Relationship Manager For RTFx and TPP

Role & responsibilities

Grade:

Sr Manager / Manager

Business:

Retail Banking

Department:

Fee Department

Location: Bengaluru

About Fee Department

The Fee Department of the Bank is responsible for sourcing Retail Fee from TPP LI, GI, Mutual Funds, Axis Direct etc and Retail Forex & Remittances / RTFx. The Department drives business from Branch Banking channels and other Asset Channels of the Bank.

About

• 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

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

Preferred candidate profile