Affluent Relationship Manager : Kolhapur

3 - 8 Years
Kolhapur

Job Description

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

Salary: Not Disclosed by Recruiter

Industry:Banking / Financial Services / Broking

Functional Area:Sales, Retail, Business Development

Role Category:Institutional Sales

Role:Sales/Business Development Manager

Keyskills

Desired Candidate Profile

Please refer to the Job description above

Company Profile

Skill Ventory

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