RB - Affluent Business:Regional Head - Fees & Cross Sell - Burgundy Private

About Affluent Business
Affluent Business caters to a segment of customers who are High Net Worth Individuals with a range of customizable offerings in wealth management, personal banking and business & lending solutions. It gives highly personalized services with an expertise driven approach of an investment house with the great stability and immaculate execution. Affluent Business offer a gamut of different product offerings tailor-made to its customers with seamless touch-points

About the Role

.The Regional Head - Fees & Cross-Sell will own the Insurance, RFR, RTFx, and Lending (Retail Assets, CBG, and WBCG) businesses for the assigned region.
.The role will lead a team of Fee and Cross-Sell Specialists who will, in turn, manage Partners and Senior Partners. Managing Partners will be supported independently by the Regional Head - Fees and Cross-Sell for product, process, and sales enablement.
.Ability to identify and address a wide range of client needs across all cross-sell product suites.
.Clearly articulate product features and benefits to clients and cascade effective sales techniques to the team.
.Ensure adherence to approved sales practices and processes, in line with IRDAI, Product and RBI Regulatory guidelines.
.Ensure timely certification of Managing Partners, Burgundy Private Partners, and Fees and Cross-Sell team members for insurance products.
.Demonstrate strong collaboration with all stakeholders to drive business outcomes and meet budgeted targets.
.Proactively follow up on pending cases to ensure minimal turnaround time (TAT) from submission to issuance.
.Take ownership of continuously upgrading product knowledge and skill sets for self and the regional team.
.Ensure effective manpower planning and optimal deployment of Fees and Cross-Sell team support across the region.
.Identify skill gaps in Fee and Cross- Sell specialists and Partner teams and drive targeted coaching and remediation initiatives.
.Work closely with One Axis partners and Retail Asset teams across Mortgages, Wheels, EL, PL, LAS, OD/FD, etc.
.Conduct regular pipeline reviews with IS team members and analyze activity, pipeline, and conversion metrics.
.Demonstrate leadership in recruitment, retention, and development of Fees and Cross-Sell Specialists.
.Address client service issues effectively and act as the first level of grievance redressal for insurance-related concerns.
.Coach and enable the team to effectively present and close sales across product lines.

Key Responsibilities
.Own and drive Fees and Cross-Sell businesses-Insurance, RFR, RTFx, and Lending (across RA, WBCG, and CBG)-for the region with end-to-end accountability.
.Deliver on regional business targets, ensuring consistent performance across weekly, monthly, and quarterly milestones.
.Enable teams to drive ETB and NTB growth through holistic portfolio reviews, need-based selling, and client risk profiling.
.Provide actionable insights on industry trends, financial markets, and competitive products to strengthen client engagement and sales effectiveness.
.Ensure strong on-ground alignment and structured cadences across Cross-Sell teams and partner ecosystems.
.Own the training roadmap, product enablement, and governance of MIS/reporting frameworks for effective stakeholder updates.
.Act as the regional compliance gatekeeper, ensuring adherence to Axis processes and regulatory guidelines proactively flag financial, regulatory, and credit risks.
.Manage client escalations and service issues effectively, ensuring adherence to defined escalation protocols.
.Drive improvement in policy persistency, renewals, and portfolio continuity, with disciplined monthly tracking and reporting.
.Ensure consistent delivery of business goals across all four quarters, with a strong focus on productivity, conversion, and quality of revenue.

Qualifications
.Bachelors/ master's degree from a recognized Institute with 12 to 20 years of experience in Tier 1 Banca Setup or Banks.
.Hands on experience in Team handling and partner management.

Role Proficiencies:
.Knowledge of banking products and services
.Ability to manage complex client situations
.Good communication (both verbal and written) skill in both English and the local language
.Ability to handle pressure and meet deadlines
.Good networking and relationship building skills