Relationship Manager - Affluent Banking

• 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

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)