Burgundy Banking RM

Found in: Whatjobs IN C2 - 2 weeks ago


delhi, India MANZIL HR SERVICES Full time
JOB DESCRIPTION:-
Burgundy Banking 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. Burgundy 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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