Focus on excellent personalized service to PB customers by attending to their banking transaction needs and resolving problems/complaints within specified TAT.
Actively identify and pursue sales opportunities by:
Expanding and growing new customer base and new investment accounts through referrals from existing PB customers or personalized service recovery efforts.
Growing existing relationship AUMs, i.e. CASA & Fixed Deposits, and acquiring new customers.
Working with the Wealth Management Office, Branch Operations, Customer Service Division and Lending Hubs to obtain comprehensive product updates exclusive to affluent customers.
Identifying cross‑sell opportunities among existing PB customers and deepening relationships.
Promoting product bundles (where applicable) to achieve higher cross‑sell penetration and contribute to the bank’s revenue growth.