Regional Manager - Alternate Channels (Lucknow, UP, IN) en Axis Max Life Insurance (Formerly Max Life Insurance)

Job Description

Position

Regional Head – CSG

Incumbent

Name

Department

Axis

Function

Emerging Verticals

Reporting to

National Head- CSG

Band

4B

Location

XYZ

Team size (D/I)

8-10

JOB SUMMARY :-  

Manages a Region for Corporate Salary, TASC & ADM, collaborates with the objective to support and contribute to Axis bank strategy, achieve operations excellence, ensure systems are deployed and help build these channels WITHIN the company guidelines and  achieve business targets.

KEY RESPONSIBILITIES:-

• Build relationship with key Axis Bank Stake holders and drive partner sales team to achieve desired output of activation, business and other key parameters through regular engagement. Responsible for Business Target achievement of the Region.

• Provide inputs to the Regional LS Head and make plans for achievement in order to support and contribute to Axis Bank Strategy.  Should work very closely and in tandem with Regional Head –CSG, TASC and ADM to produce best result.

• Maintain Customer Parameter: Persistency, Leakage and Grievance Incidence Rate.

• To provide Analysis of the performance, highlights of these channels by participating through weekly PRPs with National Head – CSG and respective Regional Head (LS) and ZVP.

• Co-create and implement recognition platforms in order to build a capable and motivated team in the AXIS Bank resources.

• Liaise with training team and regional trainer, ensuring product training departed to all sellers including Axis Bank resources.

• Daily updates in alignment with Axis vertical heads on focused business Parameters-Business Plan, Branch Seller Activation and persistency and thereby tracking the performance in all the vectors.

• Ensuring Circle/Cluster visits to optimize performance and enhance relationship.

• Deploy and monitor implementation specifically Bank staff contests/R&R in order to accelerate revenue generation with the Channel.

Measures of Success

Business Plan:-

 Adj MFYP (Rs.) - Plan v/s Actual

Adj MFYP (Rs.) Worksite -  Plan V/s Actual

Activation plan:-

Seller Activation (%) -  Plan Vs Actual

Protection Sales: -- Plan v/s Actual

Annuity Sales: - Plan v/s Actual

Persistency: Plan v/s Actual

Customer centricity and satisfaction:

Effective Management of  Customer

As per Plan

Key Relationships (Internal /External)

Effective Management of Internal &External Customer

Handling Customer Complaints

Key competencies/skills required

Relationship Management, Leading people, Effective Management of  Process and Input Management, Strong insurance domain knowledge..

Desired qualification and experience:-

• Master of Business Administration or equivalent.

• 8-10 years of experience in intensive Distribution, Channel Management, Prior experience in insurance essential.

• Result Orientation, Customer Centricity, Technical Expertise, Managerial Expertise, Problem Solving, Role Modeling Core Values.

Org Chart:-     

Job Description

Position

Regional Head – CSG

Incumbent

Name

Department

Axis

Function

Emerging Verticals

Reporting to

National Head- CSG

Band

4B

Location

XYZ

Team size (D/I)

8-10

JOB SUMMARY :-  

Manages a Region for Corporate Salary, TASC & ADM, collaborates with the objective to support and contribute to Axis bank strategy, achieve operations excellence, ensure systems are deployed and help build these channels WITHIN the company guidelines and  achieve business targets.

KEY RESPONSIBILITIES:-

• Build relationship with key Axis Bank Stake holders and drive partner sales team to achieve desired output of activation, business and other key parameters through regular engagement. Responsible for Business Target achievement of the Region.

• Provide inputs to the Regional LS Head and make plans for achievement in order to support and contribute to Axis Bank Strategy.  Should work very closely and in tandem with Regional Head –CSG, TASC and ADM to produce best result.

• Maintain Customer Parameter: Persistency, Leakage and Grievance Incidence Rate.

• To provide Analysis of the performance, highlights of these channels by participating through weekly PRPs with National Head – CSG and respective Regional Head (LS) and ZVP.

• Co-create and implement recognition platforms in order to build a capable and motivated team in the AXIS Bank resources.

• Liaise with training team and regional trainer, ensuring product training departed to all sellers including Axis Bank resources.

• Daily updates in alignment with Axis vertical heads on focused business Parameters-Business Plan, Branch Seller Activation and persistency and thereby tracking the performance in all the vectors.

• Ensuring Circle/Cluster visits to optimize performance and enhance relationship.

• Deploy and monitor implementation specifically Bank staff contests/R&R in order to accelerate revenue generation with the Channel.

Measures of Success

Business Plan:-

 Adj MFYP (Rs.) - Plan v/s Actual

Adj MFYP (Rs.) Worksite -  Plan V/s Actual

Activation plan:-

Seller Activation (%) -  Plan Vs Actual

Protection Sales: -- Plan v/s Actual

Annuity Sales: - Plan v/s Actual

Persistency: Plan v/s Actual

Customer centricity and satisfaction:

Effective Management of  Customer

As per Plan

Key Relationships (Internal /External)

Effective Management of Internal &External Customer

Handling Customer Complaints

Key competencies/skills required

Relationship Management, Leading people, Effective Management of  Process and Input Management, Strong insurance domain knowledge..

Desired qualification and experience:-

• Master of Business Administration or equivalent.

• 8-10 years of experience in intensive Distribution, Channel Management, Prior experience in insurance essential.

• Result Orientation, Customer Centricity, Technical Expertise, Managerial Expertise, Problem Solving, Role Modeling Core Values.

Org Chart:-