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Amit Kapoor

Chief Consultant at Manzil HR Services

Last Login: 23 April 2024

Job Views:  
211
Applications:  58
Recruiter Actions:  47

Job Code

1397016

Relationship Manager - Wealth - Bank

8 - 19 Years.Bangalore/Mumbai/Hyderabad/Lucknow/Patna
Posted 1 month ago
Posted 1 month ago

RM - Wealth (In a top leading Bank)

- Relationship Manager the single point relationship management official of the Bank for the HNI Customers in the HNI Banking Segment of Bank.

- Responsible for deepening the existing relationships by cross selling of Bank's products and Services/ third party investment products. Affluent RM also enhances the book through new customer acquisitions.

- Also involved in increasing customer engagement through other nonInvestment products like Forex, Remittances, Loans, etc. to the new and existing customers.

- Achieve % Cumulative Daily Average Balance - CDAB Deepening in Mapped Existing to Bank - ETB Book

- Achieve the New to Bank

- NTB CDAB Target from self-sourced accounts.

- Achievement of the Points Target from Life Insurance - LI, General Insurance - GI, Mutual Funds - MF, Gold, Axis Direct and Alternate Revenue Products.

- Achievement of points target from Non-Life Insurance - IPG Points - Other Cross Sell Points - through Loans, Fixed Deposit - FD, Forex, Digital active

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Posted By

user_img

Amit Kapoor

Chief Consultant at Manzil HR Services

Last Login: 23 April 2024

Job Views:  
211
Applications:  58
Recruiter Actions:  47

Job Code

1397016

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