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Relationship Manager - Affluent Banking A Leading Life insurance company

3.00 to 8.00 Years   Pune   23 May, 2023
MITRAM MANPOWER SOLUTION PRIVATE LIMITED
Job LocationPune
EducationNot Mentioned
SalaryRs 3.5 - 7 Lakh/Yr
IndustryInsurance
Functional AreaSales / BD
EmploymentTypeFull-time

Job Description

    Job descriptionKey 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

Keyskills :
bancassurance saleshni bankinghni sales

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