Customer Engagement: Customer engagement / personal visits at pre-defined frequency B.
Customer Service: Specialized resource to pro-actively resolve customer queries, service requirements, product customization, etc to ensure primary banking behaviour C.
Enhance Relationship Value Enhancement: Help customer with appropriate products to fulfil family and business banking needs, including those of Group Firms, and thereby maximize relationship value D.
Product Penetration: Understand customers business profile / requirements and fulfil needs via products/services such as Trade Finance / Forex, Cash Management Services, POS Machines / Payment gateway solutions, doorstep banking, Loans, Life / General Insurance etc.
Migration to Digital Platform: Migration of transactions to Digital Banking Channels i.
Net Banking/ E-Net, Mobile Banking, Phone Banking, Insta-Alerts, Email Statements etc as per customer profile / needs / preference F.
Central Initiatives: Maintaining portfolio health i.
Account activation & balance maintenance Ensure action on central triggers / customer service initiatives.
1. Sales and Influencing Skills
2. Banking Product & Process Knowledge
3. Planning and Organizing Skills
5. Knowledge of Competition & Current trends in financial Industry.