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Sonal

Team Leader at Radford Global

Last Login: 06 April 2016

Job Views:  
3886
Applications:  65
Recruiter Actions:  5

Job Code

275895

Relationship Manager - Burgundy - Bank

2 - 9 Years.Mumbai
Posted 8 years ago
Posted 8 years ago

We are currently looking for Burgundy RM with a leading bank based in Mumbai:

Role:

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, Goldand 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

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Posted By

user_img

Sonal

Team Leader at Radford Global

Last Login: 06 April 2016

Job Views:  
3886
Applications:  65
Recruiter Actions:  5

Job Code

275895

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