Sales and Service Management

• Focus on excellent personalized service to PB customers by attending to PB customers various banking transaction needs while resolving problems/complaints within specified TAT.
• Actively identify and pursue sales opportunities by:
• Expanding and growing new customer base & new investment account through referrals from existing PB customers or through personalized service recovery efforts.
• Growing existing relationship AUMs i.e. CASA & fixed deposits and ability to acquire new customers.
• Working with wealth management office, branch operations, customer service division, lending hubs to obtain comprehensive product updates exclusive to our affluent customers.
• Identifying cross‑sell opportunities among existing PB customers as well as for relationship deepening.
• Promoting product bundles (where applicable) to higher cross‑sell penetration and contributing to growth in bank’s reven...