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- RBB-Salary HNW Relationship Manager

Responsible for managing HNW customers of Top Corporates including Imperia, Preferred & Classic in Managed Programme and offering them a superior customer experience to enhance the profitability of the relationship by increasing the relationship size, cross selling the right products, acquiring family a/cs, Retaining, and enhancing the relationship. The RM is also responsible for acquiring new to Bank relationships.

Salary HNW RM will manage HNW Salary Customers. These Portfolios will be Preferred Hybrid portfolios and will manage IPC.

This will bring in specialization on specific product offers we have for large Corporates which is presently missing in Branch & Virtual HNW as Customers of multiple corporates are placed in one portfolio. This model will bring Efficiency in the RM servicing as multiple customers can be met in a single day in the same premises and will improve the engagement levels. 

These RMs will be based in the Branch nearest to the Office of the Corporate.

If the customer leaves the corporate, the Salary RM will follow the trail and keep the relationship alive with the customer. 

To be a one point contact for all his financial needs and services, thus enhancing current relationship value and wallet share which will further increase profitability from these relationships.