About the Role
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 recent customers for RTFx business (Recent 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
Key Responsibilities
Relationship building, Multitasking,
Ability to handle various stakeholders, Find opportunities of recent business from within &
outside the Bank
Key Relationships (Internal or External Stakeholders):
Internal: Bank Branches, Operations, Relationship Managers & Product teams
Qualifications
Optimal qualification for success on the job is:
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 (May be mandatory after joining)
Role Proficiencies:
For successful execution of the job, a candidate should possess the following:
Multitasking
Ability to handle various stakeholders
Fin