Relationship Manager
1 month ago
RM - Wealth (In a top leading Bank)
- Relationship Manager the single point relationship management official of the Bank for the HNI Customers in the HNI Banking Segment of Bank.
- Responsible for deepening the existing relationships by cross selling of Bank's products and Services/ third party investment products. Affluent RM also enhances the book through new customer acquisitions.
- Also involved in increasing customer engagement through other nonInvestment products like Forex, Remittances, Loans, etc. to the new and existing customers.
- Achieve % Cumulative Daily Average Balance - CDAB Deepening in Mapped Existing to Bank - ETB Book
- Achieve the New to Bank
- NTB CDAB Target from self-sourced accounts.
- Achievement of the Points Target from Life Insurance - LI, General Insurance - GI, Mutual Funds - MF, Gold, Axis Direct and Alternate Revenue Products.
- Achievement of points target from Non-Life Insurance - IPG Points - Other Cross Sell Points - through Loans, Fixed Deposit - FD, Forex, Digital active
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Customer Relationship Manager
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Relationship Manager
4 weeks ago
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