255 Cluster Head Jobs - Page 11

A. Position Overview Position Title Relationship Manager- Axis Bank Alternate Channel BB Department Axis Bank Alternate Channel Level/Band Executive/209 Role Summary: Dual responsibilityof Joint Field Work as well as team management. - Interact with Bank s cluster head bankemployees and manage them on daily basis - Branches directly mapped to him/her. - Manage RMs mapped to him to help them achievesales targets - Ensuring that the persistency productivityis maintained - Ensures quality of recruits hired in the team, maintains drives compliance at the zone. B. Organizational Relationships Reports To Regional Sales Manager Supervises Assistant RM Job Dimensions Geographic Area Covered Zone/s Stakeholders Internal Supervisors, RMs, Ops, Underwriting Stakeholders External Bank Channel Partner C. Key Result Areas Interact with Bank bran ch employee, Bank s Cluster Head to help them achieve sales targets , while ensuring that the persistency productiv ity is maintained Provide guidance support to Bank s employee, TATA AIA KAMs andall stakeholders in terms of submissions, issuance, pending resolve etc Maintain good relationship with Bank s Cluster Head - interact with him regularly to assess business status. Take help from them to push motivate them to maintain productivity Maintain persistency by monitoring case size healthy product mix Ensure that they are meeting their team targets as well as individual sales targets Managing the relationship between internal team and channel partne r so as to foster sales for the company and maintain utmost levels of responsiveness to requirements from the Channel Partner Ensure Recruitment is a s per plans Regularly interact with HR to ensure that recruitment is as per plan Monitor the performance of RMs to promote the m to the next level Ensure that KAMs meet their respective targets which will promote them to the next level Maintain drive compliance at the zone Ensure adherence to SOPs sales processes instigate disciplinary action against those fond breaching them Top Line Growth/Busin ess Enablement Achievement of NB Premium target, KAM Activation and Product mix Business Enablers Sales activity management, renewal collection, and high level relationship mapping with bank staff (very important) Risk Own-up the risk of the function by developing a risk aware culture through participation in measurement, analysis and mitigation of risks associat ed with the respective function. This includes development of risk response processes, participation in contingency and business continuity programs and reporting of emerging risks with potential impacts. Also respond to risks highlighted by employees through formal / informal mechanisms and advice on various risk management issues within the organization and provide feedback. Participate in implementing risk mitigation plan through optimum resource allocation, monitoring and reporting on status. D. Skills Required Technical Good Knowledge of MS Office Behavioral

A. Position Overview Position Title Relationship Manager- Axis Bank Alternate Channel BB Department Axis Bank Alternate Channel Level/Band Executive/209 Role Summary: Dual responsibilityof Joint Field Work as well as team management. - Interact with Bank s cluster head bankemployees and manage them on daily basis - Branches directly mapped to him/her. - Manage RMs mapped to him to help them achievesales targets - Ensuring that the persistency productivityis maintained - Ensures quality of recruits hired in the team, maintains drives compliance at the zone. B. Organizational Relationships Reports To Regional Sales Manager Supervises Assistant RM Job Dimensions Geographic Area Covered Zone/s Stakeholders Internal Supervisors, RMs, Ops, Underwriting Stakeholders External Bank Channel Partner C. Key Result Areas Interact with Bank bran ch employee, Bank s Cluster Head to help them achieve sales targets , while ensuring that the persistency productiv ity is maintained Provide guidance support to Bank s employee, TATA AIA KAMs andall stakeholders in terms of submissions, issuance, pending resolve etc Maintain good relationship with Bank s Cluster Head - interact with him regularly to assess business status. Take help from them to push motivate them to maintain productivity Maintain persistency by monitoring case size healthy product mix Ensure that they are meeting their team targets as well as individual sales targets Managing the relationship between internal team and channel partne r so as to foster sales for the company and maintain utmost levels of responsiveness to requirements from the Channel Partner Ensure Recruitment is a s per plans Regularly interact with HR to ensure that recruitment is as per plan Monitor the performance of RMs to promote the m to the next level Ensure that KAMs meet their respective targets which will promote them to the next level Maintain drive compliance at the zone Ensure adherence to SOPs sales processes instigate disciplinary action against those fond breaching them Top Line Growth/Busin ess Enablement Achievement of NB Premium target, KAM Activation and Product mix Business Enablers Sales activity management, renewal collection, and high level relationship mapping with bank staff (very important) Risk Own-up the risk of the function by developing a risk aware culture through participation in measurement, analysis and mitigation of risks associat ed with the respective function. This includes development of risk response processes, participation in contingency and business continuity programs and reporting of emerging risks with potential impacts. Also respond to risks highlighted by employees through formal / informal mechanisms and advice on various risk management issues within the organization and provide feedback. Participate in implementing risk mitigation plan through optimum resource allocation, monitoring and reporting on status. D. Skills Required Technical Good Knowledge of MS Office Behavioral

