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1.0 - 5.0 years

4 - 7 Lacs

Mettupalayam

Work from Office

Key Responsibilities: Build and maintain relationships with bank branch staff. Drive sales of banking, insurance, and home loan products. Meet assigned sales targets through effective lead generation and client engagement. Ensure high customer satisfaction through regular follow-ups and quality service. Maintain MIS and documentation for client interactions and policy issuance. 1 Years 0f exp experience in sales job, freshers can also apply who want to start a career in Sales, 50% Sales and 50% Office Job, Relationship with Bank. Mandatory Key Skills Direct selling/Banka, Insurance, Banking, Home Loan, Mortgage

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1.0 - 5.0 years

4 - 7 Lacs

Belgaum

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Key Responsibilities: Build and maintain relationships with bank branch staff. Drive sales of banking, insurance, and home loan products. Meet assigned sales targets through effective lead generation and client engagement. Ensure high customer satisfaction through regular follow-ups and quality service. Maintain MIS and documentation for client interactions and policy issuance. 1 Years 0f exp experience in sales job, freshers can also apply who want to start a career in Sales, 50% Sales and 50% Office Job, Relationship with Bank. Mandatory Key Skills Direct selling/Banka, Insurance, Banking, Home Loan, Mortgage

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1.0 - 5.0 years

4 - 7 Lacs

Perambalur

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Key Responsibilities: Build and maintain relationships with bank branch staff. Drive sales of banking, insurance, and home loan products. Meet assigned sales targets through effective lead generation and client engagement. Ensure high customer satisfaction through regular follow-ups and quality service. Maintain MIS and documentation for client interactions and policy issuance. 1 Years 0f exp experience in sales job, freshers can also apply who want to start a career in Sales, 50% Sales and 50% Office Job, Relationship with Bank. Mandatory Key Skills Direct selling/Banka, Insurance, Banking, Home Loan, Mortgage

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1.0 - 5.0 years

4 - 7 Lacs

Thoothukudi

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Key Responsibilities: Build and maintain relationships with bank branch staff. Drive sales of banking, insurance, and home loan products. Meet assigned sales targets through effective lead generation and client engagement. Ensure high customer satisfaction through regular follow-ups and quality service. Maintain MIS and documentation for client interactions and policy issuance. 1 Years 0f exp experience in sales job, freshers can also apply who want to start a career in Sales, 50% Sales and 50% Office Job, Relationship with Bank. Mandatory Key Skills Direct selling/Banka, Insurance, Banking, Home Loan, Mortgage

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1.0 - 5.0 years

4 - 7 Lacs

Salem

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Key Responsibilities: Build and maintain relationships with bank branch staff. Drive sales of banking, insurance, and home loan products. Meet assigned sales targets through effective lead generation and client engagement. Ensure high customer satisfaction through regular follow-ups and quality service. Maintain MIS and documentation for client interactions and policy issuance. 1 Years 0f exp experience in sales job, freshers can also apply who want to start a career in Sales, 50% Sales and 50% Office Job, Relationship with Bank. Mandatory Key Skills Direct selling/Banka, Insurance, Banking, Home Loan, Mortgage

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1.0 - 5.0 years

4 - 7 Lacs

Jagraon

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Key Responsibilities: Build and maintain relationships with bank branch staff. Drive sales of banking, insurance, and home loan products. Meet assigned sales targets through effective lead generation and client engagement. Ensure high customer satisfaction through regular follow-ups and quality service. Maintain MIS and documentation for client interactions and policy issuance. 1 Years 0f exp experience in sales job, freshers can also apply who want to start a career in Sales, 50% Sales and 50% Office Job, Relationship with Bank. Mandatory Key Skills Direct selling/Banka, Insurance, Banking, Home Loan, Mortgage

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1.0 - 5.0 years

4 - 7 Lacs

Kurnool

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Key Responsibilities: Build and maintain relationships with bank branch staff. Drive sales of banking, insurance, and home loan products. Meet assigned sales targets through effective lead generation and client engagement. Ensure high customer satisfaction through regular follow-ups and quality service. Maintain MIS and documentation for client interactions and policy issuance. 1 Years 0f exp experience in sales job, freshers can also apply who want to start a career in Sales, 50% Sales and 50% Office Job, Relationship with Bank. Mandatory Key Skills Direct selling/Banka, Insurance, Banking, Home Loan, Mortgage

