Senior Wealth Relationship Manager

Quotient Consultancy
  • Ahmedabad, Mumbai, Pune, Navi Mumbai
  • Confidential
  • 5-8 years
  • 19 Oct 2015

  • Sales/ Business Development/ Account Management, Investments

  • Insurance, Banking - Retail
Job Description

The job description is as follows :

-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.

-Achievement 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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Quotient Consultancy