RB-LS:Cluster Sales Manager - RFR

Axis Bank; Dhanbad; On-site; INR 1,500,000 - 2,300,000; Full time

Job summary

Axis Bank in India seeks a seasoned Relationship Manager to drive targets for Retail Fee products such as Retail Forex, Life Insurance, General Insurance, Health Insurance, Mutual Funds, Axis Direct, NPS, PMS, AIF and related Govt schemes. The role emphasizes building strong partner networks and cross‑sell across product lines.

You will develop campaigns, increase branch activation and profitability, manage referrals, and acquire new customers for Forex and linked non-fund facilities while

Qualifications

• 6–8 years of work experience with adequate exposure to Forex & Trade products.
• Excellent communication in English and the local language.
• MBA preferred; certifications like CCFE, SP Certification, EUIN Certification may be mandatory after joining.

Responsibilities

• Drive targets for Retail Fee products: Retail Forex, Life Insurance, General Insurance, Health Insurance, Mutual Funds, Axis Direct, NPS, PMS, AIF, Govt schemes.
• 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.
• Drive campaigns and referrals to ensure achievement of business volumes.
• Acquire new customers for Forex and sourcing of other 100% backed non-fund based facilities like BG & LC.
• Ensure compliance with mandatory certifications and regulatory requirements.
• Develop synergies between verticals for cross‑selling and joint initiatives.
• Build strong relationships with Insurance Partners and referral agents, and coordinate with internal product teams.

Skills

Multitasking

Relationship management

Stakeholder management

Communication skills

Team collaboration

Education

MBA

Job description

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 others 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
• Good 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 teamRole & responsibilities

Preferred candidate profile