To handle customer service requirements like account opening, DMAT account opening, grievances, liability product selling, education on product features, cheque book issuance. |
Quality of advice given to customers as determined by customers and supervisor. |
Speed and efficiency of service given. |
Sales targets for bank and investment products. Going beyond the professed need of the customer by providing other products. Enhancement of customer value. |
Cross-sale of assets products. |
Back-up to relationship managers holding HNI relationships. |
Ensure low attrition ratios. |
Customer acquisition through referrals from existing customers. |
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THE ROLE (bold): |
REVENUE GENERATION, CUSTOMER ACQUISITION, CUSTOMER RETENTION, COST EFFICIENCY THROUGH PROCESS |
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