Job Description
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
Role: Branch Sales Manager (B2B)
Industry Type: Insurance
Department: Sales & Business Development
Employment Type: Full Time, Permanent
Role Category: Enterprise & B2B Sales
Education
UG: Any Graduate
PG: MBA/PGDM in Any Specialization
• 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
Role: Branch Sales Manager (B2B)
Industry Type: Insurance
Department: Sales & Business Development
Employment Type: Full Time, Permanent
Role Category: Enterprise & B2B Sales
Education
UG: Any Graduate
PG: MBA/PGDM in Any Specialization
💡 Quick Summary
Seeking a career-building opportunity? The Relationship Manager - Affluent Banking position is now open for candidates interested in the Bank Jobs sector. This role in New Delhi offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
