Overview
Job title: City Head – Sourcing
Company: Max Financial Services
Job description: Job Code: Date of Posting: Position City Head Sourcing – Affluent Banking No. of Positions 01 Department Axis Function Axis – Affluent Reporting to Regional Head Affluent Banking Band 4A/4B Last date of submission Key Responsibility Areas: Relationship Management with the Axis Circle Head, Affluent City Head & Burgundy 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. Providing a growth-driven environment. 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 Axis Burgundy and Affluent team, ensuring meet business Plan, drive the affluent managers , ensuring activation and persistency and thereby tracking the performance in all the vectors and thereby do a traction analysis. 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 Measure of Success: Adj MFYP (Rs.) – Plan v/s Actuals 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 Desired qualifications and experience: Relationship, Leading people, Effective Management of Process Desired qualification and experience:- . Master of Business Administration from a premier business school or equivalent. . 8 to 12 years of experience in Distribution Operations, Wealth HNI and Affluent Channel Management, 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:- Org Chart:- NRH Head of Affluent Banking Regional Head of Affluent Banking City Head Affluent Banking Relationship Manager Affluent Banking / Snr. Relationship Manager Affluent Banking / Area Manager Affluent Banking Job Code: Date of Posting: Position City Head Sourcing – Affluent Banking No. of Positions 01 Department Axis Function Axis – Affluent Reporting to Regional Head Affluent Banking Band 4A/4B Last date of submission Key Responsibility Areas: Relationship Management with the Axis Circle Head, Affluent City Head & Burgundy 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. Providing a growth-driven environment. 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 Axis Burgundy and Affluent team, ensuring meet business Plan, drive the affluent managers , ensuring activation and persistency and thereby tracking the performance in all the vectors and thereby do a traction analysis. 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 Measure of Success: Adj MFYP (Rs.) – Plan v/s Actuals 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 Desired qualifications and experience: Relationship, Leading people, Effective Management of Process Desired qualification and experience:- . Master of Business Administration from a premier business school or equivalent. . 8 to 12 years of experience in Distribution Operations, Wealth HNI and Affluent Channel Management, 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:- Org Chart:- NRH Head of Affluent Banking Regional Head of Affluent Banking City Head Affluent Banking Relationship Manager Affluent Banking / Snr. Relationship Manager Affluent Banking / Area Manager Affluent Banking
Location: Kottayam, Kerala
Job date: Thu, 02 Nov 2023 08:07:11 GMT
