Urgent: City Head

Job Description

Job Description

Position

City Head - Affluent Banking

Incumbent

Department

Axis

Function

Axis Affluent Banking

Reporting to

Zone Head Affluent Banking

Band

4A

Location

XYZ

Team size (D/I)

JOB SUMMARY :-

Managing a team of Affluent Relationship managers mapped with Axis Bank RM's . Role Modelling by self sourcing business .with a set of RM's .Formulating strategic plans to drive the affluent /NRI segment business in coordination with AxisBankCity Head. Leveraging and Implementing business directions in line with organizational objectives.

KEY RESPONSIBILITIES:-

Will be responsible for meeting sales target through Bank's Affluent & NRI Managers

Relationship Management with the Axis City Head & Burgundy/NRI team. Drive the sales through HNI customers and premium segment.

.Overseeing complete affluent business operations for City/State, 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 channel partner, ensuring business Planis achieved, drivingthe affluent managers , ensuring activation and persistency and thereby tracking the performance in all the vectors.

.Driving the People agenda by leading the team and ensuring higher engagement of the key talents of the City/State, ensuring minimum compliance issues and retain talents.
.Implement the BOLD system and ensure that the system requirements are met in order to ensure that the relationship is productive and mutually beneficial and compliant with all regulatory requirements.

.Deploy and monitor implementation specifically Bank staff contests/R&R in order to accelerate revenue generation with the Channel.

Measures of Success
Business Plan:-
1. Adj MFYP (Rs.) - Plan v/s Actuals

2. Activation plan:-
Seller Activation (%) - Plan Vs Actual

Achieve Product Mix & Case Size Plan:-
1Case Size : Plan Vs actual
Product Mix Plan vs Actual
Persistency:-
15th month Persistency (%) - 82.5 (By Value)
Joint Calls /Effective Management of Process:-
Unit -Joint Calls: Plan Vs Actual
BOLD audit score
Effective Management of People & Customer:
Retain talent 70%, G2M2 retention 85%, Kenexa Score and improvement over last year

Key competencies/skills required
Relationship, Leading people, Effective Management of Process

Desired qualification and experience: -

.Master of Business Administration from a premier business school or equivalent.
.8 to 10 years of experience in Wealth/HNIsales, 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.

Org Chart:-

NRH

Head of Affluent Banking

Regional Head of Affluent Banking

Sourcing City Head Affluent Banking

Relationship Manager Affluent Banking / Snr. Relationship Manager Affluent Banking / Area Manager Affluent Banking

Job Description

Position

City Head - Affluent Banking

Incumbent

Department

Axis

Function

Axis Affluent Banking

Reporting to

Zone Head Affluent Banking

Band

4A

Location

XYZ

Team size (D/I)

JOB SUMMARY :-

Managing a team of Affluent Relationship managers mapped with Axis Bank RM's . Role Modelling by self sourcing business .with a set of RM's .Formulating strategic plans to drive the affluent /NRI segment business in coordination with AxisBankCity Head. Leveraging and Implementing business directions in line with organizational objectives.

KEY RESPONSIBILITIES:-

Will be responsible for meeting sales target through Bank's Affluent & NRI Managers

Relationship Management with the Axis City Head & Burgundy/NRI team. Drive the sales through HNI customers and premium segment.

.Overseeing complete affluent business operations for City/State, 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 channel partner, ensuring business Planis achieved, drivingthe affluent managers , ensuring activation and persistency and thereby tracking the performance in all the vectors.

.Driving the People agenda by leading the team and ensuring higher engagement of the key talents of the City/State, ensuring minimum compliance issues and retain talents.
.Implement the BOLD system and ensure that the system requirements are met in order to ensure that the relationship is productive and mutually beneficial and compliant with all regulatory requirements.

.Deploy and monitor implementation specifically Bank staff contests/R&R in order to accelerate revenue generation with the Channel.

Measures of Success
Business Plan:-
1. Adj MFYP (Rs.) - Plan v/s Actuals

2. Activation plan:-
Seller Activation (%) - Plan Vs Actual

Achieve Product Mix & Case Size Plan:-
1Case Size : Plan Vs actual
Product Mix Plan vs Actual
Persistency:-
15th month Persistency (%) - 82.5 (By Value)
Joint Calls /Effective Management of Process:-
Unit -Joint Calls: Plan Vs Actual
BOLD audit score
Effective Management of People & Customer:
Retain talent 70%, G2M2 retention 85%, Kenexa Score and improvement over last year

Key competencies/skills required
Relationship, Leading people, Effective Management of Process

Desired qualification and experience: -

.Master of Business Administration from a premier business school or equivalent.
.8 to 10 years of experience in Wealth/HNIsales, 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.

Org Chart:-

NRH

Head of Affluent Banking

Regional Head of Affluent Banking

Sourcing City Head Affluent Banking

Relationship Manager Affluent Banking / Snr. Relationship Manager Affluent Banking / Area Manager Affluent Banking