Role & responsibilities

About Fee Department

The Fee Department of the Bank is responsible for sourcing Retail Fee from TPP LI, GI, Mutual Funds, Axis Direct etc and Retail Forex & Remittances / RTFx. The Department drives business from Branch Banking channels and other Asset Channels of the Bank.

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 new customers for RTFx business (New 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 other’s business

Key Responsibilities

Relationship building, Multitasking,



Ability to handle various stakeholders, Find opportunities of new business from within & outside the Bank

Key Relationships (Internal or External Stakeholders):

External: Insurance Partners / Referral Agents viz. Education Consultants, Chartered Accountants, Money Changers / HNI / Clients with Import Export business

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
- Find opportunities of new business from within & outside the Bank
- Valuable communication (both verbal and written) skill in both English and the local language
- Excellent operational skills
- Ability to handle pressure and meet deadlines
- Ability to work successfully as a part of a team

Preferred candidate profile

📌 Axis Bank Hiring For Retail Trade & Forex RM - For Kozhikode Location
🏢 Axis Bank
📍 Kozhikode