69 Circle Head Jobs

About Branch Banking With branches spread across the country, the branches act as the face of Axis Bank for millions of retail customers and is, hence, an integral part of the Bank s strategy Branches play a major role in deposit mobilization from New-To-Bank (NTB) customers, and are also core drivers of the Bank s customer engagement strategy across products and services About the Role The Circle Business and Planning manager assists the circle head in achieving the business targets of the circle The job holder is responsible for creating enablers for the branch resources to attain their business targets The Circle Business and Planning manager also ensures optimum branch and resource productivity apart from managing the rural branch business of the circle Establish budgets and targets and provide guidance to the Branch resources in preparing business plans for their respective areas Review and monitor performance of the Branches for ensuring achievement of all targets, productivity, quality and compliance standards Plan and ensure implementation of Branch expansion plans, upgradation of extension counters/ Branches and Points of Service, in line with the growth plans of the Bank Ensure rural branch objectives and targets are achieved successfully Ensure creation and successful execution of campaigns and initiatives Ensure branch resource activation through contests, broadcasts and campaigns Attain optimum resource productivity by identifying deficiencies and providing guidance and training for branch resources Liaison with various business unit heads in the circle for efficient service delivery Review and ensure compliance of all processes according to bank s policies Qualifications Graduation/ Post-Graduation from a recognized institute 5-10 years of experience in the BFSI sector Role Proficiencies Knowledge of industry, technology, marketing, and product trends Knowledge of regulatory guidelines and norms Good communication (both verbal and written) skill Ability to handle pressure and meet deadlines Ability to manage risk and uncertainty for self and team within a dynamic priority-setting environment Ability to coach and mentor others

Job Description Job Title Circle Head Elite Vertical Location Multiple Department Agency Function Elite Vertical Reporting to Regional Manager Elite Vertical Band 3 Channel Summary The agency channel refers to a distribution method where insurance products are sold through agents. These agents act as intermediaries between the insurance company and customers, facilitating the sale of policies, providing customer support, and offering advisory services. This initiative is expected to improve customer experience especially in markets where customers prefer human interaction. It also supports customer in Resolving policy service need Renewal collection to resolve policy holder s service needs, Cross sale opportunity Job Summary Opportunity Responsible for hiring, developing and driving sales from Top Financial Advisors/Financial Distributors of competition thereby driving revenue for Agency Channel. The Elite Vertical is a dedicated vertical under Agency Channel, focusing on recruitment and development of proven top performing advisors/ financial distributors Key Responsibilities/ Key Deliverables Identify the Top financial /General Insurance/Health Insurance distributors in the assigned territory from the competition Pitch Max-Life Agency Career Opportunity through Career Seminars / Presentations / Meetings Understand the Top Advisor/ Business Associate value proposition, onboarding process and regulations related to the same Hiring and Onboarding of Top Advisors and Business Associates post conducting Career seminars and Presentation and meet the defined Recruitment plan Drive sales from the team of Top Advisors / Business Associates and Financial distributors to meet the defined sales plans. Maintain Quality of sales by ensuring the Persistency standards of the channel Adherence to the desired input behaviors to drive Sales and Recruitment Periodically Train & Develop advisors for new product launches and communicating any changes in company guidelines / policies. Managing field operations by coordinating with Operations and DSDO for sales and Recruitment. Measures of Success Hiring and driving activation of Top Advisors/Financial Distributors from competition Career Seminars / Meetings with Top Advisors/ Financial Distributors Meeting Sales and Recruitment Plan consistently Persistency Advisor Productivity & Retention Adhering to Input behaviors Key Relationships (Internal / External) Circle Head -Elite Vertical Ops Team (CET and DSDO) Training and Development Human Resources Job Description Job Title Circle Head Elite Vertical Location Multiple Department Agency Function Elite Vertical Reporting to Regional Manager Elite Vertical Band 3 Channel Summary The agency channel refers to a distribution method where insurance products are sold through agents. These agents act as intermediaries between the insurance company and customers, facilitating the sale of policies, providing customer support, and offering advisory services. This initiative is expected to improve customer experience especially in markets where customers prefer human interaction. It also supports customer in Resolving policy service need Renewal collection to resolve policy holder s service needs, Cross sale opportunity Job Summary Opportunity Responsible for hiring, developing and driving sales from Top Financial Advisors/Financial Distributors of competition thereby driving revenue for Agency Channel. The Elite Vertical is a dedicated vertical under Agency Channel, focusing on recruitment and development of proven top performing advisors/ financial distributors Key Responsibilities/ Key Deliverables Identify the Top financial /General Insurance/Health Insurance distributors in the assigned territory from the competition Pitch Max-Life Agency Career Opportunity through Career Seminars / Presentations / Meetings Understand the Top Advisor/ Business Associate value proposition, onboarding process and regulations related to the same Hiring and Onboarding of Top Advisors and Business Associates post conducting Career seminars and Presentation and meet the defined Recruitment plan Drive sales from the team of Top Advisors / Business Associates and Financial distributors to meet the defined sales plans. Maintain Quality of sales by ensuring the Persistency standards of the channel Adherence to the desired input behaviors to drive Sales and Recruitment Periodically Train & Develop advisors for new product launches and communicating any changes in company guidelines / policies. Managing field operations by coordinating with Operations and DSDO for sales and Recruitment. Measures of Success Hiring and driving activation of Top Advisors/Financial Distributors from competition Career Seminars / Meetings with Top Advisors/ Financial Distributors Meeting Sales and Recruitment Plan consistently Persistency Advisor Productivity & Retention Adhering to Input behaviors Key Relationships (Internal / External) Circle Head -Elite Vertical Ops Team (CET and DSDO) Training and Development Human Resources

