Roles and Responsibilities. Achieve sales targets and providing Customer service. Relationship Management for a Portfolio of customers. Responsible for Cross Sell & enhancing relationship with existing customers. Selling of Investment products like Mutual Fund, Insurance & Current account & Saving accoun Achievement of portfolio parameters Meet the defined objectives of the Portfolio managed by respective Imperia -VRM Sales Right, cross-sell of products basis profiling and engagement. Penetration of products across groups. Sales across all product segments-TPP, Assets, Cards etc. Acquiring & amp; grouping of all related IDs of the Primary ID. Use of triggers to track the maturity of FDs, movement of CASA balances etc and prevent outflow. Ensure Staff is trained on product knowledge and requisite certifications. Income to be generated at a customer level. Interaction Quality: Achieve Quality benchmarks defined from time to time. Complete and accurate capture of call interactions, including profiling thereby aiding relationship management. Audit and Service Quality: Ensure all laid down systems and processes are followed as stipulated by Audit and Senior Management Ensure accurate and timely submission of financial transactions. & amp; requests. Adherence to set processes of updating customer interactions in CRM next. MIS - Reporting: Ensure timely submission of Customer base review/reports as requested by Central Team / Senior Managemen ankita.patel@white-force.in mob no.-9329931736
