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Axis Max Life Insurance
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Relationship Manager - Affluent Banking

Relationship Manager - Affluent Banking

Axis Max Life Insurance

3 - 6 years

5 - 8 Lacs

chennai

Posted:None| Platform:

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Skills Required

relationship management business administration penetration cluster head business planning javascript channel management ups customer experience wms

Work Mode

Work from Office

Job Type

Full Time

Job Description

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

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