Pensions Relationship Manager in Bhubaneswar, India

About the Role

• Key Account Manager/Senior Manager/Manager role is to create awareness on the NPS, its benefits to the Channel and work closely with them to ensure Axis Bank is the preferred partner for NPS amongst the Corporates.
• Enabling the team by providing engagement with channel at the Mid and Senior level.

Key Responsibilities

• Responsible for meeting sales targets in the regions assigned by engaging with the Channel team and assist them with the product and performance report under NPS.
• Conduct presentation for existing corporate employees and thereby migrate their legacy Pension Funds from other PFM to Axis Pension Fund.
• Making and doing presentation on the NPS for various corporates as per the requirements.
• Responsible for meeting CXO personnel at the Corporates and engaging them for quicker decisions.
• Guide and help Corporates to register for NPS with Axis Bank as PoP and Axis PFM as preferred pension fund managers.
• Regular meeting and share update with Channel Heads - RBBH, Cluster Head, Circle Head, Regional Head etc.
• Manage Axis Bank branches assigned and activate the channel partners by training their resources for NPS product and processes. Assist end-to-end to the channel partners and clients for sales closure and servicing under NPS respectively.
• Ensure quality and persistency of business and cross sell products required for retirement planning like Annuity etc.

Qualifications

. Graduate/Post Graduate/MBA

Role Proficiencies:

• Having 8-10 years of experience in Corporate Sales or Institutional Sales.
• Good communication skills and able to conduct presentations.
• Managing CXO personnel at the Corporates.
• Basic understanding of financial products.
• Confident and quick learner.
• Basic knowledge of MS Office - Excel and PPT.