Job Description
KEY RESPONSIBILITIES
:-
• 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 (%) - > 82.5 (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
Org Chart:-
NRH
↓
Head - Affluent Banking
↓
Regional Head Affluent Banking
↓
Relationship Manager/ Snr Relationship Manager Affluent Banking / Area 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 (%) - > 82.5 (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
Org Chart:-
NRH
↓
Head - Affluent Banking
↓
Regional Head Affluent Banking
↓
Relationship Manager/ Snr Relationship Manager Affluent Banking / Area Manager Affluent Banking
💡 Quick Summary
Seeking a career-building opportunity? The Relationship Manager position is now open for candidates interested in the Bank Jobs sector. This role in Chennai 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.