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Kanchan Gupta

Senior Key Account Manager at Impeccable HR Consultants Pvt. Ltd.

Last Login: 10 May 2024

Job Views:  
1747
Applications:  36
Recruiter Actions:  0

Job Code

255754

Senior Manager - Affluent Relationship Manager - BFSI

5 - 9 Years.Kolkata
Posted 8 years ago
Posted 8 years ago

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

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Posted By

user_img

Kanchan Gupta

Senior Key Account Manager at Impeccable HR Consultants Pvt. Ltd.

Last Login: 10 May 2024

Job Views:  
1747
Applications:  36
Recruiter Actions:  0

Job Code

255754

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