Affluent / Burgundy RM : Leading Bank : Pune

5 - 10 Years

Job Description


There is an urgent opening with leading Bank.

Designation : Affluent RM / Burgundy RM 
Location : Pune
CTC : Upto 10-12 Lacs


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

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

Please refer to the Job description above

Company Profile

Quotient Consultancy

Quotient Consultancy
View Contact Details+

Recruiter Name:Shrutika Surve

Contact Company:Quotient Consultancy



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