Affluent / Burgundy Wealth Rm Job in Quotient Consultancy
Affluent / Burgundy Wealth Rm
- Ahmedabad, Gujarat
- Not Disclosed
- Full-time
Leading bank is looking for Affluent / Burgundy RM for across Gujarat location.
Locations: Baruch, Ankleshwar,Vallabh vidya nagar, Nadiad, Ahmedabad
Grade: Mgr
CTC: 9-12 lacs
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
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