- Connect with assigned customers as per defined contact policies
- Deliver a high-quality digital banking experience
- Understand customer requirements and recommend suitable products
- Handle inbound/outbound calls as per quality standards
- Resolve customer queries within defined timelines
- Promote digital banking services for enhanced customer convenience
- Maintain accurate records of customer interactions in CRM systems
- Address and resolve customer complaints effectively
- Build long-term customer relationships
- Ensure customer retention and minimize attrition
Sales & Portfolio Management:
- Achieve assigned sales and portfolio targets
- Cross-sell and up-sell banking products (TPP, Assets, Cards, etc.)
- Profile customers to identify sales opportunities
- Ensure eligibility and compliance before offering products
- Monitor key account activities and report as required
- Process customer requests and transactions accurately