Relationship Manager- Affluent Banking
full-time•Ponda
About this role
Function SummaryRelationship Manager - Affluent Banking will play a pivotal role in driving sales through Axis Bank's Affluent Banking Team. The candidate will work closely with Axis Affluent RMs, Customer Servicing teams, and other stakeholders to ensure timely delivery of high-value services and business targets.
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 PBsKey skills required
•Relationship Management,
•Effective Management of Process
•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
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 PBsKey skills required
•Relationship Management,
•Effective Management of Process
Requirements
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
Benefits
Industrial standardsWhat you'll do
- The Relationship Manager is responsible for managing sales through the Axis Bank Affluent Team and ensuring the timely delivery of high-value services. They will also train and develop the Affluent team on various product offerings and drive business targets.
About Ontrack HR Services Pvt LTD
At Ontrack, with unwavering focus on quality and consistency, we offer our clients comprehensive recruitment services. In the present dynamic corporate scenario, we constantly upgrade our skill set to not only meet the increasing demand for right talent but also put in all effort to ably match the prerequisites specified by clients. We have the following services in place.
• Temporary Staffing
• Permanent Staffing
• Payroll Outsourcing
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Frequently Asked Questions
What does a Relationship Manager- Affluent Banking do at Ontrack HR Services Pvt LTD?
As a Relationship Manager- Affluent Banking at Ontrack HR Services Pvt LTD, you will: the Relationship Manager is responsible for managing sales through the Axis Bank Affluent Team and ensuring the timely delivery of high-value services. They will also train and develop the Affluent team on various product offerings and drive business targets..
Is the Relationship Manager- Affluent Banking position at Ontrack HR Services Pvt LTD remote?
The Relationship Manager- Affluent Banking position at Ontrack HR Services Pvt LTD is based in Ponda, Goa, India. Contact the company through Clera for specific work arrangement details.
How do I apply for the Relationship Manager- Affluent Banking position at Ontrack HR Services Pvt LTD?
You can apply for the Relationship Manager- Affluent Banking position at Ontrack HR Services Pvt LTDdirectly through Clera. Click the "Apply Now" button above to start your application. Clera's AI-powered platform will help match your profile with this opportunity and guide you through the application process.