Work as a Back-up and support RM to 2-3 Exclusive RMs and help in broadening Client Coverage of their mapped base
Meet customers mapped to these RMs and enhance relationships to achieve higher balance deepening and product penetration
Do Profiling of Mapped customers to attain complete knowledge of the base in terms of family, demographics& customer lifestyle and also product relationships with other banks
Become a one point contact from mapped customers on their service requests/ issues - use the Service support system to put customer requests into the system and track for closure to increase customer satisfaction and retention.
Monitor Daily account Balances and maintain book stability through immediate client intervention on accounts which demonstrate balance depletion / attrition propensity
Help to Grow CASA Book by opening Exclusive Family Accounts of Primary customers and Grouping them together
Use relationships with mapped customers to get quality references for new Exclusive accounts
Upgrading customers maintaining high balances to Exclusive program to increase client engagement and loyalty and impact retention of wallet share
Increase the Client stickiness and Product Penetration by cross-selling low complexity products like Health/ General Insurance, Card Upgrades, Lockers etc.
Increase Client Engagement and CASA Balances by activating customers on Direct Transaction Channels of the bank like Mobile Banking App/ Net Banking / Debit Card/ VIDEO Branch.