Affluent / Burgundy – Wealth RM – Leading Bank : Gujarat locations

Hiring for Leading and largest private bank

from 3 to 8 year(s) of Experience
₹ 9,00,000 - 12,00,000 P.A.

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

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    

Role:Client Relationship Manager

Salary: 9,00,000 - 12,00,000 P.A.


Functional Area:Sales, Retail, Business Development

Role Category:Channel Sales

Employment Type:Full Time, Permanent

Key Skills
Skills highlighted with ‘‘ are preferred keyskills



PG:Any Postgraduate in Any Specialization


Company Profile

Quotient Consultancy

Leading and largest private bank

Company Info
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Contact Company:Quotient Consultancy