Relationship Management with the Axis Cluster Head also will be responsible for meeting sales target through Bank’s Affluent Managers and maintaining relationships with their Supervisors, and ensures business targets are achieved.
Working closely with Branch Banking Team and Axis Affluent Head to drive the LI business.
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, govern input activity at branch and zone level.
Train and develop the Affluent team on wide range of Max life product offerings including LI concept, new product launch, Business insurance and latest developments in the financial market
Responsible for increase bank’s customer awareness about Life Insurance solutions and achieve the targeted penetration on cross sell within the branch’s 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
Senior Relationship Manager - Affluent Banking
Relationship Management with the Axis Cluster Head also will be responsible for meeting sales target through Bank’s Affluent Managers and maintaining relationships with their Supervisors, and ensures business targets are achieved.
Working closely with Branch Banking Team and Axis Affluent Head to drive the LI business.
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, govern input activity at branch and zone level.
Train and develop the Affluent team on wide range of Max life product offerings including LI concept, new product launch, Business insurance and latest developments in the financial market
Responsible for increase bank’s customer awareness about Life Insurance solutions and achieve the targeted penetration on cross sell within the branch’s 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
