To contribute to the development of the banks overall business plan through identification of income generating opportunities in defined markets industries and targeted potential customers. To develop and a budgetary plan for the specific account portfolio allocated. To secure sales in line with business plan To manage account relationships with existing portfolio of customers in order to maximize account profitability within the Banks Credit policy. To establish account relationships with new customers within the sector assigned. To prepare timely and quality credit proposals for analysis and approval in line with authority level. To ensure high risk situations are identified early and actions taken for proper intensive handling and recovery. To meet with current and potential key bank customers in the interests of sustaining and furthering on going profitable relationships. Cross sell bank products and services. Positive representation and projection of the Bank in the market.
Job Description :
To ensure customer service and support all operations. To create customer delight at every interaction.
Interacting with external customers and internal customers and addressing their queries, requests and complaints.
Committed TATs are met consistently
Complaints Management- addressing customer complaints at the branch, system updation, coordination with Sales/HUB/ other functions for resolution.
Refunds processing and dispatch
Undelivered policy documents tracking and management.
Maintenance of all files and registers.
New Business Processing:-
Handling end to end New business processing starting from creation of Client id,Case start up, New business login, Follow up for policy issuance, Quality Check
Follow up with HUB for policy issuance of pending cases