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 (ref:updazz.com)
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