Relationship Manager - Affluent Banking

Job Code:

Position

Relationship Manager - Affluent

Reporting To

Department

Axis

Function

Axis - Affluent Banking

Location

Band

5B

We Stand for:

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 Code:

Position

Relationship Manager - Affluent

Reporting To

Department

Axis

Function

Axis - Affluent Banking

Location

Band

5B

We Stand for:

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