There is an urgent opening with leading Bank.
Designation : Affluent RM / Burgundy RM
Location : Pune
CTC : Upto 10-12 Lacs
SALES AND PORTFOLIO HANDLING PROFILE.
SALES - Wealth Products
Job Description :
1. Achieve % Cumulative Daily Average Balance - CDAB Deepening in Mapped Existing Customer Book.
2. Achieve the New To Bank - NTB CDAB Target from self-sourced accounts.
3. 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.
4. Improve Customer Activation % by sale of defined hooks in the mapped portfolio Customer Feedback Score.
5. Training on modules like Wealth Management, Portfolio Building, Financial Planning, etc
Interested candidate can revert back with updated resume on firstname.lastname@example.org
Any query can call Shrutika 022-40697708 / 9137236763
Salary: INR 7,00,000 - 10,00,000 P.A.
Industry:Banking / Financial Services / Broking
Functional Area:Sales, Retail, Business Development
Role Category:Retail Sales
Role:Sales/Business Development Manager
Employment Type:Permanent Job, Full Time
Desired Candidate Profile
Recruiter Name:Shrutika Surve
Contact Company:Quotient Consultancy