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Relationship Manager - Affluent Banking A @ Mitram Manpower

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 Relationship Manager - Affluent Banking A

Job Description

Job description

Key Responsibilities/ Key Deliverables:

 

  • 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
  • Drive effectively the Reward and recognition programs launched for WMs and PBs
  • 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 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

Employement Category:

Employement Type: Full time
Industry: Insurance
Role Category: Sales / BD
Functional Area: Not Applicable
Role/Responsibilies: Relationship Manager - Affluent Banking A

Contact Details:

Company: Mitram Manpower
Location(s): Multi-City, India

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Keyskills:   bancassurance sales hni banking hni sales hni client handling

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₹ 2.0 - 9 Lakh/Yr

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Mitram Manpower

Mitram Manpower Solution Private Limited