Focus on excellent personalized service to PB customers by attending to 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 accounts through referrals from existing PB customers or personalized service recovery efforts.
Grow existing relationship AUMs (CASA & Fixed Deposits) and acquire new customers.
Work with Wealth Management Office, Branch Operations, Customer Service Division, Lending Hubs to obtain comprehensive product updates exclusive to affluent customers.
Identify cross‑sell opportunities among existing PB customers for relationship deepening.
Promote product bundles to achieve higher cross‑sell penetration and contribute to revenue growth.
Actively source new sales and leads within internal database and cross‑referrals from , SME...