Relationship Manager - Affluent Banking

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Date: Jul 14, 2025

Location: Lucknow, UP, IN

Company: maxlifeins

  • 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

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