Verified Job
Accounting - Finance
Hiring Affluent Relationship Manager with a Leading Bank
Accounting - Finance
#201809
Remote / WFH
Job Description
Roles and Responsibilities
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
Desired Candidate Profile
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
Desired Candidate Profile
