Transaction Banking -Relationship Manager

Quotient Consultancy
  • Mumbai
  • 4-9 lakh
  • 1-6 years
  • Views
  • 14 Jul 2017

  • Sales/ Business Development/ Account Management

  • Financial Services/ Capital Markets
Job Description

1. Selling Current Account / CMS/ forex products to the client
2. Deepening the ETB and achieving the NTB targets
3. Customer Coverage
4. Should carry good communication skills for managing client relationship Achieving incremental ETB and NTB CA CDAB target Achieving NII+ Fee (exchange, commission) from trade
and forex products
To achieve x% increase in PPC of mapped book Operational and Compliance guidelines

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, 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
have to be maintained.

Job Posted By

Amogha .

About Organisation

Quotient Consultancy