RB-LS:Cluster Sales Manager - RFR

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 others 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

Role & responsibilities

Preferred candidate profile