Job Description

HayGroup ??

1

Job Title

Circle Relationship Head Axis Bank

Function

HDFC Branch Banking

Department

Axis Channel

Reporting To

(Title)

Zone Relationship Head – Relationship Axis

Job Band JB 9

Superior’s Superior

(Title)

Head – Relationship Axis

Unit

Birla Sun Life Insurance

Location

Zone Office

Business

Life Insurance

Date

1st August 2026

2-BAN.SL.1.1 BSLI – Confidential

Job Description

HayGroup ??

2

Job Purpose

Drive business and achieve targets through allocated region/area. Nurture and maintain the relationship

with the channel partner for the incremental development of the business contributing by the relation

and help/supervise them for the smooth function of the business process flow. Manage a team of Sales

Managers to maintain the proper process of doing valued business for the organisation.

Dimensions

What are the areas (in quantitative terms) the job has an impact on?

Dimension Remarks

Manpower (Nos.)

5-6 Cluster managers depending

on the regional spread

Indirect – could range from 50 to





75 FLS ( 1 Cluster Manager * 10)

Business Impact Xxx
Target - (Individual )

Annualized Premium (AVG)– 50

to 70 Cr

Complete accountability of the

Sales Target of the Vertical

which has a direct impact on the

Relationship’s top-line target.

Customer Complaints 0 Customer Complaints

At HDFC Customer Complaints

are critical and hence every

vertical head will look personally

Persistency

80% Premium Persistency

80% Policy Persistency

Drive 13 month Rolling Premium

Persistency

Job Context & Major Challenges

(What are the specific aspects of the job that provide a challenge to the jobholder in the context of the

Unit/Zone?

Key Challenges for the role –

High dependency on HDFC Bank relationships in Open Architecture scenario, where

they may have their own priorities so alignment is the key.

Balancing between the process requirement and expectations of the Channel partners
Principal Accountabilities

Account

📌 CRH - Axis - Siliguri (India)
🏢 Aditya Birla Capital
📍 India