Affluent / Burgundy - Wealth RM - Leading Bank @ Quotient Consultancy

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Affluent / Burgundy - Wealth RM - Leading Bank

Quotient Consultancy
3 to 8 Yrs
Ahmedabad
5 years ago
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Job Description

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 qu********b@gm**l.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

Employement Category:

Employement Type: Full time
Industry: Banking / Financial Services
Role Category: Finance / Accounts / Tax
Functional Area: Not Applicable
Role/Responsibilies: Affluent / Burgundy - Wealth RM - Leading Bank

Contact Details:

Company: Quotient Consultancy
Location(s): Ahmedabad

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Attach ResumeMax 2.38 MB (RTF, PDF, DOC, DOCX formats only parsed)

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Affluent / Burgundy - Wealth RM - Leading Bank @ Quotient Consultancy

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