About the Role Key Account Manager/Senior Manager/Manager role is to create awareness on the NPS, its benefits to the Channel and work closely with them to ensure Axis Bank is the preferred partner for NPS amongst the Corporates. Enabling the team by providing engagement with channel at the Mid and Senior level. Key Responsibilities Responsible for meeting sales targets in the regions assigned by engaging with the Channel team and assist them with the product and performance report under NPS. Conduct presentation for existing corporate employees and thereby migrate their legacy Pension Funds from other PFM to Axis Pension Fund. Making and doing presentation on the NPS for various corporates as per the requirements. Responsible for meeting CXO personnel at the Corporates and engaging them for quicker decisions. Guide and help Corporates to register for NPS with Axis Bank as PoP and Axis PFM as preferred pension fund managers. Regular meeting and share update with Channel Heads RBBH, Cluster Head, Circle Head, Regional Head etc. Manage Axis Bank branches assigned and activate the channel partners by training their resources for NPS product and processes. Assist end-to-end to the channel partners and clients for sales closure and servicing under NPS respectively. Ensure quality and persistency of business and cross sell products required for retirement planning like Annuity etc. Qualifications Graduate/Post Graduate/MBA Role Proficiencies: Having 8-10 years of experience in Corporate Sales or Institutional Sales. Good communication skills and able to conduct presentations. Managing CXO personnel at the Corporates. Basic understanding of financial products. Confident and quick learner. Basic knowledge of MS Office Excel and PPT. #ComeAsYouAre We are dil se open. Women, LGBTQIA+ and PwD candidates of all ages are encouraged to apply

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 CRM and make plans for achievement in order to support and contribute to Axis Bank Strategy. Periodic Analysis of the performance, Counsel and Mentor performance, Conduct Fortnightly PRPs with the RA and ASMs and Facilitate performance management Measures of Success Business Plan- Adj MFYP (Rs.) - Plan v/s Actuals Activation plan- Seller Activation (%) - Plan Vs Actual Red Branches Turnaround of Red Branches as per Plan Achieve Product Mix & Case Size Plan- 1. Product Mix (By Value) - Plan Vs Actual 2. Case Size Plan Vs actual

New Customer acquisition for Enterprise subscription to Industrial companies across IndiaEnd-to-end sales process from lead stage to commercial contract Key Account Management for existing enterprise customers to drive usage revenue.Usage review and Gap analysisDriving up the share of business Experience: Industrial sales to Industrial segments Employment History: Large Indian/ Multinational Co./ Boiler manufacturing/ Biofuels/ Biomass Knowledge: Energy Industry or Enterprise Software/ B2B sales/ Key account management/ solutions sales/ IT sales/ Enterprise sales Any Specific Need: Ability to sell to senior management teams Strengths: Deal-making/negotiation skills Education/ Training: Engineering with a management qualification from a premier institute Presentation/ Communication Skills: Strong written and presentation skills Interpersonal Skills: Confident, Assertive, Resourceful, and a Team Player Leadership Traits: Assertive and friendly

Key Accountabilities • Responsibility for Cluster P&L, Serve as a pivotal member of the leadership team in formulating Bank goals & strategy (short term and long term) and translation of the same to business plan at a cluster and branch level • Develop and implement strategies and plans consistent with established goals in each product line and service in the cluster & ensure achievement of branch and cluster level Business Targets. • Collaborate with Product Teams, Operations Teams, Regional delivery teams, branches in developing operational plans for the cluster based on the overall targets and budgets for the region. • Regularly conducts detailed reviews of the Banks operations and takes appropriate decisions for reallocating resources and re-deciding priorities. • Recommend plan for setting up of new branches and ATMs in the region as per requirements Job Duties & responsibilities • Drive implementation of marketing promotions and campaigns across all product propositions in the respective cluster. • Manage deployment of manpower across the branches in the respective cluster • Ensure efficient operations in the cluster by establishing and monitoring adherence to operational policies and procedures. • Develop and ensure implementation of changes in policies and procedures to improve productivity and service levels. Ensure adherence to turnaround time in all banking processes in the cluster such as account opening, grievance handling etc. • Drive a performance driven culture in the team by timely monitoring, review of performance parametersand feedback to the team members.Role & responsibilities Preferred candidate profile

Partner Acquisition Develop partner networks by tie-ups with local tie ups with smaller travel agents to increase penetration and therefore sales. Recommend innovative campaign/s to kick start business and drive the desired result. Meeting Agents by way of Open house/one on one meeting and hand holding the team during the process of recruitment. Relationship management Support existing Tie-ups by recommending focus areas to maximize revenue generated for BAGIC Organize structured periodic meeting to resolve service related issues and escalations. Liaise with finance team in ensuring that campaign budgets are approved and the payouts are processed timely. Operations management Organize meetings within/with the team/s to understand challenges faced in terms of conversion at agents and provide solutions. Put in place real time MIS & reports to ensure information available at all times on all performance or productivity parameters.

