- To handle customer service requirements like account opening, DMAT account opening, grievances, liability product selling, education on product features, cheque book issuance.
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- Quality of advice given to customers as determined by customers and supervisor.
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- Speed and efficiency of service given.
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- Sales targets for bank and investment products. Going beyond the professed need of the customer by providing other products. Enhancement of customer value.
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- Cross-sale of assets products.
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- Back-up to relationship managers holding HNI relationships.
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- Ensure low attrition ratios.
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- Customer acquisition through referrals from existing customers.
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