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Relationship Manager

Keywords / Skills : Insurance Sales, Relationship Manager, HNI, Sales, Insurance, HNI Client Handling, HNI Acquisition

3 - 6 years years
Posted: 2017-09-12

Industry
Banking/ Financial Services
Insurance
Function
Sales/ Business Development
Banking, Insurance & Financial Services
Role
Relationship manager
Education
MBA
Posted On
12th Sep 2017
Job Description
Experience: 3 to 6 years

Qualification: MBA

Location: Gurgaon

Job Responsibilities:


Relationship Management with the Axis Cluster Head also will be responsible for meeting sales target through Bank$B!G(Js Affluent Managers and Private Bankers and for maintaining relationships with their Supervisors.

• 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 , Keeping accurate record of referrals received from the WMs and PBs

• Shall adhere to agreed TATs on first customer contact and follow-ups from the date of the lead being registered.

• Responsible for increase bank$B!G(Js customer awareness about Life Insurance solutions and achieve the targeted penetration on cross sell within the branch$B!G(Js customer base, Shall approach him / herself at least 3 new prospects each day

Mandatory Experience:
3-6 years of experience in Distribution Operations, Wealth HNI and Affluent Channel Management, Prior experience in insurance essential.


About Company

Recruitment Agency
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