Relationship Manager - Affluent Banking
Published date: 2024/01/10
- Location: New Delhi, Delhi, India
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 3.00-5.00 Years
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