JOB ROLE :
- Handle customer service requirements like account opening, DMAT account opening, grievances, liability product selling, liability on product features, Cheque book insurance.
- Speed and efficiency of service given
- Sales targets for banks and investment products.
- Going beyond the professional need of the customer by providing other products. Enhancement of customer value
- Cross-sale of asset products
- Back-up to relationship managers holding HNI relationship
- Customer acquisition through referrals
- Equal blend of service and sales orientation. In absence of equality, prefer sales orientation as a skew
- Thorough understanding of banking
- Customer Retention
Cost Efficiency Through Process