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1.0 - 5.0 years

4 - 7 Lacs

Tenali

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Key Responsibilities:Build and maintain relationships with bank branch staff. Drive sales of banking, insurance, and home loan products. Meet assigned sales targets through effective lead generation and client engagement. Ensure high customer satisfaction through regular follow-ups and quality service. Maintain MIS and documentation for client interactions and policy issuance. 1 Years 0f exp experience in sales job, freshers can also apply who want to start a career in Sales, 50% Sales and 50% Office Job, Relationship with Bank. Mandatory Key SkillsDirect selling/Banka, Insurance, Banking, Home Loan, Mortgage

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1.0 - 5.0 years

4 - 7 Lacs

Tiruppur

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Key Responsibilities: Build and maintain relationships with bank branch staff. Drive sales of banking, insurance, and home loan products. Meet assigned sales targets through effective lead generation and client engagement. Ensure high customer satisfaction through regular follow-ups and quality service. Maintain MIS and documentation for client interactions and policy issuance. 1 Years 0f exp experience in sales job, freshers can also apply who want to start a career in Sales, 50% Sales and 50% Office Job, Relationship with Bank. Mandatory Key Skills Direct selling/Banka, Insurance, Banking, Home Loan, Mortgage

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1.0 - 5.0 years

4 - 7 Lacs

Bhadrachalam

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Key Responsibilities: Build and maintain relationships with bank branch staff. Drive sales of banking, insurance, and home loan products. Meet assigned sales targets through effective lead generation and client engagement. Ensure high customer satisfaction through regular follow-ups and quality service. Maintain MIS and documentation for client interactions and policy issuance. 1 Years 0f exp experience in sales job, freshers can also apply who want to start a career in Sales, 50% Sales and 50% Office Job, Relationship with Bank. Mandatory Key Skills Direct selling/Banka, Insurance, Banking, Home Loan, Mortgage

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1.0 - 5.0 years

4 - 7 Lacs

Ongole

Work from Office

Key Responsibilities: Build and maintain relationships with bank branch staff. Drive sales of banking, insurance, and home loan products. Meet assigned sales targets through effective lead generation and client engagement. Ensure high customer satisfaction through regular follow-ups and quality service. Maintain MIS and documentation for client interactions and policy issuance. 1 Years 0f exp experience in sales job, freshers can also apply who want to start a career in Sales, 50% Sales and 50% Office Job, Relationship with Bank. Mandatory Key Skills Direct selling/Banka, Insurance, Banking, Home Loan, Mortgage

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1.0 - 5.0 years

4 - 7 Lacs

Rajapalayam

Work from Office

Urgent Hiring in Banking, Insurance and Home Loan Officer, Banca Channel Relationship ManagerKey Responsibilities:Build and maintain relationships with bank branch staff. Drive sales of banking, insurance, and home loan products. Meet assigned sales targets through effective lead generation and client engagement. Ensure high customer satisfaction through regular follow-ups and quality service. Maintain MIS and documentation for client interactions and policy issuance. Salary: Upto 4. 00 LPA + Bonus + V. good incentives (upto 50-80K), depend on ur current salary. 1 Years 0f exp experience in sales job, freshers can also apply who want to start a career in Sales, 50% Sales and 50% Office Job, Relationship with Bank. Reply me with cv on same what's up number or call backRegardsPramod Kumar KeywordsSales Officer, Marketing Executive, MBA Freshers, Graduation freshers, Direct sales, Field Sales, RM Life Insurance, general Insurance, Agency channel insurance, Direct sales Insurance, Home Loan, Mortgage LAP sales Mandatory Key SkillsDirect selling/Banka, Insurance, Banking, Home Loan, Mortgage

