Job Title-Customer Experience Executive

Handling instructions from customers within stipulated TAT and help them migrate to digital platforms. Ensure all queries are handled carefully.

Actively participate in Branch operations and sales equally to ensure Branch sales target are met.

Cross selling & Up-selling of banking and third party products at Welcome desk to help with lead generation to the branch.

Managing assigned portfolio of min 50 customer while ensuring growth in revenue.

Database Calling to customers per day while ensuring maximum knowledge sharing and understanding/recording the grievances with goal of providing solution.

Ensuring compliance of Banking norms for all day-to-day activities and transaction as per the bank laid process.

Job Title-Personal Banker Classic

Actively participate in Branch operations and sales equally to ensure Branch sales target are met.

Promote and sell banking products such as Current Accounts, Saving Accounts, Life Insurance, Retail Assets, Business Assets, DSHL, Credit Cards Mutual Funds and Fixed Deposits.

Achieve assigned sales targets by proactively identifying opportunities to cross-sell and promoting banking products to existing and potential clients. Address and resolve classic customer inquiries, concerns and issues promptly, ensuring a satisfactory customer experience.

Conduct frequent field visits to engage with clients while ensuring touch base with each client at least once in 2 months and mandate of at least 6 joint visits in a month.

Monthly Revenue generation by overall value enhancement of existing customer base and generating new business by increasing the mapped portfolio size.

Collaborate with the branch team and cross vertical as well to achieve overall branch sales targets.

Job title-PB-Teller Auth

Supervising and monitoring branch transactions and sales in order to enhance the value of existing accounts and retention of existing portfolio

• Supervise & monitor Personal Banker desks and contract sales staff
• Branch administration
• Lobby Management
• Ensure quality customer service is delivered
• Resolution of customer queries/complaints
• Customer service to ensure walk in customers issues
• Monitor Staff productivity and give guidance on improving the same in conjunction with the Branch Manager
• Monitoring of dummy accounts, suspense accounts, deferred accounts, accounts payable/ receivable
• Branch Operations and Audit Compliance
• Branch Merchandising
• Generate business, cross sell and monitor cross sales of Personal Bankers
• Generate leads for Third Party Products to the customers
• Ensure that all tellers are adequately trained on the Products of the bank.

Job Title-Preferred Relationship Manager

Actively participate in Branch operations and sales equally to ensure Branch sales target are met.

Managing and increasing the portfolio of existing customers mapped and build lasting relationships with our valued Preferred customers, individuals with significant financial assets and a minimum average monthly balance of Rs. 2 lakhs in one account or an average of Rs. 2 lakhs across family Preferred group accounts.

Recommend tailored financial solutions , including investment strategies,asset allocation,and risk management plans. Proactively offer new products and services that align with their needs and contribute to their financial growth.

Review and access the clients portfolio, to align basis market condition and client objective.

Cross selling & Up-selling of banking and third party products to contribute to Branch overall targets.

Generate leads through Catchment Working, Referrals and Working on the internal databases.

Conduct frequent field visits to engage with clients while ensuring touch base with each client at least once in 2 months and mandate joint visits in a month.

Participate in Local Marketing promotional activities of the Branch for Business Acquisition and fully responsible to get Values in the Self sourced Accounts.

Customers connect and visits per day while ensuring maximum knowledge sharing and understanding/recording the grievances with goal of providing solution.

Adherence of KYC/AML in true spirit while acquisition of new accounts.

Monthly revenue generation from various bank products viz. UFD, Credit Card, Demat, Mutual Funds, SIP, Other Deposits and Life insurance. Credit Card, Demat, etc