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Job Location | Ahmedabad |
Education | Not Mentioned |
Salary | Rs 9 - 12 Lakh/Yr |
Industry | Banking / Financial Services |
Functional Area | Finance / Accounts / Tax |
EmploymentType | Full-time |
Leading bank is looking for Affluent / Burgundy RM for across Gujarat location.Locations: Baruch, Ankleshwar,Vallabh vidya nagar, Nadiad, AhmedabadGrade: Mgr CTC: 9-12 lacs Interested candidates pl do share your updated resume with Deepa on quotientjob@gmail.comBrief background of the jobAchieve % 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 portfolioCustomer Feedback Score.Training on modules like Wealth Management, Portfolio Building, Financial Planning, etc ,
Keyskills :
mutual fundslife insurancegeneral insurancewealth managementfinancial planningmilestones professionalgoldforexloanscardshookswealthresumebalanceplanningaffluentinsuranceportfolio