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1.0 - 5.0 years

4 - 7 Lacs

Khammam

Work from Office

Urgent Hiring in Banking, Insurance and Home Loan Officer, Banca Channel Relationship Manager Key Responsibilities: Build and maintain relationships with bank branch staff. Drive sales of banking, insurance, and home loan products. Meet assigned sales targets through effective lead generation and client engagement. Ensure high customer satisfaction through regular follow-ups and quality service. Maintain MIS and documentation for client interactions and policy issuance. 1 Years 0f exp experience in sales job, freshers can also apply who want to start a career in Sales, 50% Sales and 50% Office Job, Relationship with Bank. Mandatory Key Skills Direct selling/Banka, Insurance, Banking, Home Loan, Mortgage

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1.0 - 5.0 years

4 - 7 Lacs

Piduguralla

Work from Office

Key Responsibilities: Build and maintain relationships with bank branch staff. Drive sales of banking, insurance, and home loan products. Meet assigned sales targets through effective lead generation and client engagement. Ensure high customer satisfaction through regular follow-ups and quality service. Maintain MIS and documentation for client interactions and policy issuance. 1 Years 0f exp experience in sales job, freshers can also apply who want to start a career in Sales, 50% Sales and 50% Office Job, Relationship with Bank. Mandatory Key Skills Direct selling/Banka, Insurance, Banking, Home Loan, Mortgage

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1.0 - 5.0 years

4 - 7 Lacs

Miryalaguda

Work from Office

Key Responsibilities: Build and maintain relationships with bank branch staff. Drive sales of banking, insurance, and home loan products. Meet assigned sales targets through effective lead generation and client engagement. Ensure high customer satisfaction through regular follow-ups and quality service. Maintain MIS and documentation for client interactions and policy issuance. 1 Years 0f exp experience in sales job, freshers can also apply who want to start a career in Sales, 50% Sales and 50% Office Job, Relationship with Bank. Mandatory Key Skills Direct selling/Banka, Insurance, Banking, Home Loan, Mortgage

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1.0 - 5.0 years

4 - 7 Lacs

Adoni

Work from Office

Key Responsibilities: Build and maintain relationships with bank branch staff. Drive sales of banking, insurance, and home loan products. Meet assigned sales targets through effective lead generation and client engagement. Ensure high customer satisfaction through regular follow-ups and quality service. Maintain MIS and documentation for client interactions and policy issuance. 1 Years 0f exp experience in sales job, freshers can also apply who want to start a career in Sales, 50% Sales and 50% Office Job, Relationship with Bank. Mandatory Key SkillsDirect selling/Banka, Insurance, Banking, Home Loan, Mortgage

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1.0 - 5.0 years

4 - 7 Lacs

Vicarabad

Work from Office

Key Responsibilities: Build and maintain relationships with bank branch staff. Drive sales of banking, insurance, and home loan products. Meet assigned sales targets through effective lead generation and client engagement. Ensure high customer satisfaction through regular follow-ups and quality service. Maintain MIS and documentation for client interactions and policy issuance. 1 Years 0f exp experience in sales job, freshers can also apply who want to start a career in Sales, 50% Sales and 50% Office Job, Relationship with Bank. Mandatory Key Skills Direct selling/Banka, Insurance, Banking, Home Loan, Mortgage

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0.0 - 4.0 years

0 Lacs

jalandhar, punjab

On-site

As an Assistant, your primary responsibility will be to support and enhance the sales activities through various channels. You will work closely with the sales team to ensure smooth operations and effective communication with customers. Your role will involve assisting in the development of sales strategies, coordinating sales campaigns, and providing administrative support to the sales department. Additionally, you will be responsible for maintaining sales records, preparing sales reports, and analyzing sales data to identify trends and opportunities for growth. You will also play a key role in customer relationship management by responding to customer inquiries, resolving issues, and ensuring customer satisfaction. To succeed in this role, you must have strong organizational skills, attention to detail, and the ability to multitask effectively. Excellent communication and interpersonal skills are essential, as you will be interacting with both internal teams and external customers on a regular basis. Overall, as an Assistant focused on enhancing sales activities, you will be a valuable asset in driving the success of the sales team and contributing to the overall growth of the business.,

