DM/Manager/Senior Manager - RM - Wealth/Burgundy/Select - BFSI

Select Relationship Manager/Wealth Relationship Manager/Burgundy Relationship ManagerJ

Job title : Wealth RM/Select RM/ Burgundy RM

Department : Affluent

Position / Grade : Deputy Manager, Manager,Senior Manager

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.

- Achievement 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

Candidate requirements :

Educational qualification : Graduate/Post Graduate

Professional experience : 2 - 9 Years

Age Up to 35 years