Burgundy/affluent(wealth) RM : Leading Bank : Mumbai,pune

5 - 10 Years
Mumbai, Pune

Job Description

Burgundy/Affluent(Wealth) RM : Leading Bank : Mumbai,Pune

Grade : DM/M/SM

Location : Mumbai,Pune

Max Age : 36 years


Location : Across Mumbai,Pune


Pre-requisite :

-Prior expereince in banking products like Mutual Funds, Insurance, Dmat, PMS, etc is mandatory
- Only local Mumbai/Pune candidates may apply; Relocation cases will not be considered.
-Candidate should be currently working.
-Need to possess good in Presentation and Communication


The job description is as follows :  
-Deepening in Mapped Existing Customer Book.
-Achieve % Cumulative Daily Average Balance - CDAB
-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


Salary: INR 8,00,000 - 14,00,000 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

Keyskills

Desired Candidate Profile

Please refer to the Job description above

Company Profile

Quotient Consultancy

A leading recruitment firm
View Contact Details+

Recruiter Name:Prachi

Contact Company:Quotient Consultancy

Telephone:02240697710

Email :qcnaukri5@gmail.com

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