Customer Relationship Manager

Responsibilities

• Sales and Service Management
  • Focus on excellent personalized service to PB customers by attending to PB customers various banking transaction needs while resolving problems/complaints within specified TAT
  • Actively identify and pursue sales opportunities by:
    • Expanding and growing new customer base & New Investment Account through referrals from existing PB customers or through personalized service recovery efforts
    • Growing existing relationship AUMs i.e. CASA & Fixed Deposits and ability to acquire new customers
    • Working with Wealth Management Office, Branch Operations, Customer Service Division, Lending Hubs to obtain comprehensive product updates that is exclusive to our affluent customers
    • Identifying cross-sell opportunities among existing PB customers as well as for relationship deepening
    • Promoting product bundles (where applicable) to higher cross‑sell penetration and contribu...