Portfolio Account Opening Sales Relationship Officer Customer Relationship
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