Affluent/ Burgundy(wealth) RM : Leading Bank : Mumbai/pune

6 - 11 Years
Mumbai, Pune

Job Description

Urgent opening for Affluent/ Burgundy(Wealth) RM : Leading Bank : Mumbai/Pune

Contact : Ms. Prachi with updated CV on 40697710

CTC : 8 lpa to 15 lpa

Grade : M/SM/AVP

Job Location : Mumbai/Pune

Max Age : 36 yrs

Pre-Requisite :

Local Mumbai/Pune candidate having 6 plus years of experince in sale of wealth products with leading banks & NBFCs

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

Salary: INR 8,00,000 - 15,00,000 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

A leading BSFI recruitment firm
View Contact Details+

Recruiter Name:Prachi

Contact Company:Quotient Consultancy