Job Description Position Overview Position Title Circle Head - Axis Bank Branch Banking Department Axis Bank Branch Banking Level/ Band Senior Manager / 501 Role Summary: To manage sales and business objective of the cluster, meeting or exceeding key targets To ensure achievement of sales targets with optimal market coverage To plan resource allocation and be responsible for financial viability of the cluster To effectively lead and manage his sales team by providing them with ongoing coaching To ensure that the sale behavior, sales ethics and sales practices of the sales team comply with company standards and To closely work with the supervisor to design sales strategies and initiatives that will cause improvement of sales performance across Organizational Relationships Reports To State Head Supervises Cluster Managers/ Relationship Managers Job Dimensions Geographic Area Covered Circle Internal Stakeholders Training Product Management Marketing Branch Operations Distribution Operations External Channel Partner Key Result Areas Achieve ANP targets through assigned branches Achieve pre-set business targets on ANP, case count, active branch, active sales staff and various KPIs for branch banking and cards vertical Work collectively with the branch manager on the business strategies and implementation plans Visit allocated branches regularly to supervise process and operations Interact regularly with Relationship Managers to achieve required sales target Training Relationship Managers in presentation & selling skills Joint Sales Calls with sales team on calls on calls with high-ticket clients Develop and maintain strong relationship and rapport with bank managers to ensure achieve business nos. Training of the sales team Train the Relationship Managers and bank s frontline staff on the products, sales technique, prospecting, objection handling and sales operation and process etc To train the Relationship Managers on Presentation and Selling Skills Conduct sessions on product pitching and query handling for RMs Monitor sales & provide support Analyze the productivity of RM s to ensure they are delivering as per expectations. Suggest the developmental changes and intervene as and when required. Ensure that the high performers are suitably rewarded & kept motivated Maintain and observe Company s internal control and standards Act as an escalation point for issues pertaining to policy issuance Arrange various contests & events for the sales team as well as the customers Communicate all marketing and sales programs to bank s frontline staff and ensure awareness and articulation Fulfill the approval requirements Analyze the customer response to events to judge the feasibility of the events in terms of leads generated vs. the money spent MIS & Reporting Design and circulate business MIS and reports to various stakeholder as required Analyze data cuts on Business Performance and share the findings with the supervisors Risk Participate in risk mitigation plans, contingency planning, and business continuity programs by executing and reporting within defined timelines. Highlight and recommend process gaps, flaws and process changes. Skills Required Technical Product/Subject matter expertise Team Management skills Mentoring skills Business perspective & planning Performance Management skills Finance / Insurance industry awareness Interviewing skills Self management Problem solving skills Peer level co-ordination and influencing skills Behavioral Essential Desired Interpersonal skills Communication skills Creative thinking skills Supervising/Leadership skills Teamwork Skills Influencing skills Relationship Building skills Decision making skills Incumbent Characteristics Essential Desired Qualification PG/ MBA Experience 7 - 9 years Sales Experience

Job Description Position Overview Position Title Circle Head - Axis Bank Branch Banking Department Axis Bank Branch Banking Level/ Band Senior Manager / 501 Role Summary: To manage sales and business objective of the cluster, meeting or exceeding key targets To ensure achievement of sales targets with optimal market coverage To plan resource allocation and be responsible for financial viability of the cluster To effectively lead and manage his sales team by providing them with ongoing coaching To ensure that the sale behavior, sales ethics and sales practices of the sales team comply with company standards and To closely work with the supervisor to design sales strategies and initiatives that will cause improvement of sales performance across Organizational Relationships Reports To State Head Supervises Cluster Managers/ Relationship Managers Job Dimensions Geographic Area Covered Circle Internal Stakeholders Training Product Management Marketing Branch Operations Distribution Operations External Channel Partner Key Result Areas Achieve ANP targets through assigned branches Achieve pre-set business targets on ANP, case count, active branch, active sales staff and various KPIs for branch banking and cards vertical Work collectively with the branch manager on the business strategies and implementation plans Visit allocated branches regularly to supervise process and operations Interact regularly with Relationship Managers to achieve required sales target Training Relationship Managers in presentation & selling skills Joint Sales Calls with sales team on calls on calls with high-ticket clients Develop and maintain strong relationship and rapport with bank managers to ensure achieve business nos. Training of the sales team Train the Relationship Managers and bank s frontline staff on the products, sales technique, prospecting, objection handling and sales operation and process etc To train the Relationship Managers on Presentation and Selling Skills Conduct sessions on product pitching and query handling for RMs Monitor sales & provide support Analyze the productivity of RM s to ensure they are delivering as per expectations. Suggest the developmental changes and intervene as and when required. Ensure that the high performers are suitably rewarded & kept motivated Maintain and observe Company s internal control and standards Act as an escalation point for issues pertaining to policy issuance Arrange various contests & events for the sales team as well as the customers Communicate all marketing and sales programs to bank s frontline staff and ensure awareness and articulation Fulfill the approval requirements Analyze the customer response to events to judge the feasibility of the events in terms of leads generated vs. the money spent MIS & Reporting Design and circulate business MIS and reports to various stakeholder as required Analyze data cuts on Business Performance and share the findings with the supervisors Risk Participate in risk mitigation plans, contingency planning, and business continuity programs by executing and reporting within defined timelines. Highlight and recommend process gaps, flaws and process changes. Skills Required Technical Product/Subject matter expertise Team Management skills Mentoring skills Business perspective & planning Performance Management skills Finance / Insurance industry awareness Interviewing skills Self management Problem solving skills Peer level co-ordination and influencing skills Behavioral Essential Desired Interpersonal skills Communication skills Creative thinking skills Supervising/Leadership skills Teamwork Skills Influencing skills Relationship Building skills Decision making skills Incumbent Characteristics Essential Desired Qualification PG/ MBA Experience 7 - 9 years Sales Experience

