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
💡 Quick Summary
Seeking a career-building opportunity? The Hiring Affluent Relationship Manager with a Leading Bank position is now open for candidates interested in the Bank Jobs sector. This role in Ahmedabad offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
