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Relationship Manager - Affluent

3.00 to 5.00 Years   Hyderabad / Secunderabad, Telangana,India   22 Jul, 2023
Max Financial Services
Job LocationHyderabad / Secunderabad, Telangana,India
EducationNot Mentioned
SalaryNot Mentioned
IndustryBanking / Accounting / Financial Services
Functional AreaBanking
EmploymentTypeFull-time

Job Description

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 ActualsActivation plan:-Seller Activation (%) - Plan Vs ActualAchieve Case Size Plan:-1Case Size : Plan Vs actualPersistency:-15th month Persistency (%) - 82.5 (By Value)Joint Calls /Effective Management of Process:-Fresh Joint Calls:Plan Vs Actual

Keyskills :
Relationship ManagementTraining

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