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13/09 Kumaresh Singh
CEO at Mindreamers

Views:5 Applications:5 Rec. Actions:Recruiter Actions:1

Relationship Manager - BFS (7-10 yrs)

Jaipur/Rajasthan/Kota Job Code: 233340

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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