Key Responsibilities
- Identify both existing and potential customer needs, providing clear and accurate information about the Bank’s full range of products and services.
- Achieve assigned sales targets by actively promoting, selling, and cross-selling the Bank’s products and services to both current and prospective customers, in alignment with the preset sales budget.
- Handle all customer inquiries and requests—regardless of their segment—in a professional and efficient manner, ensuring resolution within the defined turnaround time (TAT).
- Safeguard and manage all custody items and keys in accordance with the custodian matrix, policies, and relevant procedures.
- Ensure customer profiles are consistently updated in compliance with the Know Your Customer (KYC) requirements and internal guidelines.
- Analyze portfolio performance metrics to better understand customer behavior, develop future activity plans, and provide valuable insights and recommendations to the Retail Products Team.
- Monitor daily inflows and outflows within the assigned portfolio to maintain client retention and minimize fund attrition.
- Promote and encourage customers to use alternative banking channels by explaining their features and benefits, enhancing their overall experience with the Bank’s digital and online services.