Relationship Manager - Affluent Banking

3 - 6 years

5 - 8 Lacs

Posted:1 week ago| Platform: Naukri logo

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Job Type

Full Time

Job Description

  • 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.

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