Roles and Responsibilities
Continuous engagement with the portfolio customers as per the contact policy.(Contact Policy-Daily 30-35 unique customer calls along with Sales/Complaints follow up , if any)
Profiling of customer to be done on every customer engagement point.
Cross Sell of Banks products to engage and generate revenue from customers.
Ensure adherence to Bank's processes and audit requirements.
Ensure accurate and timely resolution of customer complaints with no /minimum escalations
Sales Objective:
Cross-sell of right product basis profiling and customer need
Sales across all product segments as offered by the Bank
Identifying and extending Programme Benefits to all family members as per Bank's objective
Deepening of existing relationships
Meeting sales objective and customer service delivery parameter