Relationship Manager - Affluent BankingSAVE
Published date: 2024/01/10
- Location: delhi, new 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$B!G(Js customer base, Shall approach him / herself at least 3 new prospects each day
Drive effectively the Reward and recognition programs launched for WMs and PBs
Shall train the WMs and PBs regularly on concepts in life insurance and new product introductions.
Measures of Success:
Business Plan:-
Adj MFYP (Rs.) - Plan v/s Actuals
Activation plan:-
Seller Activation (%) - Plan Vs Actual
Achieve Case Size Plan:-
1Case Size : Plan Vs actual
Persistency:-
15th month Persistency (%) - 82.5 (By Value)
Joint Calls /Effective Management of Process:-
Fresh Joint Calls:
Plan Vs Actual
3.00-5.00 Years
Relationship Management with the Axis Cluster Head also will be responsible for meeting sales target through Bank$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
0 page views
Related listings
-
Acquisition Relationship ManagerLeading BankBankUrgently hiring in Leading Private Bank for the post of Acquisition Relationship Manager in DelhiNCR The Acquisition Manager is responsible for helping a department or company increase sales for both short term and long term He she works to increase ...2026/11/09
-
Asset Desk ManagerBankApply Asset Desk Manager RBL Bank New Delhi, Delhi Apply 2 hours ago Full–time Job Description - Asset Desk Manager - Hauz Khas ()Asset Desk Manager - Hauz Khas() Description JobDescription Job Title Asset Desk Manager Department Branch Retail Assets...2026/11/09
-
Retail Branch Manager - Banking (8-12 yrs)BankApply on Iimjobs.com Retail Branch Manager - Banking (8-12 yrs) T Talent Integrators New Delhi, Delhi Apply on Iimjobs.com 15 hours ago Full–time - Responsible for Cross Sell & enhancing relationship with existing customers - Customer service to ...2026/11/09