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4.0 - 9.0 years

15 - 19 Lacs

Kurnool

Work from Office

As a Collection Manager for the DSMG vertical, you will be responsible for managing early and mid-stage delinquency (flow buckets) in emerging cities, focusing on resolution through structured follow-up and customer engagement. Key Responsibilities: Monitor and manage collections in 190 DPD (flow buckets) for assigned locations and portfolios. Ensure timely follow-ups and resolutions to control roll forwards and minimize delinquency. Allocate cases efficiently to field executives/agencies and monitor productivity. Conduct skip tracing and field visits for unreachable customers when required. Liaise with tele-calling, legal, and recovery agencies for coordination and case closure. Ensure adherence to RBI fair practices code and Tata Capitals ethical recovery guidelines. Prepare collection dashboards and performance reports to highlight key risk areas. Coordinate with sales and credit teams for restructuring or resolution of high-risk accounts. Drive field performance through regular reviews, on-ground audits, and training. Requirements: Graduate with 3-6 years of experience in retail collections (flows preferred). Strong knowledge of collection strategy, skip tracing, and field management. Familiarity with local language, geography, and customer behavior in emerging cities. Good communication, negotiation, and conflict resolution skills. Willingness to travel extensively and work under pressure to meet targets.

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3.0 - 7.0 years

10 - 15 Lacs

Nizamabad

Work from Office

As an Area Sales Manager for Secured Business Loans (Micro LAP) at Tata Capital, you will be responsible for leading a high-performing sales team to drive disbursals, acquire new customers, and deepen relationships with channel partners across your designated area. Key Responsibilities: Lead a team of Sales Officers/Executives and drive business through direct and channel sourcing of Micro LAP products. Identify and onboard channel partners (DSAs, connectors, and influencers) to increase market penetration. Ensure adherence to credit policy and regulatory guidelines while assessing loan eligibility. Conduct regular market analysis to benchmark against competitors and improve product positioning. Guide and mentor the team to meet individual and collective sales targets. Monitor end-to-end loan process from sourcing to disbursal ensuring seamless customer experience. Build relationships with local trade associations, CA networks, and property consultants for lead generation. Coordinate with internal teams including Credit, Operations, and Collections for smooth functioning. Prepare weekly and monthly sales performance reports and highlight challenges/opportunities. Requirements: Graduate/Postgraduate with 4-7 years of experience in secured lending, preferably Micro LAP. Strong understanding of the local market, customer behavior, and secured lending products. Demonstrated team management and leadership skills. Excellent communication, negotiation, and relationship-building abilities.

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2.0 - 6.0 years

7 - 11 Lacs

Hyderabad

Work from Office

Job Summary: The Sales Manager for Business Loans Micro Business Loans is responsible for driving the growth and acquisition of micro business loan customers. The role focuses on identifying potential customers, building strong relationships, and meeting or exceeding sales targets while ensuring compliance with company policies and regulatory guidelines. Key Responsibilities: Develop and execute sales strategies to promote micro business loan products to small and micro enterprises. Identify potential clients through market research, networking, referrals, and direct outreach. Build and maintain strong relationships with micro-business owners and key stakeholders to understand their financial needs. Conduct loan appraisals and assist clients in preparing documentation for loan applications. Collaborate closely with credit and underwriting teams to facilitate smooth loan processing and approval. Meet or exceed monthly and quarterly sales targets for micro business loans. Organize and participate in marketing and promotional activities to increase product visibility and customer engagement. Monitor market trends, competitor activities, and customer feedback to adjust sales tactics accordingly. Ensure adherence to all regulatory requirements and company policies in loan disbursement and customer interactions. Provide regular reports on sales performance, pipeline status, and market intelligence to senior management. Train and mentor junior sales staff or agents, if applicable.

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5.0 - 10.0 years

8 - 15 Lacs

Ludhiana, Amritsar

Work from Office

Product:- (LED TVs, ACs, Refrigerators, Washing Machines) Large Appliances. Handle Chaneel sales in Punjab. Lead sales team with min. 2 years exp at Managerial level. Onboard new dealers/distributors. Required Candidate profile 10000 INR Joining Bonus PF, health insurance, family tour, travel covered, laptop provided. Perks and benefits 10000 INR Joining Bonus

