RB-LS Cluster Sales Manager- RFR/Forex

Axis Bank; Bardhaman; On-site; INR 500,000 - 700,000; Full time

Job summary

Axis Bank seeks a result-driven professional to drive retail fee products, including insurance, mutual funds, PMS, and other fee-based offerings. The role focuses on expanding distribution, enhancing profitability, and ensuring compliance across product lines.

You will collaborate with branches, product teams, and external partners to achieve volume and revenue targets while promoting cross-sell opportunities and mandatory certifications where applicable.

Qualifications

• Experience with retail fee products is preferred.
• Ability to analyze product mix and drive profitability.

Responsibilities

• Build relationships with external partners such as insurers and referral agents.
• Drive campaigns and refer/convert opportunities to increase fee revenue.
• Collaborate with branches, operations, RM and product teams to achieve targets.

Skills

Relationship building

Multitasking

Stakeholder management

Sales orientation

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