Circle Head

JOB DESCRIPTION

A Position Overview

Position Title

Circle Head - Axis Bank Branch Banking

Department

Axis Bank –Branch Banking

Level/ Band

Assistant Manager

Role Summary:  Provide support in Sales of Life Insurance business through bank customers at bank branches across assigned locations

B Organizational Relationships

Reports To

State Head

Supervises

NA

C Job Dimensions

Geographic Area Covered

Branches / Cluster

Internal Stakeholders

Training

Branch Operations

Distribution Operations

External

Channel Partner

D Key Result Areas

Organization Process

Key Contributions

Sales 

· Drive wallet Share in the allocated bank branches with focus product mix. · Achieve pre-set business targets on ANP, case count, active branch, active sales staff and various KPIs for designated branches · Working jointly with the Branch Manager & Bank specified persons on Business Implementation plan · Driving and motivating the branch staff along with Bank RM and providing support for logging in applications sourced · Tapping the right database of the branch and ensure authentic documentation · Build relationship with the Bank Sales/ operations team and ensure the business targets and Productivity targets of the allocated branches are met effectively · Prospect and meet customers within and outside the Branch as when required · To develop, agree and implement short term and long term plans to achieve sales targets · To achieve branch RM activation targets · Work collectively with Bank Sales / operations team and conduct joint sales calls as a team to achieve business nos. · Seek commitment from the partner towards achievement of business objective

Relationship Management

· Managing the relationship between internal team and channel partner so as to 

Foster sales for the company and maintain utmost levels of responsiveness to requirements from the Channel Partner

· Provide all possible support to the channel partner as a face of parent company · Effectively execute all Marketing activities as per Partners requirement Ensuring timely issuance of policies with resolving all pending etc. Adhere to the customer touch-point engagement in order to service his portfolio of customers To maintain the desired persistency ratio Prompt post-sales service with respect to all domains Strategize and interact closely with the RM on business plan execution

Ensure Compliance

Ensure compliance to internal sales process & other compliance standards Should be process & product champion to ensures adherence to policies and procedures to cultivate a compliance culture in the team

MIS

Adhering to the Training Road map. Providing timely reports to the Supervisor as per the requirement. Adhering to the TALIC code of conduct.

E Skills Required

Technical

Product/Subject matter expertise Business perspective & planning Finance / Insurance industry awareness Self management  Problem solving skills Peer level co-ordination and influencing skills

Behavioral

Essential

Desired

Interpersonal skills

Communication skills

Creative thinking skills

Supervising/Leadership skills

Teamwork Skills

Influencing skills

Relationship Building skills

Decision making skills

Language Skills

English, Local language

F Incumbent Characteristics 

Essential

Desired

Qualification

Graduate

Post Graduate

Experience

5-8 years in Sales (Insurance / Financial Service Background)

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