Affluent / Burgundy Rm : Leading Bank For Across Pune City Job in Quotient Consultancy

Leading bank is looking for Affluent / Burgundy RM for across Pune location.

Grade Sr Mgr

CTC: upto 14 Lacs( on case to case basis)

Age: upto 35 yrs only

Interested candidates pl do share your updated resume with Deepa on quotientjob@gmail.com

Brief background of the job

Achieve % Cumulative Daily Average Balance - CDAB Deepening in Mapped Existing Customer Book.Achieve the New To Bank - NTB CDAB Target from self-sourced accounts.Achievement of New Wealth Customer ID Acquisition Target.Achievement of the Points Target from Life Insurance - LI, General Insurance - GI, Mutual Funds - MF, Gold, Axis Direct and Alternate Products.Achievment of points target from Non-Life Insurance - LI IPG Points.Other Cross Sell Points - through Loans, FD, Forex, Cards, Remittances, etc.Improve Customer Activation % by sale of defined hooks in the mapped portfolio
Customer Feedback Score.Training on modules like Wealth Management, Portfolio Building, Financial Planning, etc