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Axis Max Life Insurance
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City Head - CBG

City Head - CBG

Axis Max Life Insurance

8 - 12 years

25 - 30 Lacs

Kolkata

Posted:2 weeks ago| Platform:

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Skills Required

Relationship management human capital Banking Relationship Strategic planning Sales process Management Forecasting Financial services Business operations

Work Mode

Work from Office

Job Type

Full Time

Job Description

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

Measure of Success

Adj MFYP (Rs.) - Plan v/s Actuals

Activation plan-
Seller Activation (%) - Plan Vs Actual

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

Desired qualifications and experience

Relationship, Leading people, Effective Management of Process
Desired qualification and experience-
Master of Business Administration from a premier business school or equivalent.
8 to 12 years of experience in Distribution Operations, Wealth HNI and Channel Management, Prior experience in insurance essential.
Result Orientation, Working With & Through Others, Innovation, Customer Centricity, Technical Expertise, Managerial Expertise, Problem Solving & Decision Making, Business Acumen, Role Modeling Core Values, Strategic Planning & Execution.

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City Head - CBG