activation and persistency and thereby tracking the performance in all the vectors and thereby do a traction analysis
Driving the people agenda by leading the team and ensuring higher engagement of the key talents of the zone, ensuring minimum compliance issues and retain talents
Implement the BOLD system 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.
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
Product Mix
Product Mix : Plan Vs actual
Persistency:-
15th month Persistency (%) - >85% (By Value)
Joint Calls /Effective Management of Process:-
Unit -Joint Calls: Plan Vs Actual
BOLD audit score
Effective Management of People & Customer:
Retain talent 70%, G2M2 retention >85%, Kenexa Score and improvement over last year
Key competencies/skills required
Relationship, Leading people, Effective Management of Process
KEY RESPONSIBILITIES:-
Relationship Management with the Axis CBG Head. Drive the sales through CBG customers
Overseeing complete CBG business operations for the Region, forecasting monthly/ annual business targets, & executing them in a given time frame. Providing a growth-driven environment to the team.
Responsible for assigning the targets and organizing joint monthly PRP with the DRs and thereby ensuring skip level review. Recruit, train and Supervise executives to achieve the agreed business targets and insurance sales in the defined geography and building a progressive partnership with the bank
Periodic and Daily updates in alignment with Axis CBG and MLI team, ensuring meet business Plan, drive the wealth and affluent managers , ensuring activation and persistency and thereby tracking the performance in all the vectors and thereby do a traction analysis
Driving the people agenda by leading the team and ensuring higher engagement of the key talents of the zone, ensuring minimum compliance issues and retain talents
Implement the BOLD system 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.
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
Product Mix
Product Mix : Plan Vs actual
Persistency:-
15th month Persistency (%) - >85% (By Value)
Joint Calls /Effective Management of Process:-
Unit -Joint Calls: Plan Vs Actual
BOLD audit score
Effective Management of People & Customer:
Retain talent 70%, G2M2 retention >85%, Kenexa Score and improvement over last year
Key competencies/skills required
Relationship, Leading people, Effective Management of Process
