Relationship Manager - Affluent Banking Max Life Insurance
Published date: 2024/01/10
- Location: Delhi, Delhi, India
Relationship Management with the Axis Cluster Head also will be responsible for meeting sales target through Bank$B!G(Js Affluent Managers and Private Bankers and for maintaining relationships with their Supervisors.
Overseeing assigned Branch Affluent business and Shall adhere to agreed TATs on first customer contact and follow-ups from the date of the lead being registered , Keeping accurate record of referrals received from the WMs and PBs
Shall adhere to agreed TATs on first customer contact and follow-ups from the date of the lead being registered.
Responsible for increase banks BIG (Js customer awareness about Life Insurance solutions and achieve the targeted penetration on cross sell within the branch$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.
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 banks BIG (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.
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