Relationship Manager - Affluent Banking

• Relationship Management with the Axis Cluster Head also will be responsible for meeting sales target through Bank s Affluent Managers and maintaining relationships with their Supervisors, and ensures business targets are achieved.
• Working closely with Branch Banking Team and Axis Affluent Head to drive the LI business.
• 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, govern input activity at branch and zone level.
• Train and develop the Affluent team on wide range of Max life product offerings including LI concept, new product launch, Business insurance and latest developments in the financial market
• Responsible for increase bank s customer awareness about Life Insurance solutions and achieve the targeted penetration on cross sell within the branch s 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

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 (%) - >85% (By Value)

Joint Calls /Effective Management of Process-

• Joint Calls

Plan Vs Actual

Key competencies/skills required

Relationship Management, Effective Management of Process

Desired qualification and experience-

• Master of Business Administration from a premier business school or equivalent.
• 3-6 years of experience in Distribution, HNI and Affluent Channel Management, Prior experience in insurance essential.
• Result Orientation, Innovation, Customer Centricity, Problem Solving & Decision Making, Business Acumen

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