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Vice President
3 months ago
Job Responsibilities -
- Managing a team of City Heads and Affluent Relationship managers, formulating strategic plans and driving the affluent segment business in coordination with Branch Banking team and Bank Affluent Head.
- Leveraging and Implementing business directions along with the Bank and Affluent managers in line with organizational objectives Handling sales targets & taking sales initiatives to achieve business goals.
- Overseeing complete affluent business operations for Zone, forecasting monthly/ annual business targets, & executing them in a given time frame.
- Responsible for assigning the targets and organizing joint monthly PRP with the DRs and thereby ensuring skip level review. Recruit, train and Supervise executives to achieve the agreed business targets and insurance sales in the defined geography and building a progressive partnership with the bank
- Periodic and Daily updates in alignment with Burgundy and Affluent team, ensuring meet business Plan, drive the wealth and affluent managers , ensuring activation and persistency and thereby tracking the performance in all the vectors and thereby do a traction analysis.
Skills Required -
- 12 to 15 years of sales & channel management experience in Wealth/HNI segment. Prior experience in insurance essential.
- Result Orientation, Working With & Through Others, Innovation, Customer Centricity, Technical Expertise, Managerial Expertise, Problem Solving & Decision Making, Business Acumen, Role Modeling Core Values, Strategic Planning & Execution.