Develop and maintain strong working relationship with the customers virtually
Retain existing clients through focused relationship management activities
Handle service quality and operational issues of the assigned portfolio
Facilitate in providing potential banking solutions based on identified needs of the client
To keep up to date with latest market trends, customer preferences, changing customers behavior patterns and new products, as well as regularly monitoring activity by key competitors
Sell & Cross sell bank’s products & services to achieve the financial targets
To be fully aware of all policies relating to operational risk, sales processes, anti-misselling, etc and comply with the same
To be responsible for ensuring up-to-date compliance, KYC and client profile for each client as well as, maintaining a high level of confidentiality at all times.