Cluster Sales Manager - RFR

Role & responsibilities:-

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 others business

Preferred candidate profile

Relationship building, Multitasking, Ability to handle various stakeholders, Find opportunities of new business from within &

outside the Bank

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