Designation : Affluent RM / Burgundy RM
Location : Pune
CTC : Upto 10-12 Lacs
SALES AND PORTFOLIO HANDLING PROFILE.
SALES - Wealth Products
1. Achieve % Cumulative Daily Average Balance - CDAB Deepening in Mapped Existing Customer Book.
2. Achieve the New To Bank - NTB CDAB Target from self-sourced accounts.
3. 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.
4. Improve Customer Activation % by sale of defined hooks in the mapped portfolio Customer Feedback Score.
5. Training on modules like Wealth Management, Portfolio Building, Financial Planning, etc.