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 fundbased facilities like BG & LC
. Responsible for driving mandatory certification to broad base the distribution & uphold the need of complianceacross product lines
. Develop synergies between different verticals for complementing each other's businessKey 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
Optimal qualification for success on the job is :
. 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 Certificationpreferred (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 teamSkills Required
Compliance
