To handle customer service requirements like account opening, DMAT account opening, grievances, liability
product selling, education on product features, cheque book issuance.
Quality of advice given to customers as determined by customers and supervisor.
Speed and efficiency of service given.
Sales targets for bank and investment products. Going beyond the professed need of the customer by
providing other products. Enhancement of customer value.
Cross-sale of assets products.
Back-up to relationship managers holding HNI relationships.
Ensure low attrition ratios.
Customer acquisition through referrals from existing customers.
REVENUE GENERATION, CUSTOMER ACQUISITION, CUSTOMER RETENTION, COST