Sales and Service Management
Focus on excellent personalized service to PB customers by attending to PB customers various banking transaction needs while resolving problems/complaints within specified TAT
Actively identify and pursue sales opportunities by:

Expanding and growing new customer base & New Investment Account through referrals from existing PB customers or through personalized service recovery efforts
Growing existing relationship AUMs i.e. CASA & Fixed Deposits and ability to acquire new customers
Working with Wealth Management Office, Branch Operations, Customer Service Division, Lending Hubs to obtain comprehensive product updates that is exclusive to our affluent customers
Identifying cross-sell opportunities among existing PB customers as well as for relationship deepening
Promoting product bundles (where applicable) to higher cross-sell penetration and contribute to growth in bank’s revenue
Actively sourcing for new sales and leads ...