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.
Help to Grow CASA Book by opening Exclusive Family Accounts of Primary customers and Grouping them together.
Upgrading customers maintaining high balances to Exclusive program to increase client engagement and loyalty and impact retention of wallet share.