56 Circle Head Jobs

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

Manager Elite Vertical 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

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. 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

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. Key Responsibilities/ Key Deliverables 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. 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 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 Persistency- 15th month Persistency (%) - >82.5 and as per plan Retain Talent 1. Retention rate - 70%, (as per HR formula) ; G2M2 retention - >85%. 2. Kenexa Score improvement over last year Effective Management of Customer 1 Complaints incidence rate (complaints per 000/ NOP issued YTD 2.Total Leakage / Cancellations percentage Key Relationships (Internal /External) Effective Management of People & Customer Retain talent -- 70%, (as per HR formula) Handling Customer Complaints

Job Description Position ADM - Elite Vertical Incumbent NA Department Agency Function Agency Reporting to Circle Head - Elite Vertical Band 4 / 4A Location Multiple Locations - Pan India Team size (D/I) NA 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 Job Description Position ADM - Elite Vertical Incumbent NA Department Agency Function Agency Reporting to Circle Head - Elite Vertical Band 4 / 4A Location Multiple Locations - Pan India Team size (D/I) NA 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

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

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 Responsibility Areas Relationship Management with the CBG Circle Head, CSM ,Centre Heads, SRMs & RMs. Drive the sales through SME Segment . Overseeing complete CBG business operations for City/State, forecasting monthly/ annual business targets, & executing them in a given time frame. Providing a growth-driven environment. Responsible for assigning the targets and organizing joint monthly PRP with the DRs. Recruit, train and Supervise executives to achieve the agreed business targets and insurance sales in the defined circle(s) and building a progressive partnership with the bank Periodic and Daily updates in alignment with CBG Team, ensuring meet business Plan, drive the relationship 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 City/State, ensuring minimum compliance issues and retain talents. Deploy and monitor implementation specifically Bank staff contests/R&R in order to accelerate revenue generation with the Channel Business Insurance (%) - Plan Vs Actual Persistency- 15th month Persistency (%) - >82.5 (By Value) Joint Calls /Effective Management of Process- Unit -Joint Calls Plan Vs Actual Effective Management of People & Customer Retain talent 70%, G2M2 retention >85%, Annual Engagement Score and improvement over last year