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Banking / Financial Services Jobs
Affluent / Burgundy RM leading Bank For across Pune city Full Time
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