Function SummaryCity Head - Affluent Banking is a key leadership role within the Axis Bank Affluent Team, responsible for driving sales, managing relationships, and ensuring the delivery of high-quality, compliant financial services. The role involves strategic planning, business development, and team management to achieve business targets in collaboration with the Axis Affluent team.Job Summary The Job holder is a key member of affluent team and responsible for managing the Sales though the Axis Bank Affluent Team And will work closely with the RM of Axis Affluent team, Customer Servicing and to ensure the timely delivery of high value, compliant high quality services, ensure delivery of business and training of Axis Affluent Team. Key Responsibilities•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 in order to accelerate revenue generation with the ChannelKey skills required•Relationship Management, •Effective Management of ProcessDesired 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
