Relationship Manager - BFS (7-10 yrs)
Relationship Manager
Key Responsibilities :
- Quarterly sourcing of CASA Value of 3 Cr. (Maintained M + 2 Level).
- Monthly Sourcing of 4 NTB according to IPC
- Monthly Sourcing of Family Relationship : 1 Relationship
- Quarterly sourcing of incremental RFD/BFD at 3 crore for 1 quarter and more
- 100% of all clients acquired by self to be activated on Mobile App & Net Banking platforms.
- Cross Sell of imperial accounts to the managed portfolio / Authorised signatories of premium accounts / Institutional accounts
- Fee target be at 1lac LI(2 NOP) & 25K HI & per month
- 1 group insurance in each quarter
- Conversion of existing FD clients to CASA on the mapped book.
- 50% M0 & 50% Deepening
- MOSL Account: 2
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