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 which 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.