Job Description

Position

Relationship Manager Affluent

Incumbent

Name

Department

Axis

Function

Axis Affluent Banking

Reporting to

Zone Head Affluent Banking

Band

5B /

Location

XYZ

Team size (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 Banks 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 banks customer awareness about Life Insurance solutions and achieve the targeted penetration on cross sell within the branchs 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

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 Affluent

Incumbent

Name

Department

Axis

Function

Axis Affluent Banking

Reporting to

Zone Head Affluent Banking

Band

5B /

Location

XYZ

Team size (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 Banks 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 banks customer awareness about Life Insurance solutions and achieve the targeted penetration on cross sell within the branchs 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

Org Chart:-

NRH

Head - Affluent Banking

Regional Head Affluent Banking

Relationship Manager/ Snr Relationship Manager Affluent Banking / Area Manager Affluent Banking