Handle Privy outbound calls and engage with premium customers professionally.
Schedule and coordinate customer interactions while managing relationship-based banking services.
Differentiated training to become universal phone banking officers with cross-training in cards, liabilities, and assets.
Promote and sell banking products such as credit cards, loans, insurance, and liability products based on customer requirements.
Achieve assigned sales targets through effective cross-selling and upselling of banking products and services.
Ensure customer delight and provide a consistent service experience, including timely resolution of customer queries/issues.
Maintain and complete logs/reports specified by the process.