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...