Cluster Sales Manager - RFR

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 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 other's 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

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 Certification preferred (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 team