Ø Acquiring, growing and deepening of customer relationships through effective relationship management,
Ø Provide professional customer service to achieve a high percentage of customer satisfaction and retention.
Ø Manage the portfolio to de-risk against attrition and achieve stability of book.
Ø Have complete knowledge of the customer base in terms of the profile, demographics & psychographics and assets in the Bank and in other places.
Ø Serve as the one-point contact to the High Net Worth customers of the Bank SALES
Ø Generate new business to achieve defined targets in terms of no. of customers, volumes and revenue
Ø Achieve the Targets set in terms of product mix
Ø Induction of all new customers brought in by the Branches & Direct Sales team.
Ø Achieve "best in class" productivity in order to maximize the efficacy of the sales process.
Ø Achieve the budgeted cross sell targets.
Ø Aggressive Sales call plans to acquire large prospective customers through referrals.
Ø Ensure coverage of customer base in accordance with the approved contact plans. SALES MIS
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