Role & responsibilities Responsibility for Cluster P & L, Serve as a pivotal member of the leadership team in formulating Bank goals & strategy (short term and long term) and translation of the same to business plan at a cluster and branch level Develop and implement strategies and plans consistent with established goals in each product line and service in the cluster & ensure achievement of branch and cluster level Business Targets. Collaborate with Product Teams, Operations Teams, Regional delivery teams, branches in developing operational plans for the cluster based on the overall targets and budgets for the region. Regularly conducts detailed reviews of the Banks operations and takes appropriate decisions for reallocating resources and re-deciding priorities. Recommend plan for setting up of new branches and ATMs in the region as per requirements • Drive implementation of marketing promotions and campaigns across all product propositions in the respective cluster • Manage deployment of manpower across the branches in the respective cluster • Ensure efficient operations in the cluster by establishing and monitoring adherence to operational policies and procedures. • Develop and ensure implementation of changes in policies and procedures to improve productivity and service levels. Ensure adherence to turnaround time in all banking processes in the cluster such as account opening, grievance handling etc. • Drive a performance driven culture in the team by timely monitoring, review of performance parameters and feedback to the team members.

MANAGER ELITE VERITCAL Job Summary Opportunity Responsible for hiring, developing and driving sales from Top Financial Advisors/Financial Distributors of competition thereby driving revenue for Agency Channel. The Elite Vertical is a dedicated vertical under Agency Channel, focusing on recruitment and development of proven top performing advisors/ financial distributors Key Responsibilities/ Key Deliverables Identify the Top financial /General Insurance/Health Insurance distributors in the assigned territory from the competition Pitch Max-Life Agency Career Opportunity through Career Seminars / Presentations / Meetings Understand the Top Advisor/ Business Associate value proposition, onboarding process and regulations related to the same Hiring and Onboarding of Top Advisors and Business Associates post conducting Career seminars and Presentation and meet the defined Recruitment plan Drive sales from the team of Top Advisors / Business Associates and Financial distributors to meet the defined sales plans. Maintain Quality of sales by ensuring the Persistency standards of the channel Adherence to the desired input behaviors to drive Sales and Recruitment Periodically Train & Develop advisors for new product launches and communicating any changes in company guidelines / policies. Managing field operations by coordinating with Operations and DSDO for sales and Recruitment. Measures of Success Hiring and driving activation of Top Advisors/Financial Distributors from competition Career Seminars / Meetings with Top Advisors/ Financial Distributors Meeting Sales and Recruitment Plan consistently Persistency Advisor Productivity & Retention Adhering to Input behaviors Key Relationships (Internal / External) Circle Head -Elite Vertical Ops Team (CET and DSDO) Training and Development Human Resources

Responsibilities & Key Deliverables Responsible for overseeing the operations and maintenance of passive telecom infrastructure (towers, power systems, shelters, and related assets) across the assigned telecom circle. The role involves ensuring high uptime, optimal energy efficiency, preventive and corrective maintenance, vendor management, SLA compliance, and cost control while maintaining network availability as per client agreements. Lead O&M activities across all telecom sites within the circle. Ensure >99.95% uptime for all passive infrastructure (towers, DG sets, batteries, power systems, etc.). Implement preventive maintenance (PM) schedules and enforce compliance. Manage a team of Cluster Managers, Field Engineers, and Technicians. Supervise third-party vendors for site upkeep, diesel filling, security, and equipment servicing. Track and manage all critical and non-critical infrastructure assets. Ensure timely preventive and corrective maintenance to reduce asset failures. Experience 8 to 10 years Industry Preferred Qualifications BE / BTech - Electical General Requirements

Relationship Management with the Axis Circle Head, Circle Business Managers. With the advent of cluster formation relationship management with the Clusters Heads in order to achieve business targets and builds a progressive partnership with the bank. Provide inputs on departmental goals to the ZVP and make plans for achievement in order to support and contribute to Axis Bank Strategy Responsible for execution of Axis 2020 initiatives by partnering closely with Axis Bank & Max Life stake holders at circle / cluster level. Periodic Analysis of the performance, Counsel and Mentor performance, Conduct Fortnightly PRPs and Facilitate performance management, rating and normalization of ratings for Skip Levels, 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 for creating specific modules customized to relationship requirements. Facilitate content development, training and understanding of customized products. 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 Measures of Success Business Plan- Adj MFYP (Rs.) - Plan v/s Actual Activation Plan - Seller Activation (%) - Plan Vs Actual Persistency- 13th month Persistency (%) - >85% (By Value) Effective Management of People 1. Retention rate - 70%, (as per HR formula) ; G2V2 retention - >85%. 2.Kenexa Score improvement over last year Customer centricity and satisfaction- Effective Management of Customer As per Plan Key Relationships (Internal /External) Effective Management of People & Customer Retain talent Handling Customer Complaints

