Relationship Manager

Job Description
Position
Relationship Manager / Snr Relationship Manager Affluent/Area Manager Affluent
Incumbent
Name
Department
Axis
Function
Axis Affluent Banking
Reporting to
Zone Head Affluent Banking
Band
5B / 4 / 4A
Location
XYZ
Team (D/I)
Individual
JOB SUMMARY :-
The job holder is a key member of affluent team and responsible for managing the Sales though the Axis Bank Affluent Team
And will work closely with the RM of Axis Affluent team, Customer Servicing and to ensure the timely delivery of high value, compliant high quality services, ensure delivery of business and training of Axis Affluent Team.
KEY RESPONSIBILITIES:-
• 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 (%) - 82.5 (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

Org Chart:-
NRH
?
Head - Affluent Banking
?
Regional Head Affluent Banking
?
Relationship Manager/ Snr Relationship Manager Affluent Banking / Area Manager Affluent Banking
Job Description
Position
Relationship Manager / Snr Relationship Manager Affluent/Area Manager Affluent
Incumbent
Name
Department
Axis
Function
Axis Affluent Banking
Reporting to
Zone Head Affluent Banking
Band
5B / 4 / 4A
Location
XYZ
Team (D/I)
Individual
JOB SUMMARY :-
The job holder is a key member of affluent team and responsible for managing the Sales though the Axis Bank Affluent Team
And will work closely with the RM of Axis Affluent team, Customer Servicing and to ensure the timely delivery of high value, compliant high quality services, ensure delivery of business and training of Axis Affluent Team.
KEY RESPONSIBILITIES:-
• 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 (%) - 82.5 (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

Org Chart:-
NRH
?
Head - Affluent Banking
?
Regional Head Affluent Banking
?
Relationship Manager/ Snr Relationship Manager Affluent Banking / Area Manager Affluent Banking