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1.0 - 2.0 years

3 - 4 Lacs

Kolkata

Work from Office

Job Description Job Code Position Deputy Sales Manager Tele sales Reporting To Department Axis Function Axis Sales Location Band 5 B About Max Life Insurance Max Life Insurance, one of the leading non-bank promoted private life insurers, is a joint venture between Max Financial Services Ltd. and Mitsui Sumitomo Insurance Co. Ltd. Max Financial Services Ltd. is part of the Max Group, which is a leading Indian multi-business corporation, while Mitsui Sumitomo Insurance is a member of the MS&AD Insurance Group, which is amongst the leading insurers in the world. Max Life Insurance offers comprehensive long term savings, protection and retirement solutions through its high quality agency distribution and multi-channel distribution partners. A financially stable company with a strong track record over the last 15 years, Max Life Insurance offers superior investment expertise. Max Life Insurance has the vision To be the most admired life insurance company by securing the financial future of our customers. The company has a strong customer-centric approach focused on advice-based sales and quality service delivered through its superior human capital. In the financial year 2016, Max Life recorded Gross Written Premium of Rs. 9,216 crore with sum assured of Rs. 2,71,633 crore and Asset Under Management of Rs. 35,824 crore as on 31st March 2016." We Stand for Caring An imperative value that emphasises on individuals who are extremely compassionate and demonstrate respect for people. It is about being proactive to offer guidance and help to fellow colleagues. Being open to new ideas and going an extra mile to implement them. Collaboration A value which is all about being boundary-less in approach by going beyond one s direct responsibilities to achieve functional and organizational goals. It is about believing & creating opportunities for self and others to improve working relationships. Customer Obession It is not just about being Customer focused, however, it is being obsessed with delivering exceptional customer experience. Proactively making extraordinary efforts to deliver superior quality output, hence, creating customer delight. Growth Mindset A value which drives and defines us to challenge the status quo by being ambitious, ready to put in extra efforts & demonstrate courage to achieve exceptional results. It is about seeking & creating opportunities to invest in self, fellow colleagues to sharpen their skills and cultivate high performing culture. Job Summary NA Key Responsibilities/ Key Deliverables Will be responsible for meeting sales target through Bank s FOS. Will be responsible for maintaining relationships with all corporate salary team in the assigned Bank Branches Keeping accurate record of referrals received from all corporate salary team in the assigned bank branches. Shall adhere to agree TATs on first customer contact and follow-ups from the date of the lead being registered. Increasing bank s customer awareness about Life Insurance solutions and achieve the targeted penetration on cross sell within the branch s corporate salary customer base. Drive effectively the Reward and recognition programs launched for the bank staff. Shall train the bank staff regularly on concepts in life insurance and new product introductions. Measures of Success Achieving Business Target milestones - AFYP / Blended premium, and no. of cases. Relationship with Bank Corporate Salary Manager Effective Lead generation and meet value / number targets Job Specifications Graduate in any discipline 1 to 2 yrs of overall exp. in sales with a minimum of 6 months work experience in the fields of Banca, Life insurance sales management, Retail bank distribution, and Channel Management and/or DSA relationship. Corporate salary experience preferred Knowledge & Skill Matrix NA Additional Information (Optional) NA Job Description Job Code Position Deputy Sales Manager Tele sales Reporting To Department Axis Function Axis Sales Location Band 5 B About Max Life Insurance Max Life Insurance, one of the leading non-bank promoted private life insurers, is a joint venture between Max Financial Services Ltd. and Mitsui Sumitomo Insurance Co. Ltd. Max Financial Services Ltd. is part of the Max Group, which is a leading Indian multi-business corporation, while Mitsui Sumitomo Insurance is a member of the MS&AD Insurance Group, which is amongst the leading insurers in the world. Max Life Insurance offers comprehensive long term savings, protection and retirement solutions through its high quality agency distribution and multi-channel distribution partners. A financially stable company with a strong track record over the last 15 years, Max Life Insurance offers superior investment expertise. Max Life Insurance has the vision To be the most admired life insurance company by securing the financial future of our customers. The company has a strong customer-centric approach focused on advice-based sales and quality service delivered through its superior human capital. In the financial year 2016, Max Life recorded Gross Written Premium of Rs. 9,216 crore with sum assured of Rs. 2,71,633 crore and Asset Under Management of Rs. 35,824 crore as on 31st March 2016." We Stand for Caring An imperative value that emphasises on individuals who are extremely compassionate and demonstrate respect for people. It is about being proactive to offer guidance and help to fellow colleagues. Being open to new ideas and going an extra mile to implement them. Collaboration A value which is all about being boundary-less in approach by going beyond one s direct responsibilities to achieve functional and organizational goals. It is about believing & creating opportunities for self and others to improve working relationships. Customer Obession It is not just about being Customer focused, however, it is being obsessed with delivering exceptional customer experience. Proactively making extraordinary efforts to deliver superior quality output, hence, creating customer delight. Growth Mindset A value which drives and defines us to challenge the status quo by being ambitious, ready to put in extra efforts & demonstrate courage to achieve exceptional results. It is about seeking & creating opportunities to invest in self, fellow colleagues to sharpen their skills and cultivate high performing culture. Job Summary NA Key Responsibilities/ Key Deliverables Will be responsible for meeting sales target through Bank s FOS. Will be responsible for maintaining relationships with all corporate salary team in the assigned Bank Branches Keeping accurate record of referrals received from all corporate salary team in the assigned bank branches. Shall adhere to agree TATs on first customer contact and follow-ups from the date of the lead being registered. Increasing bank s customer awareness about Life Insurance solutions and achieve the targeted penetration on cross sell within the branch s corporate salary customer base. Drive effectively the Reward and recognition programs launched for the bank staff. Shall train the bank staff regularly on concepts in life insurance and new product introductions. Measures of Success Achieving Business Target milestones - AFYP / Blended premium, and no. of cases. Relationship with Bank Corporate Salary Manager Effective Lead generation and meet value / number targets Job Specifications Graduate in any discipline 1 to 2 yrs of overall exp. in sales with a minimum of 6 months work experience in the fields of Banca, Life insurance sales management, Retail bank distribution, and Channel Management and/or DSA relationship. Corporate salary experience preferred Knowledge & Skill Matrix NA Additional Information (Optional) NA