The Liability Sales Department is integral part of Retail Banking Department which brings primarily the new liability business for the Bank in the form of CA, SA and TD apart from other retail business of Cards, Assets and Third Party Investment Products. The department is largely responsible for bringing New-to-Bank customers to the vast network of branches spread across multiple states and union territories. About the Role The TASC Channel is a part of "Retail Banking - Liability Sales" which is exclusively dedicated for developing and strengthening Retail Institutional Business /TASC franchise of the Bank which caters to Non-Profit customer segment viz Trusts, Associations, Societies, Clubs etc. Circle Head - TASC is a essentially a leadership role , wherein the Bank is looking for skilled Key Accounts Manager who shall be responsible for contributing significantly in sustaining and growing TASC Institutional book in respective geography (Circle) and developing long-term strategic relationships. The role primarily entails new market acquisition and strengthening of existing portfolio through a direct team of core TASC Relationships Managers along with collaboration with other business channels viz Liability Sales and Branch Banking. This would also require channelizing synergies with concerned stakeholders/Business Units to ensure smooth operations and seamless customer delivery An ideal candidate will be adept in acquiring and building strong relationships with institutional clients, through quick identification of needs and requirements of customers and ability to address those by offering a structured /customized proposition of Banks solutions Key Responsibilities Managing TASC sales (primarily Savings Accounts, Current Accounts and Term Deposits) by effectively leading a direct team of 7-10 Relationship Manages - TASC along with self-sourced business. TASC RMs may report directly to Circle Head - TASC or through Cluster Heads TASC (in larger geographies) with direct reporting span not exceeding 10. Effective market scoping and identifying untapped potential within the geography for expanding acquisition pipeline Ownership of business /budgets of the entire segment (i.e. TASC channel, Liability sales and Branch Banking) both in terms of NTB acquisition and ETB portfolio build -up Develop strong synergy with leadership teams of other Liability Sales and Branch banking for driving segment level performance in the Circle Ownership of increasing CMS penetration in entire portfolio through Cross-sale of digital/non-digital Payments and Collection solutions and delivering performance as per stated business objectives Responsibility of income generation through Forex/Retail Assets/Insurance/SME products as well Responsibility of TASC Portfolio growth in your geography by cementing strong connect with the topmost clients of the Circle and ensuring the same for respective portfolios mapped to each Relationship Manager - TASC of the team Strategic sales planning (long-term and short-term) along with team management for consistently achieving month-on -month budgets Qualifications Post Graduate (Masters / MBA) Role Proficiencies Experience in sales, relationship management and and providing solutions to customers. Institutional sales experience preferred Strong communication, presentation and interpersonal skills - ability to speak with conviction using data and logic Aptitude in building rapport with professionals at various levels of organization and outside environment Good team -management and leadership skills Ability in problem-solving and negotiation Should be conversant with guidelines of KYC, General banking products and CMS products

Manage Sales manager (SM) Will Recruiting The Agent Insurance sales goal achievement through: Training and developing on commission basis. Supervise the activity plan of all agents to ensure these are being fulfilled as per the desired Required Candidate profile Salary -8 to 14Lac Exp- 5 to 14 year Sales Should be well networked in the local area and have an understanding of the local market, and proven track records stable past career Good Communication

JOB SUMMARY Responsible for hiring, developing and driving sales from Top Financial Advisors/Financial Distributors of competition thereby driving revenue for Agency Channel. The Elite Vertical is a dedicated vertical under Agency Channel, focusing on recruitment and development of proven top performing advisors/ financial distributors KEY RESPONSIBILITIES Identify the Top financial /General Insurance/Health Insurance distributors in the assigned territory from the competition Pitch Max-Life Agency Career Opportunity through Career Seminars / Presentations / Meetings Understand the Top Advisor/ Business Associate value proposition, onboarding process and regulations related to the same Hiring and Onboarding of Top Advisors and Business Associates post conducting Career seminars and Presentation and meet the defined Recruitment plan Drive sales from the team of Top Advisors / Business Associates and Financial distributors to meet the defined sales plans. Maintain Quality of sales by ensuring the Persistency standards of the channel Adherence to the desired input behaviors to drive Sales and Recruitment Periodically Train & Develop advisors for new product launches and communicating any changes in company guidelines / policies. Managing field operations by coordinating with Operations and DSDO for sales and Recruitment. MEASURES OF SUCCESS Hiring and driving activation of Top Advisors/Financial Distributors from competition Career Seminars / Meetings with Top Advisors/ Financial Distributors Meeting Sales and Recruitment Plan consistently Persistency Advisor Productivity & Retention Adhering to Input behaviors KEY RELATIONSHIPS Circle Head -Elite Vertical Ops Team (CET and DSDO) Training and Development Human Resources KNOWLEDGE/SKILLS/ABILITIES Strong relationship building capability Go-getter attitude Result orientation Passionate towards Sales DESIRED QUALIFICATION AND EXPERIENCE Graduate with 5+ years of experience, at least 3 years experience in insurance sector Proven record of leading Front-Line Sales in Financial Services, preferably in Insurance Should have similar market exposure and experience in process driven, quality sales organizations Familiarity with skills in recruitment, driving sales and activation ORG CHART CEO DMD Head Agency Regional Manager / CVP & Head Elite Vertical (dotted line) Circle Head Elite Vertical ADM Elite Vertical

