Affluent / Burgundy Wealth Rm Job in Quotient Consultancy

Leading bank is looking for Affluent / Burgundy RM for across Gujarat location.

Locations: Baruch, Ankleshwar,Vallabh vidya nagar, Nadiad, Ahmedabad

Grade: Mgr

CTC: 9-12 lacs

Interested candidates pl do share your updated resume with Deepa on [email protected]

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.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