To source new EBS accounts from the existing corporate base and deliver on meeting NTB targets.
Wealth – Engage with existing EBS customers and helping them identify their wealth needs ( eg digital wealth management account onboarding & new investment )
To cross-sell asset products of the bank, namely, Home Loans (via referral), Personal Loans & Cards.
To cross-sell Insurance products (Successful referral through simplified insurance journey)
To engage with existing credit card customers and work towards spend activation of the same.
Engage with existing EBS customers to increase penetration across various digital platforms (eg Mobile X & PIB)
Generate open market business (Credit Cards, Personal Loans etc) through marketing events / promotions & lead based calling.
Maintain call reports, MIS & other tracking tools (eg LMS, RMS SFE etc) as required.
To respond to customer complaints in a timely manner and to customer satisfaction
Ensure all sourcing meets quality benchmarks as per the performance thresholds shared (salary thresholds, input defects, sourcing caps etc)
Deliver fair outcomes for our customers and ensure own conduct maintains the orderly and transparent operation of financial markets
To ensure the KYC/AML norms of the bank are complied with at all times.