A. Position Overview Position Title Relationship Manager- Axis Bank Alternate Channel BB Department Axis Bank Alternate Channel Level/Band Executive/209 Role Summary: Dual responsibilityof Joint Field Work as well as team management. - Interact with Bank s cluster head bankemployees and manage them on daily basis - Branches directly mapped to him/her. - Manage RMs mapped to him to help them achievesales targets - Ensuring that the persistency productivityis maintained - Ensures quality of recruits hired in the team, maintains drives compliance at the zone. B. Organizational Relationships Reports To Regional Sales Manager Supervises Assistant RM Job Dimensions Geographic Area Covered Zone/s Stakeholders Internal Supervisors, RMs, Ops, Underwriting Stakeholders External Bank Channel Partner C. Key Result Areas Interact with Bank bran ch employee, Bank s Cluster Head to help them achieve sales targets , while ensuring that the persistency productiv ity is maintained Provide guidance support to Bank s employee, TATA AIA KAMs andall stakeholders in terms of submissions, issuance, pending resolve etc Maintain good relationship with Bank s Cluster Head - interact with him regularly to assess business status. Take help from them to push motivate them to maintain productivity Maintain persistency by monitoring case size healthy product mix Ensure that they are meeting their team targets as well as individual sales targets Managing the relationship between internal team and channel partne r so as to foster sales for the company and maintain utmost levels of responsiveness to requirements from the Channel Partner Ensure Recruitment is a s per plans Regularly interact with HR to ensure that recruitment is as per plan Monitor the performance of RMs to promote the m to the next level Ensure that KAMs meet their respective targets which will promote them to the next level Maintain drive compliance at the zone Ensure adherence to SOPs sales processes instigate disciplinary action against those fond breaching them Top Line Growth/Busin ess Enablement Achievement of NB Premium target, KAM Activation and Product mix Business Enablers Sales activity management, renewal collection, and high level relationship mapping with bank staff (very important) Risk Own-up the risk of the function by developing a risk aware culture through participation in measurement, analysis and mitigation of risks associat ed with the respective function. This includes development of risk response processes, participation in contingency and business continuity programs and reporting of emerging risks with potential impacts. Also respond to risks highlighted by employees through formal / informal mechanisms and advice on various risk management issues within the organization and provide feedback. Participate in implementing risk mitigation plan through optimum resource allocation, monitoring and reporting on status. D. Skills Required Technical Good Knowledge of MS Office Behavioral

Execution Support partners to register claims on behalf of customers, coordinate to ensure approvals within agreed timelines. Engage with cross functional teams to ensure seamless execution of work across channels and deliver desired productivity including everyday servicing and policy issuance etc. Gather relevant documents from customer post sales and submit the same to operations team; gather additional data/documents as required Resolve operational issues faced by the partners to ensure smooth experience while working with BAGIC Provide support for cancellation requests, policy endorsements; process & track such requests in coordination with internal ops team ; Ensure ease of process & approvals for partners by coordinating with internal Ops team Service Orientation Schedule meetings with prospective banking clients and brief them about BAGIC products/ offer them lucrative products in coordination with the Vertical Head Gather market information of potential partner, analyze partners profile and customer mix to identify best product fitment from BAGIC portfolio, assess profitability & viability assessment of partnership New Acquisition Banking Partners Drive the campaign/contest for the Partner Bank to drive sales in profitable segments. Assist banking partners in pitching product to crucial customers & driving sales closure for the same. Identify cross sell opportunities for existing customers Relationship Management Analyze the customer segmentation, sales trends in terms of demographics, geography, characteristics etc. to assess the potential for business Conduct trainings at the branch for all banking partners around regulatory guidelines and products. Plan for activation of branches through R&R activities to increase the penetration in active branches to realize full potential of the bank partner in the given geography

Du a l r e s p o n s ib i lity o f direct s o urcing a s w ell a s t e a m m a n ag e m en t . - Interact with Bank s cluster head & bank employees and managethem on daily basis - Branchesdirectly mapped to him/her. - ManageRMs mapped to him to help them achieve sales targets - Ensuringthat the persistency & productivity is maintained, Ensures quality ofrecruits hired in the team, maintains & drives compliance at the zone. B. Organizational Relationships Reports To Circle Manager Supervises CAM s Job Dimensions Geographic Area Covered Zone/s Stakeholders Internal Supervisors, RMs, Ops, Underwriting Stakeholders External Bank - Channel Partner C. Key Result Areas Interact with Bank branch employee, Bank s Cluster Head to help them achieve sales targets & while ensuring that the persistency & productivity is maintained Provide guidance &support to Bank s employee, TATA AIA RMs and all stakeholders in terms of submissions, issuance, pending resolve etc Maintain good relationship with Bank s Cluster Head - interact with him regularly to assess business status. Take help from them to push & motivate them to maintain productivity Ensure that they are meeting their team targets as well as individual sales targets Managing the relationship between internal team and channel partner so as to foster sales for the company and maintain utmost levels of responsiveness to requirements from the Channel Partner Ensure Recruitment is as per plans Assist Branch team to ensure their insurance targets are met by providing sales support, correct training, product updates, sales information. Align partner to ensure both teams are working towards the same goal Monitor the performance of RMs to promote them to the next level Ensure adequate customer service - grievance redressal, claim settlement, renewal etc. Ma int a in & dri v e c o m p li a nce a t t he z o ne Ensure adherence to SOPs & sales processes & instigate disciplinary action against those fond breaching them T o p L i ne G r o w t h/ B u s in e s s E n a bl e m ent A c h i e v e m e n t o f NB P r e m i u m ta r g et, R M A ct i v ati o n a n d P rod u ct m i x B u s ine s s E n a blers Sales a c t i v i t y m a n a g e m e n t, r e n e w al c o llecti o n , a n d h i g h l e v el r elati on sh ip m a pp i n g w i t h b a n k s t a f f ( v e r y i m por ta n t) Ri s k O w n- u p t h e r i s k o f t h e f u n cti o n b y d e v el op i n g a r i s k a w a r e c u l t u r e t h ro u g h p a r tici p ati o n in m e a s u r e m e n t, a n a l ys is a n d m i ti g a ti o n o f r i s k s a s s o ciat e d w i t h t h e r es p e c ti v e f u n cti o n . T h is i n cl u d es d e v e l o p m e n t o f r i s k response pro c e ss es, p a r tici p ati o n in