Ensure value build up & cross-sell in assigned base current account relationships
Job Responsibilities(JR) : Actionable
Customer Engagement • Customer engagement / personal visits at pre-
defined frequency
Customer Service • Specialized resource to pro-actively resolve customer queries, service requirements,
product customization, etc to ensure primary banking behaviour
Enhance Relationship Value Enhancement • Help customer with appropriate products to fulfil family and business banking needs,
including those of Group Firms, and thereby maximize relationship value
.
Product Penetration
Understand customers business profile /
requirements and fulfil needs via products/services such as Trade Finance /
Forex, Cash Management Services, POS
Machines / Payment gateway solutions,
doorstep banking, Loans, Life / General
Insurance etc.
Migration to Digital Platform • Migration of transactions to Digital Banking
Channels i.e. Net Banking/ E-Net, Mobile
Banking, Phone Banking, Insta-Alerts, Email
Statements etc as per customer profile / needs
/ preference
Central Initiatives • Maintaining portfolio health i.e. Account activation & balance maintenance
Ensure action on central triggers / customer service initiatives