Customer Engagement:- Continuous engagement with the portfolio customers mapped as per the contact policy, with accurate & complete capture of interaction details.- Call handling as per defined standards.- Accurate resolution for customer queries.- Promoting Digital Banking services for a superior customer service experience.- Profiling of customers in order to aid the right cross-servicing of Bank products- Accurate logging and resolution of complaints.- Attrition control of customers.- Regular interactions with the customers and proactively assessing customer needs.- Deepening relationships by cross-selling \'sticky products\' like Demat, Bill Pay, Advisory, etc. - Ensure portfolio quality of relationship while racing considering eligibility.- Monitor large amount movements and account closure from the deposit accounts.- Ensure retention of customers.Achievement of portfolio parameters :- Meet the defined objectives of the Portfolio managed by the respective VRM. Sales :- Right cross-sell of products basis profiling and engagement.- Penetration of products across groups.- Sales across all product segments-TPP, Assets, Cards, etc.- Acquiring & grouping all related IDs of the Primary ID. - Use of triggers to track the maturity of FDs, movement of CASA balances etc. and prevent outflow.- Ensure Staff is trained on product knowledge and requisite certifications.- Income to be generated at a customer level.Interaction Quality :- Achieve Quality benchmarks defined from time to time.- Complete and accurate capture of call interactions, including profiling thereby aiding relationship management.\xc2\xa06353131340 (WhatsApp) (ref:updazz.com)
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