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Engaged Employer

Max Life Insurance

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4.1

based on 5.1k Reviews

230 Max Life Insurance Jobs

Relationship Manager - Affluent Banking

Max Life Insurance Company Limited

4.1

based on 5.1k Reviews

3-6 years

₹ 2.5 - 5.6L/yr (AmbitionBox estimate)

Chennai

1 vacancy

Relationship Manager - Affluent Banking

Max Life Insurance

posted 11hr ago

Job Role Insights

Flexible timing

Key skills for the job

Private Banking Business Administration Penetration Testing Relationship Management Branch Banking Channel Management

+ 2 more

Job Description

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 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 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

Persistency-

15th month Persistency (%) - >82.5 (By Value)

Joint Calls /Effective Management of Process-

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

Employment Type: Full Time, Permanent

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Max Life Insurance Interview Questions & Tips

Prepare for Max Life Insurance Relationship Manager roles with real interview advice

What people at Max Life Insurance are saying

4.1

Rating based on 110 Relationship Manager reviews

Anonymous · Customer Success in Bathinda, Punjab

Likes

Great palace to work, supervisor's/hierarchy level staff is friendly, great work and personal life balance, only issue is salary/insensitive is less as early I had expected

Dislikes

Some salary and incentives

Read 110 reviews