To source new salary accounts from the existing corporate base and deliver on meeting targets.)
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)
Engage with existing EBS customers (salary account holder) to increase penetration across various digital platforms (like Mobile banking application & Internet Banking) Additionally identify Wealth need and assist to open the Wealth account through mobile banking.
Generate open market business (Credit Cards, Personal Loans etc) through marketing events / promotions & lead based calling.
Maintain call reports, MIS & other tracking tools (HSBC Backend system SFE) , excel etc)
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. Also comply with KYC/ AML norms of the bank