Relationship Manager

3 weeks ago

Delhi, Delhi, India Max Life Insurance Full time
Job Description

- 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

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 (%) - >85% (By Value)

Joint Calls /Effective Management of Process-

- Joint Calls

Plan Vs Actual

Key competencies/skills required

Relationship Management, Effective Management of Process

Desired qualification and experience-

- Master of Business Administration from a premier business school or equivalent.
- 3-6 years of experience in Distribution, HNI and Affluent Channel Management, Prior experience in insurance essential.
- Result Orientation, Innovation, Customer Centricity, Problem Solving & Decision Making, Business Acumen

Role:Branch Sales Manager (B2B)

Industry Type:Insurance

Department:Sales & Business Development

Employment Type:Full Time, Permanent

Role Category:Enterprise & B2B Sales

Education

UG:Any Graduate

PG:MBA/PGDM in Any Specialization

  • Relationship Manager

    1 week ago

    Delhi, Delhi, India Trdfin Support Services Private Limited Full time

    - Relationship Manager will be responsible for managing client relationships, identifying new business opportunities, and providing personalized real estate solutions.- Daily tasks include client consultations, property evaluations, market research, and liaising with property developers and clients to facilitate property transactions.- The Relationship...

  • Relationship Manager

    2 weeks ago

    Delhi, Delhi, India Indusind Bank Full time

    Job DescriptionThe Relationship Manager - Government Banking will manage relationships with government clients, offering banking solutions tailored to their needs.Responsibilities include understanding clients requirements, recommending banking products, and maintaining strong relationships.Strong knowledge of government banking services and excellent...

  • Relationship Manager

    2 weeks ago

    Delhi, Delhi, India STAFFIAA Full time

    Job Title Relationship Manager - Loan Against Property LAP and Micro LAPLocation DelhiSalary upto 4 LPARole Overview The Relationship Manager will be responsible for managing and expanding a portfolio of clients seeking Loan Against Property LAP and Micro LAP solutions This role involves developing strong client relationships understanding their...

  • Relationship Manager

    2 weeks ago

    Delhi, Delhi, India Planyourworld Training Academy pvt ltd Full time ₹ 50,000 - ₹ 5,00,000 per year

    Job Title: Team Lead – Relationship ManagerResponsibilities:Lead, guide & motivate a team of Relationship Executives.Allocate targets, monitor daily performance, and ensure achievement.Conduct field visits with team for support & training.Build and maintain strong client relationships.Prepare reports and share regular updates with...

  • Relationship Manager

    2 weeks ago

    Delhi, Delhi, India ConsultantKart Full time ₹ 4,50,000 - ₹ 6,00,000 per year

    Job Title : Realtionship Manager Life InsuranceJob Location : New DelhiPriority : Female CandidatesJob SummaryThe Relationship Manager will be responsible for driving sales and business development of life insurance products through effective client relationship management, lead generation, and cross-selling. The role involves acquiring new customers,...

  • Relationship Manager

    3 weeks ago

    Delhi, Delhi, India TRDFIN Support Services Pvt Ltd Full time

    We are seeking a dynamic and results-driven Relationship Manager – Home Loan to effectively source and manage business through DSAs, builders, and channel partners. The ideal candidate will build strong relationships, achieve sales targets, and contribute to the growth of our home loan portfolio.Key Responsibilities:Generating business through DSAs,...

  • Relationship Manager

    3 weeks ago

    Delhi, Delhi, India TRDFIN Support Services Pvt Ltd Full time

    We are seeking a dynamic and results-driven Relationship Manager – Home Loan to effectively source and manage business through DSAs, builders, and channel partners. The ideal candidate will build strong relationships, achieve sales targets, and contribute to the growth of our home loan portfolio. Key Responsibilities: Generating business through DSAs,...

  • Relationship Manager

    2 weeks ago

    Delhi, Delhi, India Wiky Waky Woo Full time ₹ 10,00,000 - ₹ 12,00,000 per year

    Role: Financial PlannerThis is a full-time, on-site role based in Dwarka. As a Financial Planner, you will be responsible for providing personalized financial planning services to clients, including retirement planning, investment management, and wealth preservation. You will collaborate with investment experts, financial planners, and tax experts to develop...

  • Relationship Manager

    3 weeks ago

    Delhi, Delhi, India TATA CAPITAL Full time

    Key Objective of the Job Main Accountabilities Client Acquisition Lead efforts to acquire new clients in the mid corporate sector identifying prospects and converting them into valuable business relationships Also adding Channel partners Direct selling Agents to multiply the business scope Client Relationship Management Build and maintain...

  • Relationship Manager

    1 week ago

    Delhi, Delhi, India Anil Tantia Huf Full time ₹ 15,00,000 - ₹ 28,00,000 per year

    Responsibilities:* Develop new business opportunities through networking and referrals.* Manage client relationships, ensuring satisfaction and retention.* Collaborate with cross-functional teams on project delivery.Office cab/shuttle