Responsible for managing a team of 6 to 15 Personal Bankers in order to ensure that the portfolio objectives like cross-sell, income, quality parameters and regular service interactions etc are met and the Prime customers are serviced properly.
Manage PB performance:
Ensure, the PB are actively tracking their leads in order to ensure the customer is met and the lead closed in a timely fashion
Service Quality & Customer Satisfaction
Ensure, the Personal Banker is engaging with all his customers regularly and in a proper manner by monitoring the PBs calls, review of CRM Next interactions and VOC calls.
Training & Refreshers
Ensure, the PB is up to date with product knowledge, in order to guide and service the customer properly
MIS - Reporting and Analysis
To effectively utilise MIS to draw trends for each PB, in order to have continuous improvement across all parameters and for reporting to UH/ Central team
Leading Private Sector Bank