Hybrid Relationship Manager - Affluent Banking (Bangalore, KA, IN) chez Axis Max Life Insurance

Job Description

Job Code:

Position

Relationship Manager – Affluent

Reporting To

Department

Axis

Function

Axis – Affluent  Banking

Location

Band

5B

We Stand for:

Job Summary:

NA

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

Job Specifications:

• Master of Business Administration from a premier business school or equivalent.
• 3-6 years of experience in Distribution Operations, Wealth HNI and Affluent Channel Management, Prior experience in insurance essential.
• Result Orientation, Innovation, Customer Centricity,  Problem Solving & Decision Making, Business Acumen.

Knowledge & Skill Matrix:

• Relationship Management,  Effective Management of  Process

Additional Information (Optional):

NA 

Job Description

Job Code:

Position

Relationship Manager – Affluent

Reporting To

Department

Axis

Function

Axis – Affluent  Banking

Location

Band

5B

We Stand for:

Job Summary:

NA

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

Job Specifications:

• Master of Business Administration from a premier business school or equivalent.
• 3-6 years of experience in Distribution Operations, Wealth HNI and Affluent Channel Management, Prior experience in insurance essential.
• Result Orientation, Innovation, Customer Centricity,  Problem Solving & Decision Making, Business Acumen.

Knowledge & Skill Matrix:

• Relationship Management,  Effective Management of  Process

Additional Information (Optional):

NA