About the Role: The Centre heads leads a network of Relationship managers and is responsible for business expansion, growth of the lending book area through NTB acquisition as well ETB portfolio, ensure risk compliance and drive sales productivity. The Centre head with the RMs ensure that they are able to respond proactively to the business issues and challenges by providing them with the required guidance and support. They are also responsible for meeting the clients and helping the RMs to resolve the queries and for maintaining regulatory and procedural compliance. Details of the Role: Department CBG Grade SM/AVP Sub-Department SBB- CBG Reporting (Business) AVP/VP Location Reporting (Matrix). Key Responsibilities: Manage the relationship Managers and achieve the sales targets across products and channels Conduct sales team meetings and set targets with individual RM to ensure tight control on sales process Manage relations with attached bank branches, ARMs etc. in the location Handle negotiations with the sales team and arrange meetings between the RMs and Circle Head Develop new tie-ups and support RMs for similar initiatives Plan/design sales programs, contests and presentations at Local level Responsible for launching new products in the marketplace Manage client relationship through all phases of the sales cycle Develop sales strategies to improve market share in all product lines and identify new business development opportunities Identify training needs by analyzing changing market trends, channel deployment etc. and give suitable feedback suggestions to the Circle head Ensure highest levels of employee relationship, satisfaction, motivation and engagement are maintained to drive results Coordinate with the Operations and Risk teams to understand and contribute to overall processes and profitability across locations Qualifications: Graduation/post-graduation from a recognized institute 8+ sales experience with at least 3+ years in MSME segment Role Proficiencies: Strong sales orientation Proficiency in managing complex client relationships, diverse stakeholders Knowledge of industry, technology, marketing, and product trends Knowledge of regulatory guidelines and norms Capability to handle pressure and meet deadlines People management & leadership skills to managing large, geographically spread team; coaching and mentoring and building a high performing team. Competence in managing within a dynamic, priority-setting environment Strong risk and compliance mindset Adept at communication and interpersonal skills Strategic and agile mindset

About the Role: The Centre heads leads a network of Relationship managers and is responsible for business expansion, growth of the lending book area through NTB acquisition as well ETB portfolio, ensure risk compliance and drive sales productivity. The Centre head with the RMs ensure that they are able to respond proactively to the business issues and challenges by providing them with the required guidance and support. They are also responsible for meeting the clients and helping the RMs to resolve the queries and for maintaining regulatory and procedural compliance. Details of the Role: Department CBG Grade SM/AVP Sub-Department SBB- CBG Reporting (Business) AVP/VP Location Reporting (Matrix). Key Responsibilities: Manage the relationship Managers and achieve the sales targets across products and channels Conduct sales team meetings and set targets with individual RM to ensure tight control on sales process Manage relations with attached bank branches, ARMs etc. in the location Handle negotiations with the sales team and arrange meetings between the RMs and Circle Head Develop new tie-ups and support RMs for similar initiatives Plan/design sales programs, contests and presentations at Local level Responsible for launching new products in the marketplace Manage client relationship through all phases of the sales cycle Develop sales strategies to improve market share in all product lines and identify new business development opportunities Identify training needs by analyzing changing market trends, channel deployment etc. and give suitable feedback suggestions to the Circle head Ensure highest levels of employee relationship, satisfaction, motivation and engagement are maintained to drive results Coordinate with the Operations and Risk teams to understand and contribute to overall processes and profitability across locations Qualifications: Graduation/post-graduation from a recognized institute 8+ sales experience with at least 3+ years in MSME segment Role Proficiencies: Strong sales orientation Proficiency in managing complex client relationships, diverse stakeholders Knowledge of industry, technology, marketing, and product trends Knowledge of regulatory guidelines and norms Capability to handle pressure and meet deadlines People management & leadership skills to managing large, geographically spread team; coaching and mentoring and building a high performing team. Competence in managing within a dynamic, priority-setting environment Strong risk and compliance mindset Adept at communication and interpersonal skills Strategic and agile mindset

1.Manager - Agency will be responsible for handling an on roll team of 8 -10 sales managers in Agency Channel. 2.Team of Sales Manager will be responsible for Recruitment of Team (Life Insurance Advisors) from own social and professional network. Required Candidate profile Max Age is 45 yrs At least -6year of Agency Sales experience in Insurance Sector At least 2 years of team handling experience Willing to travel across the assigned locations

About the Role: The Centre heads leads a network of Relationship managers and is responsible for business expansion, growth of the lending book area through NTB acquisition as well ETB portfolio, ensure risk compliance and drive sales productivity. The Centre head with the RMs ensure that they are able to respond proactively to the business issues and challenges by providing them with the required guidance and support. They are also responsible for meeting the clients and helping the RMs to resolve the queries and for maintaining regulatory and procedural compliance. Details of the Role: Department CBG Grade SM/AVP Sub-Department SBB- CBG Reporting (Business) AVP/VP Location Reporting (Matrix). Key Responsibilities: Manage the relationship Managers and achieve the sales targets across products and channels Conduct sales team meetings and set targets with individual RM to ensure tight control on sales process Manage relations with attached bank branches, ARMs etc. in the location Handle negotiations with the sales team and arrange meetings between the RMs and Circle Head Develop new tie-ups and support RMs for similar initiatives Plan/design sales programs, contests and presentations at Local level Responsible for launching new products in the marketplace Manage client relationship through all phases of the sales cycle Develop sales strategies to improve market share in all product lines and identify new business development opportunities Identify training needs by analyzing changing market trends, channel deployment etc. and give suitable feedback suggestions to the Circle head Ensure highest levels of employee relationship, satisfaction, motivation and engagement are maintained to drive results Coordinate with the Operations and Risk teams to understand and contribute to overall processes and profitability across locations Qualifications: Graduation/post-graduation from a recognized institute 8+ sales experience with at least 3+ years in MSME segment Role Proficiencies: Strong sales orientation Proficiency in managing complex client relationships, diverse stakeholders Knowledge of industry, technology, marketing, and product trends Knowledge of regulatory guidelines and norms Capability to handle pressure and meet deadlines People management & leadership skills to managing large, geographically spread team; coaching and mentoring and building a high performing team. Competence in managing within a dynamic, priority-setting environment Strong risk and compliance mindset Adept at communication and interpersonal skills Strategic and agile mindset

