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Relationship Manager - Affluent Banking
2-6 years
Meerut
1 vacancy
Relationship Manager - Affluent Banking
Max Life Insurance
posted 4mon ago
Job Role Insights
Flexible timing
Key skills for the job
Job Description
- Will be responsible for meeting sales target through Bank s FOS.
- Will be responsible for maintaining relationships with all constituents in the Bank Branch
- Keeping accurate record of referrals received form all constituents in the bank branch.
- Shall adhere to agree TATs on first customer contact and follow-ups from the date of the lead being registered.
- Shall approach him/herself at least 5 new customers in the bank branch each day.
- Increasing bank s customer awareness about Life Insurance solutions and achieve the targeted penetration on cross sell within the branch s customer base.
- Drive effectively the Reward and recognition programs launched for the bank staff.
- Shall train the bank staff regularly on concepts in life insurance and new product introductions.
- Achieving Business Target milestones - AFYP / Blended premium, and no. of cases.
- Relationship with Bank Branch Manager
- Effective Lead generation and meet value / number targets
Employment Type: Full Time, Permanent
Functional Areas: Banking/Insurance
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What Relationship Manager at Max Life Insurance are saying
Rating based on 115 Relationship Manager
reviews
Anonymous · Customer Success, Service & Operations
in Bathinda
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
- Skill development - Good
Some salary and incentives
Relationship Manager salary at Max Life Insurance
What Max Life Insurance employees are saying about work life
Max Life Insurance Benefits
Job Training 
Soft Skill Training 
Health Insurance 
Work From Home 
Team Outings 
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