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1.0 - 2.0 years

3 - 4 Lacs

Bengaluru

Work from Office

Key Responsibilities/ Key Deliverables Will be responsible for meeting sales target through Bank s FOS. Will be responsible for maintaining relationships with all corporate salary team in the assigned Bank Branches Keeping accurate record of referrals received from all corporate salary team in the assigned bank branches. Shall adhere to agree TATs on first customer contact and follow-ups from the date of the lead being registered. Increasing bank s customer awareness about Life Insurance solutions and achieve the targeted penetration on cross sell within the branch s corporate salary customer base. Drive effectively the Reward and recognition programs launched for the bank staff. Shall train the bank staff regularly on concepts in life insurance and new product introductions. Measures of Success Achieving Business Target milestones AFYP / Blended premium, and no. of cases. Relationship with Bank Corporate Salary Manager Effective Lead generation and meet value / number targets Job Specifications Graduate in any discipline 1 to 2 yrs of overall exp. in sales with a minimum of 6 months work experience in the fields of Banca, Life insurance sales management, Retail bank distribution, and Channel Management and/or DSA relationship. Corporate salary experience preferred

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3.0 - 6.0 years

5 - 8 Lacs

Tirunelveli

Work from Office

Job Description Job Code Position Relationship Manager - Affluent Banking Reporting To Department Axis Function Axis Affluent Banking Location Band 5 B We Stand for Caring An imperative value that emphasises on individuals who are extremely compassionate and demonstrate respect for people. It is about being proactive to offer guidance and help to fellow colleagues. Being open to new ideas and going an extra mile to implement them. Collaboration A value which is all about being boundary-less in approach by going beyond one s direct responsibilities to achieve functional and organizational goals. It is about believing & creating opportunities for self and others to improve working relationships. Customer Obession It is not just about being Customer focused, however, it is being obsessed with delivering exceptional customer experience. Proactively making extraordinary efforts to deliver superior quality output, hence, creating customer delight. Growth Mindset A value which drives and defines us to challenge the status quo by being ambitious, ready to put in extra efforts & demonstrate courage to achieve exceptional results. It is about seeking & creating opportunities to invest in self, fellow colleagues to sharpen their skills and cultivate high performing culture. Job Summary NA Key Responsibilities/ Key Deliverables Relationship Management with the Axis Cluster Head also will be responsible for meeting sales target through Bank$B!G(Js Affluent Managers and Private Bankers and for maintaining relationships with their Supervisors. Overseeing assigned Branch Affluent business and Shall adhere to agreed TATs on first customer contact and follow-ups from the date of the lead being registered , Keeping accurate record of referrals received from the WMs and PBs Shall adhere to agreed TATs on first customer contact and follow-ups from the date of the lead being registered. Responsible for increase bank$B!G(Js customer awareness about Life Insurance solutions and achieve the targeted penetration on cross sell within the branch$B!G(Js customer base, Shall approach him / herself at least 3 new prospects each day Drive effectively the Reward and recognition programs launched for WMs and PBs Shall train the WMs and PBs regularly on concepts in life insurance and new product introductions. Measures of Success Business Plan- Adj MFYP (Rs.) - Plan v/s Actuals Activation plan- Seller Activation (%) - Plan Vs Actual Achieve Case Size Plan- 1Case Size Plan Vs actual Persistency- 15th month Persistency (%) - >82.5 (By Value) Joint Calls /Effective Management of Process- Fresh Joint Calls Plan Vs Actual Job Specifications Master of Business Administration from a premier business school or equivalent. 