About the Role: The Centre heads leads a network of Relationship managers and is responsible for business expansion, growth of the lending book area through NTB acquisition as well ETB portfolio, ensure risk compliance and drive sales productivity. The Centre head with the RMs ensure that they are able to respond proactively to the business issues and challenges by providing them with the required guidance and support. They are also responsible for meeting the clients and helping the RMs to resolve the queries and for maintaining regulatory and procedural compliance. Details of the Role: Department CBG Grade SM/AVP Sub-Department SBB- CBG Reporting (Business) AVP/VP Location Reporting (Matrix). Key Responsibilities: Manage the relationship Managers and achieve the sales targets across products and channels Conduct sales team meetings and set targets with individual RM to ensure tight control on sales process Manage relations with attached bank branches, ARMs etc. in the location Handle negotiations with the sales team and arrange meetings between the RMs and Circle Head Develop new tie-ups and support RMs for similar initiatives Plan/design sales programs, contests and presentations at Local level Responsible for launching new products in the marketplace Manage client relationship through all phases of the sales cycle Develop sales strategies to improve market share in all product lines and identify new business development opportunities Identify training needs by analyzing changing market trends, channel deployment etc. and give suitable feedback suggestions to the Circle head Ensure highest levels of employee relationship, satisfaction, motivation and engagement are maintained to drive results Coordinate with the Operations and Risk teams to understand and contribute to overall processes and profitability across locations Qualifications: Graduation/post-graduation from a recognized institute 8+ sales experience with at least 3+ years in MSME segment Role Proficiencies: Strong sales orientation Proficiency in managing complex client relationships, diverse stakeholders Knowledge of industry, technology, marketing, and product trends Knowledge of regulatory guidelines and norms Capability to handle pressure and meet deadlines People management & leadership skills to managing large, geographically spread team; coaching and mentoring and building a high performing team. Competence in managing within a dynamic, priority-setting environment Strong risk and compliance mindset Adept at communication and interpersonal skills Strategic and agile mindset

Key Result Areas (Max 1325 Characters) Supporting Actions (Max 1325 Characters) Branch Sales Planning & Management Work with Circle Head on devising the sales plan for the branch/s and devise the approach for achieving the set targets. Develop and implement plans to achieve business targets and promote multiple products through multiple sales channels that include Direct to customer and Direct Selling Agencies. Track industry developments and scan market on competitive offerings on periodic basis. Foster a culture of high performance, accountability, customer-centricity, governance within the team in assigned branch/s. Work closely with operations, credit, collections teams to achieve branch s profitability. Prepare and report product-wise MIS reports on disbursement, profitability, team s productivity, collections, NPA, etc. to circle head on daily/weekly basis, as need be. Team and Internal Stakeholder Management Lead and develop a team of 6-8 Sales Managers and offer knowledge over product, sales techniques, customer engagement efforts & leveraging multiple sales channels and customer base. Offer support to create a sustainable funnel for sourcing & generating quality customer leads and more quality sales channels. Guide team to liaise with Operations, risk and sales governance team Offer support with adequate knowledge upon scanning customer files from various risk factors in order to maintain portfolio quality. Conduct daily productivity meet with the Sales Managers, Channel partners to update on product policy, provide feedback, and address challenges. Build and maintain healthy relationships with underwriters, branch operations and collections manager for smooth cross-functional coordination that leads to improved branch productivity. Identify behavioral and skill-based training needs and nominate the team for relevant trainings/ seminars to improve efficiency. Customer Acquisition/ Engagement Identify market potential to grow business and leverage the opportunities by driving initiatives on acquiring new customers and increase the book size of the branch to targeted numbers. Offer adequate support to the team to increase login to disbursal conversion ratio. Handhold team to identify sustainable ways to grow customer database and leverage existing book to ensure adequate conversions for branch profitability. Closely track customer complaints and escalations to offer solutions to customer s satisfaction. Also, to identify process lags and direct the team towards efficiency. Operational Effectiveness Drive adoption of business processes from sourcing to collections to ensure efficiency and customer satisfaction in the branch. Address operational issues and implement solutions to enhance branch performance. Build and maintain healthy relationships with Operations and Sales Governance teams for smooth coordination, process efficiencies and improved TATs. Monitor and report to Circle head on sales operations and productivity metrics. Encourage implementation of improved processes and best practices in order to enhance operational effectiveness, productivity and customer satisfaction. Portfolio & Risk Management Work with the Risk, Operations and Sales Governance teams to ensure adherence to risk management and control mechanisms Support risk and review process by reviewing the loan sanctioning, disbursement process and documentation to ensure controlled operations. Monitor and prepare MIS on NPA and defaulters in the portfolio for proactive response and drive effective solution. Proactively identify risks to maintain portfolio quality and liaise with the risk team in escalation cases.

