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Relationship Manager - Affluent Banking

Axis Max Life Insurance

unknownPosted Jul 15, 2026
Posting intelligenceActively listed

About the role

Function SummaryRelationship Manager - Affluent Banking will play a pivotal role in driving sales through Axis Bank's Affluent Banking Team. The candidate will work closely with Axis Affluent RMs, Customer Servicing teams, and other stakeholders to ensure timely delivery of high-value services and business targets.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 PBsKey skills required•Relationship Management, •Effective Management of ProcessDesired 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

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