3-6 years of experience in Distribution Operations, Wealth HNI and Affluent Channel Management, Prior experience in insurance essential. Result Orientation, Innovation, Customer Centricity, Problem Solving & Decision Making, Business Acumen. Knowledge & Skill Matrix Relationship Management, Effective Management of Process Additional Information (Optional) NA Job Description Job Code Position Relationship Manager - Affluent Banking Reporting To Department Axis Function Axis Affluent Banking Location Band 5 B We Stand for Caring An imperative value that emphasises on individuals who are extremely compassionate and demonstrate respect for people. It is about being proactive to offer guidance and help to fellow colleagues. Being open to new ideas and going an extra mile to implement them. Collaboration A value which is all about being boundary-less in approach by going beyond one s direct responsibilities to achieve functional and organizational goals. It is about believing & creating opportunities for self and others to improve working relationships. Customer Obession It is not just about being Customer focused, however, it is being obsessed with delivering exceptional customer experience. Proactively making extraordinary efforts to deliver superior quality output, hence, creating customer delight. Growth Mindset A value which drives and defines us to challenge the status quo by being ambitious, ready to put in extra efforts & demonstrate courage to achieve exceptional results. It is about seeking & creating opportunities to invest in self, fellow colleagues to sharpen their skills and cultivate high performing culture. Job Summary NA Key Responsibilities/ Key Deliverables Relationship Management with the Axis Cluster Head also will be responsible for meeting sales target through Bank$B!G(Js Affluent Managers and Private Bankers and for maintaining relationships with their Supervisors. Overseeing assigned Branch Affluent business and Shall adhere to agreed TATs on first customer contact and follow-ups from the date of the lead being registered , Keeping accurate record of referrals received from the WMs and PBs Shall adhere to agreed TATs on first customer contact and follow-ups from the date of the lead being registered. Responsible for increase bank$B!G(Js customer awareness about Life Insurance solutions and achieve the targeted penetration on cross sell within the branch$B!G(Js customer base, Shall approach him / herself at least 3 new prospects each day Drive effectively the Reward and recognition programs launched for WMs and PBs Shall train the WMs and PBs regularly on concepts in life insurance and new product introductions. Measures of Success Business Plan- Adj MFYP (Rs.) - Plan v/s Actuals Activation plan- Seller Activation (%) - Plan Vs Actual Achieve Case Size Plan- 1Case Size Plan Vs actual Persistency- 15th month Persistency (%) - >82.5 (By Value) Joint Calls /Effective Management of Process- Fresh Joint Calls Plan Vs Actual Job Specifications Master of Business Administration from a premier business school or equivalent. 3-6 years of experience in Distribution Operations, Wealth HNI and Affluent Channel Management, Prior experience in insurance essential. Result Orientation, Innovation, Customer Centricity, Problem Solving & Decision Making, Business Acumen. Knowledge & Skill Matrix Relationship Management, Effective Management of Process Additional Information (Optional) NA

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