RB-LS:Cluster Sales Manager - RFR

About the Role

Responsible for driving targets for Retail Fee products viz. Retail Forex, Life Insurance, General Insurance,

Health Insurance, Mutual Funds, Axis Direct, National Pension Scheme, PMS, AIF, Govt. Schemes (APY, PMJJBY,

PMSBY), Lockers etc

Drive targeted product mix and persistency for insurance products to enhance profitability

Drive targeted level of branch and resource activation & productivity for achievement of Fee Revenue

Driving campaigns and contests launched locally or centrally to ensure achievement of the business volumes

Explore various avenues of increasing volumes through NTB / Referral for RFR business

Acquisition of new customers for RTFx business (New to Forex) and sourcing of other 100% backed Non fund

based facilities like BG & LC

Responsible for driving mandatory certification to broad base the distribution & uphold the need of compliance

across product lines

Develop synergies between different verticals for complementing each other s business

Key Responsibilities

Relationship building, Multitasking, Ability to handle various stakeholders, Find opportunities of new business from within &

outside the Bank

Key Relationships (Internal or External Stakeholders):

External: Insurance Partners / Referral Agents viz. Education Consultants, Chartered Accountants, Money Changers / HNI /

Clients with Import Export business

Internal: Bank Branches, Operations, Relationship Managers & Product teams

Qualifications

Education (formal degrees, certifications), MBA preferred

6 - 8 years of work experience with adequate exposure to Forex & Trade products.

Certification like CCFE (Certificate Course in Foreign Exchange Operations), SP Certification & EUIN Certification

preferred (May be mandatory after joining)

Role Proficiencies:

For successful execution of the job, a candidate should possess the following:

Multitasking

Ability to handle various stakeholders

Find opportunities of new business from within & outside the Bank

Good communication (both verbal and written) skill in both English and the local language

Excellent operational skills

Ability to handle pressure and meet deadlines

Ability to work successfully as a part of a team