CRH - Axis Bank Relationship - Kolkata

PeopleStrong; Kolkata District; In loco; INR 4.000.000 - 7.000.000; Tempo pieno

Descrizione del lavoro

PeopleStrong invites applications for the Circle Relationship Head role with Axis Bank in the Life Insurance domain. The position requires driving regional sales, nurturing channel partner relationships, and leading a team of Sales Managers to achieve premium and revenue targets.

Located at the Zone Office, the role emphasizes alignment with bank partners and end-to-end process excellence. Key focus areas include managing relationships, ensuring product knowledge, and delivering consistent

Competenze

• Drive business and achieve targets through the allocated region.
• Nurture and maintain the relationship with the channel partner for incremental business.
• Manage a team of Sales Managers to maintain profitable business.

Mansioni

• Achieve targets (Premium & Revenue) in order to contribute to overall growth of the company.
• Interact with channel partners and Circle Heads of the Zone as per the defined grid.
• Map key decision makers and build intervals for relationship growth.
• Ensure smooth functioning of sales and related processes to maximize potential.
• Provide inputs for new products and sales pitches based on channel needs.

Conoscenze

Team building

Leadership

Communication

Sales & Marketing

Formazione

High School Graduate

Descrizione del lavoro

Country India

Skills

Skill

Team building skill Leadership and communication skills Sales & Marketing Leadership

High School Graduate

Job Description

Job Title

Circle Relationship Head Axis Bank

Function

Axis 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

Location

Zone Office

Business

Life Insurance

Date

1st August 2026

1) 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.

2) Dimensions

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

Dimension Remarks

1. Manpower (Nos.)

on the regional spread

Indirect – could range from 50 to

2. Business Impact Xxx

a. Target - (Individual )

to 70 Cr

Complete accountability of the

Sales Target of the Vertical

which has a direct impact on the

Relationship’s top-line target.

b. Customer Complaints 0 Customer Complaints

At HDFC Customer Complaints

are critical and hence every

vertical head will look personally

c. Persistency

80% Policy Persistency

Drive 13 month Rolling Premium

Persistency

(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

4) Principal Accountabilities

Accountability Supporting Actions

Ensure achievement of Targets (Premium & Revenue) in order to contribute in overall growth

of the company

1. Continuous interaction ( as per RH / ZH's

defined grid ) with the channel partners/Circle

Heads of the Zone

2. Mapping all the key decision makers & build

Intervals

3. Aggressively downloading all the RnR activities

to be run by BSLI

4. Innovative ways to download the R&R acti

Ensure smooth function of the sales and other

processes in order to maximise business potential.

1. Communicating any product changes, process

change or change in any rules and regulations

(internal / IRDA) with the help of different

training module.

2. Supporting in the actual sales and service

aspects including sales calls, issuance and

1. To Handle Bank customers requirements with

the best services and products ranges

2. To be equipped with insurance and Bank

Products knowledge

3. To manage the relationship at all the levels to

have the desire out-puts.

1. Work with the channel partner to effectively

use R&R programs to drive desired behaviours

2. Ensure efficient use of spent on Channel

Partners which helps in achieving the end

objective.

3. Ensure achievement of desired levels of

? People Retention:10%

? Activisation of Teams:20%

? FYP ISSUED:50%

? NOPs:10%

? Product Mix: 10% (20%,Trad 50%:

ULIP 40%: Protection 10%Monthly)

4. 15% Business More than TATA Provide inputs

for new products & Sales Pitch, basis an indepth

understanding of Channel needs

5. Identify training needs for the in-house and

6. Position gaps / Vacancy to be filled within a

TAT of T+15 Days

7. Identify innovative methods working with the

relationship to enhance penetration of the

database

Ensure the right method of business acquisition in

order get the profitable mix for the organisation

1. Scrutinise the business on regular basis

Complaints and adhere to defined resolution

TATs - T + 72 Hrs

3. Take necessary documented actions against

defaulting employees on quality / conduct

parameters

Persistency

1. Regular MIS flow and Communication with

Channel Partners on T-30 Basis ( T

Being the renewal date )

2. Resolve queries as and when required to

ensure that renewal takes place on time

3. Fortnightly renewal status review mechanism

to be followed internally

Building new business opportunities within the

allocated area/relationships in order to maximise

the productivity / Top Line

1. Identify innovative methods working with the

relationship to enhance penetration of the

database

2. SM Review Mechanism to have 40% Activation

with 2 Case / Active @ 50K ATS to be focused

3. Ensure Product Mix - Trad 50% : ULIP 40% :

Term 10%

4. 15% Business More than TATA Provide inputs

for new products & Sales Pitch, basis an indepth

understanding of Channel needs

5. Identify training needs for the in-house and

5) Job Purpose of Direct Reports

Sales Manager / Senior Sales Manager: To derive Insurance Business from assigned

Relationship/Channel partner in an area or zone, to convince the relationship so they can convince their

customer to invest in Birla Sunlife Insurance. To ensure all the pre and post sales support and services to

the relationship as well as to the clients along with the team dedicated to the relationship. Ensure not

only achieving the target but also to make sure there is a consistent growth in the business every quarter.

6) Relationships (If Applicable)

Internal Frequency Nature

TPD Support Team

Training Manager

HR Dept

Customer Service Team

Daily

Weekly twice

Daily

Process, login and issuance related

Training related

Recruitment and other issue

Follow up regarding service issue

6) Relationships (If Applicable)

Client Service Team Daily Follow up regarding issuance

External Frequency Nature

Bancassurance partner

Daily

Daily

All issue

Business and service

7) Organizational Relationships (Separate Annexure to be