Relationship Manager

Job Code PositionRelationship Manager - AffluentReporting ToDepartmentAxisFunctionAxis - Affluent BankingLocationBand5BWe Stand for CaringAn imperative value that emphasises on individuals who are extremely compassionate and demonstrate respect for people It is about being proactive to offer guidance and help to fellow colleagues Being open to new ideas and going an extra mile to implement them CollaborationA value which is all about being boundary-less in approach by going beyond one s direct responsibilities to achieve functional and organizational goals It is about believing creating opportunities for self and others to improve working relationships Customer ObessionIt is not just about being Customer focused however it is being obsessed with delivering exceptional customer experience Proactively making extraordinary efforts to deliver superior quality output hence creating customer delight Growth MindsetA value which drives and defines us to challenge the status quo by being ambitious ready to put in extra efforts demonstrate courage to achieve exceptional results It is about seeking creating opportunities to invest in self fellow colleagues to sharpen their skills and cultivate high performing culture Job Summary NAKey Responsibilities Key Deliverables xc2xb7 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 xc2xb7 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 PBsxc2xb7 Shall adhere to agreed TATs on first customer contact and follow-ups from the date of the lead being registered xc2xb7 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 dayxc2xb7 Drive effectively the Reward and recognition programs launched for WMs and PBsxc2xb7 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 Plan Vs ActualJob Specifications xc2xb7 Master of Business Administration from a premier business school or equivalent xc2xb7 3-6 years of experience in Distribution Operations Wealth HNI and Affluent Channel Management Prior experience in insurance essential xc2xb7 Result Orientation Innovation Customer Centricity Problem Solving Decision Making Business Acumen Knowledge Skill Matrix xc2xb7 Relationship Management Effective Management of ProcessAdditional Information Optional NAJob Code PositionRelationship Manager - AffluentReporting ToDepartmentAxisFunctionAxis - Affluent BankingLocationBand5BWe Stand for CaringAn imperative value that emphasises on individuals who are extremely compassionate and demonstrate respect for people It is about being proactive to offer guidance and help to fellow colleagues Being open to new ideas and going an extra mile to implement them CollaborationA value which is all about being boundary-less in approach by going beyond one s direct responsibilities to achieve functional and organizational goals It is about believing creating opportunities for self and others to improve working relationships Customer ObessionIt is not just about being Customer focused however it is being obsessed with delivering exceptional customer experience Proactively making extraordinary efforts to deliver superior quality output hence creating customer delight Growth MindsetA value which drives and defines us to challenge the status quo by being ambitious ready to put in extra efforts demonstrate courage to achieve exceptional results It is about seeking creating opportunities to invest in self fellow colleagues to sharpen their skills and cultivate high performing culture Job Summary NAKey Responsibilities Key Deliverables xc2xb7 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 xc2xb7 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 PBsxc2xb7 Shall adhere to agreed TATs on first customer contact and follow-ups from the date of the lead being registered xc2xb7 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 dayxc2xb7 Drive effectively the Reward and recognition programs launched for WMs and PBsxc2xb7 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 Plan Vs ActualJob Specifications xc2xb7 Master of Business Administration from a premier business school or equivalent xc2xb7 3-6 years of experience in Distribution Operations Wealth HNI and Affluent Channel Management Prior experience in insurance essential xc2xb7 Result Orientation Innovation Customer Centricity Problem Solving Decision Making Business Acumen Knowledge Skill Matrix xc2xb7 Relationship Management Effective Management of ProcessAdditional Information Optional NA