No. of Positions : 5

Department : Axis

Reporting to : Zone Head Affluent Banking

Job Summary :

The job holder is a key member of affluent team and responsible for managing the Sales though the Axis Bank Affluent and Burgundy Team

The job holder will work closely with the RM of Axis Affluent team Customer Service and across the business to ensure the timely delivery of high value, compliant and high quality services.

Key Responsibilities :

- Relationship Management with the Axis Cluster Head also will be responsible for meeting sales target through Bank (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 (Js customer awareness about Life Insurance solutions and achieve the targeted penetration on cross sell within the branch, 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

- Shall train the WMs and PBs regularly on concepts in life insurance and new product introductions.

Desired qualification and experience :

- Master of Business Administration from a premier business school or equivalent.

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

- Result Orientation, Innovation, Customer Centricity, Problem Solving & Decision Making, Business Acumen

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