To deliver exceptional sales performance by identifying and meeting customer needs through selling &
cross-selling of all Banks CBG products services. To manage maintain the highest customer
satisfaction levels through pro-active client engagement relationship management.
Job Duties & Responsibilities
- Manage customer’s issues on service or investment needs. Escalate if required. Probe and identify requirements to provide appropriate solutions to customers.
- Ensure complete knowledge on all products services. Be the leader for resolving all queries complaints. Ensure full training briefing on all product launches upgrades.
- Research complaints compliments. Analyze suggest innovations & ideas on product & service
- improvement in addition to service level improvements.
- Keep attuned to the current economic and financial markets so as to be current and proficient in attending to customers’ queries.
- Work hand in hand with fellow CBG RMs, Service Manager and TRE to ensure that all objectives of the team are met and there is team harmony and unity.
- Working with the Branch Heads to achieve sales & service through in-branch business development activities, and providing feedback to the team.
- Ensure compliance with operations risk and rigour requirements e.g. Health & Safety standards, security of premises, KYC and anti-money laundering measures.
- Establish Bank as a wealth management provider in India. Undertake frequent competitor analysis so that product suite is in line with (or ahead of) competing banks. These updates to be shared with seniors at regular intervals. Also suggest local promotional activities that will help reinforce the brand.
- Keep attuned to the current economic and financial markets so as to be current and proficient in attending to customers’ queries.
- Work hand in hand with other business units to ensure that the objectives of the team are met and there is team harmony and unity.
- Facilitate the distribution of third-party investment products to customers, after taking into consideration the risk profile and investment objectives of the said customer. This will entail constant interaction with the asset management companies customers.
