Relationship Manager - Affluent Banking

3 - 9 years

5 - 11 Lacs

Posted:2 months ago| Platform: Naukri logo

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Work Mode

Work from Office

Job Type

Full Time

Job Description

  • Relationship Management with the Axis Cluster Head also will be responsible for meeting sales target through Bank$BIG(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

 

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

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