Branch Sales Planning & Management Work with Circle Head on devising the sales plan for the branch/s and devise the approach for achieving the set targets. Develop and implement plans to achieve business targets and promote multiple products through multiple sales channels that include Direct to customer and Direct Selling Agencies. Track industry developments and scan market on competitive offerings on periodic basis. Foster a culture of high performance, accountability, customer-centricity, governance within the team in assigned branch/s. Work closely with operations, credit, collections teams to achieve branch s profitability. Prepare and report product-wise MIS reports on disbursement, profitability, team s productivity, collections, NPA, etc. to circle head on daily/weekly basis, as need be. Team and Internal Stakeholder Management Lead and develop a team of 6-8 Sales Managers and offer knowledge over product, sales techniques, customer engagement efforts & leveraging multiple sales channels and customer base. Offer support to create a sustainable funnel for sourcing & generating quality customer leads and more quality sales channels. Guide team to liaise with Operations, risk and sales governance team Offer support with adequate knowledge upon scanning customer files from various risk factors in order to maintain portfolio quality. Conduct daily productivity meet with the Sales Managers, Channel partners to update on product policy, provide feedback, and address challenges. Build and maintain healthy relationships with underwriters, branch operations and collections manager for smooth cross-functional coordination that leads to improved branch productivity. Identify behavioral and skill-based training needs and nominate the team for relevant trainings/ seminars to improve efficiency. Customer Acquisition/ Engagement Identify market potential to grow business and leverage the opportunities by driving initiatives on acquiring new customers and increase the book size of the branch to targeted numbers. Offer adequate support to the team to increase login to disbursal conversion ratio. Handhold team to identify sustainable ways to grow customer database and leverage existing book to ensure adequate conversions for branch profitability. Closely track customer complaints and escalations to offer solutions to customer s satisfaction. Also, to identify process lags and direct the team towards efficiency. Operational Effectiveness Drive adoption of business processes from sourcing to collections to ensure efficiency and customer satisfaction in the branch. Address operational issues and implement solutions to enhance branch performance. Build and maintain healthy relationships with Operations and Sales Governance teams for smooth coordination, process efficiencies and improved TATs. Monitor and report to Circle head on sales operations and productivity metrics. Encourage implementation of improved processes and best practices in order to enhance operational effectiveness, productivity and customer satisfaction. Portfolio & Risk Management Work with the Risk, Operations and Sales Governance teams to ensure adherence to risk management and control mechanisms Support risk and review process by reviewing the loan sanctioning, disbursement process and documentation to ensure controlled operations. Monitor and prepare MIS on NPA and defaulters in the portfolio for proactive response and drive effective solution. Proactively identify risks to maintain portfolio quality and liaise with the risk team in escalation cases.

1.Manager - Agency will be responsible for handling an on roll team of 8 -10 sales managers in Agency Channel. 2.Team of Sales Manager will be responsible for Recruitment of Team (Life Insurance Advisors) from own social and professional network. Required Candidate profile Max Age is 48 yrs At least -6year of Agency Sales experience in Insurance Sector At least 2 years of team handling experience Willing to travel across the assigned locations

About the Role: The Centre heads leads a network of Relationship managers and is responsible for business expansion, growth of the lending book area through NTB acquisition as well ETB portfolio, ensure risk compliance and drive sales productivity. The Centre head with the RMs ensure that they are able to respond proactively to the business issues and challenges by providing them with the required guidance and support. They are also responsible for meeting the clients and helping the RMs to resolve the queries and for maintaining regulatory and procedural compliance. Details of the Role: Department CBG Grade SM/AVP Sub-Department SBB- CBG Reporting (Business) AVP/VP Location Reporting (Matrix). Key Responsibilities: Manage the relationship Managers and achieve the sales targets across products and channels Conduct sales team meetings and set targets with individual RM to ensure tight control on sales process Manage relations with attached bank branches, ARMs etc. in the location Handle negotiations with the sales team and arrange meetings between the RMs and Circle Head Develop new tie-ups and support RMs for similar initiatives Plan/design sales programs, contests and presentations at Local level Responsible for launching new products in the marketplace Manage client relationship through all phases of the sales cycle Develop sales strategies to improve market share in all product lines and identify new business development opportunities Identify training needs by analyzing changing market trends, channel deployment etc. and give suitable feedback suggestions to the Circle head Ensure highest levels of employee relationship, satisfaction, motivation and engagement are maintained to drive results Coordinate with the Operations and Risk teams to understand and contribute to overall processes and profitability across locations Qualifications: Graduation/post-graduation from a recognized institute 8+ sales experience with at least 3+ years in MSME segment Role Proficiencies: Strong sales orientation Proficiency in managing complex client relationships, diverse stakeholders Knowledge of industry, technology, marketing, and product trends Knowledge of regulatory guidelines and norms Capability to handle pressure and meet deadlines People management & leadership skills to managing large, geographically spread team; coaching and mentoring and building a high performing team. Competence in managing within a dynamic, priority-setting environment Strong risk and compliance mindset Adept at communication and interpersonal skills Strategic and agile mindset