Associate Sales Manager - Bharat Banking

Position

Sales Manager (CSG)

Incumbent

Name

Department

Axis

Function

Emerging Verticals

Reporting to

Regional Head- CSG

Band

5

Location

XYZ

Team size (D/I)

NA

JOB SUMMARY :-

Manages a Region for Corporate Salary, TASC & ADM, collaborates with the objective to support and contribute to Axis bank strategy, achieve operations excellence, ensure systems are deployed and help build these channels WITHIN the company guidelines and achieve business targets.

KEY RESPONSIBILITIES:-

• Build relationship with key Axis Bank Stake holders and drive partner sales team to achieve desired output of activation, business and other key parameters through regular engagement. Responsible for Business Target achievement of the Region.

• Provide inputs to the salary area head, circle TASC head and circle ADM head and make plans for achievement in order to support and contribute to Axis Bank Strategy. Should work very closely and in tandem with circle heads and area head of CSG, TASC and ADM.

• Maintain Customer Parameter: Persistency, Leakage and Grievance Incidence Rate.

• To provide Analysis of the performance, highlights of these channels by participating through weekly PRPs with Key accounts manager, Circle manager (LS &BB).
• 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 vertical heads on focused business Parameters-Business Plan, Branch Seller Activation and persistency and thereby tracking the performance in all the vectors.

• Ensuring Cluster/Branch visits to optimize performance and enhance relationship.

• 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

Protection& Annuity Sales:--

Customer centricity and satisfaction:

Effective Management of Customer

As per Plan

Key Relationships (Internal /External)

Effective Management of Internal &External Customer

Handling Customer Complaints

Key competencies/skills required

Relationship Management, Leading people, Effective Management of Process and Input Management, Influencing without authority.

Desired qualification and experience:-

• Master of Business Administration or equivalent.

• 3-4 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.

Org Chart:-

About Max Life Insurance:

Max Life Insurance Company Limited is a Joint Venture between Max Financial Services Limited and Axis Bank Limited. Max Financial Services Ltd. is a part of the Max Group, an Indian multi business corporation.

Max Life offers comprehensive protection and long-term savings life insurance solutions, through its multichannel distribution including agency and third party distribution partners. Max Life has built its

operations over almost two decades through need-based sales process, a customer-centric approach to engagement and service delivery and trained human capital.

As per public disclosures, during the financial year 2019-20, Max Life achieved gross written premium of Rs. 16,184 crore. As on 31st March 2020, the Company had Rs. 68,471 crore of assets under management (AUM) and a Sum Assured in Force of Rs. 913,660 crore.

For more information, please visit the Company's website at

We Stand for:

Max Life Insurance is an Equal Opportunity Employer and promotes inclusion and diversity.

Position

Sales Manager (CSG)

Incumbent

Name

Department

Axis

Function

Emerging Verticals

Reporting to

Regional Head- CSG

Band

5

Location

XYZ

Team size (D/I)

NA

JOB SUMMARY :-

Manages a Region for Corporate Salary, TASC & ADM, collaborates with the objective to support and contribute to Axis bank strategy, achieve operations excellence, ensure systems are deployed and help build these channels WITHIN the company guidelines and achieve business targets.

KEY RESPONSIBILITIES:-

• Build relationship with key Axis Bank Stake holders and drive partner sales team to achieve desired output of activation, business and other key parameters through regular engagement. Responsible for Business Target achievement of the Region.

• Provide inputs to the salary area head, circle TASC head and circle ADM head and make plans for achievement in order to support and contribute to Axis Bank Strategy. Should work very closely and in tandem with circle heads and area head of CSG, TASC and ADM.

• Maintain Customer Parameter: Persistency, Leakage and Grievance Incidence Rate.

• To provide Analysis of the performance, highlights of these channels by participating through weekly PRPs with Key accounts manager, Circle manager (LS &BB).
• 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 vertical heads on focused business Parameters-Business Plan, Branch Seller Activation and persistency and thereby tracking the performance in all the vectors.

• Ensuring Cluster/Branch visits to optimize performance and enhance relationship.

• 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

Protection& Annuity Sales:--

Customer centricity and satisfaction:

Effective Management of Customer

As per Plan

Key Relationships (Internal /External)

Effective Management of Internal &External Customer

Handling Customer Complaints

Key competencies/skills required

Relationship Management, Leading people, Effective Management of Process and Input Management, Influencing without authority.

Desired qualification and experience:-

• Master of Business Administration or equivalent.

• 3-4 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.

Org Chart:-

About Max Life Insurance:

Max Life Insurance Company Limited is a Joint Venture between Max Financial Services Limited and Axis Bank Limited. Max Financial Services Ltd. is a part of the Max Group, an Indian multi business corporation.

Max Life offers comprehensive protection and long-term savings life insurance solutions, through its multichannel distribution including agency and third party distribution partners. Max Life has built its

operations over almost two decades through need-based sales process, a customer-centric approach to engagement and service delivery and trained human capital.

As per public disclosures, during the financial year 2019-20, Max Life achieved gross written premium of Rs. 16,184 crore. As on 31st March 2020, the Company had Rs. 68,471 crore of assets under management (AUM) and a Sum Assured in Force of Rs. 913,660 crore.

For more information, please visit the Company's website at

We Stand for:

Max Life Insurance is an Equal Opportunity Employer and promotes inclusion and diversity.