KEY RESPONSIBILITIES:
· Sales and customer
relationship management
- Generate income by
cross-selling products across assets, CASA and third party product segments to
customers mapped as per portfolio
- Contact unique set of around 30-35 customers of the portfolio
every day to focus on customer service and relationship management
- Call handling as per defined standards
- Customer profiling and service
· Customer engagement
- Continuous engagement and connect with the portfolio customers
with accurate & complete capture of interaction details.
· Promotion of Digital
Banking Platforms
- Promotion of digital
platforms to ensure easy access to banking transactions and create awareness of
technology enabled initiatives for a superior customer experience
· Complaint Management
- Coordination with
respective team managers, sales managers and complaints managers for 100%
accuracy on complaint management and resolution within a stipulated time frame
· Audit and Service Quality
- Ensure all laid down
systems and process are followed as stipulated by audit and senior management
- Ensure accurate and timely
submission of financial transactions and requests.
- Achieve quality benchmark
defined as per target
· MIS Reporting
- Ensure timely submission
of customer base review reports
- Adherence to set processes
for updating customer interactions in CRM
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