Relationship Manager
Published date: 2024/01/10
- Location: Mumbai, Maharashtra, India
Relationship Management with the Axis Cluster Head also will be responsible for meeting sales target through Bank$BG(Js Affluent Managers and Private Bankers and for maintaining relationships with their Supervisors.
• Overseeing assigned Branch Affluent business and Shall adhere to agreed TATs on first customer contact and follow-ups from the date of the lead being registered , Keeping accurate record of referrals received from the WMs and PBs
• Shall adhere to agreed TATs on first customer contact and follow-ups from the date of the lead being registered.
• Responsible for increase bank$BG(Js customer awareness about Life Insurance solutions and achieve the targeted penetration on cross sell within the branch$BG(Js customer base, Shall approach him / herself at least 3 new prospects each day
• Drive effectively the Reward and recognition programs launched for WMs and PBs
• Shall train the WMs and PBs regularly on concepts in life insurance and new product introductions
• Overseeing assigned Branch Affluent business and Shall adhere to agreed TATs on first customer contact and follow-ups from the date of the lead being registered , Keeping accurate record of referrals received from the WMs and PBs
• Shall adhere to agreed TATs on first customer contact and follow-ups from the date of the lead being registered.
• Responsible for increase bank$BG(Js customer awareness about Life Insurance solutions and achieve the targeted penetration on cross sell within the branch$BG(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
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