1. Ensure sales targets assigned by the BM/PBA from time to time are achieved
2. Ensure all eligible asset leads are routed through DAP.
a. Ensuring compliance of KYC, identification of customer and communication of product eligibility
b. Ensure that a higher cross sell conversion is achieved through the above calling.
c. Booking of FD / RD Online
3. Generate sales leads for the branch
4. Providing Demos to customers on payment using Pay Zapp, Purchase through Smart Buy
5. Calling Band 1 and 2 customers: Band 1 and 2 to be called with a view to:
a. Increase the balances thereby improving their banding
b. Cross selling income generating product which can give us adequate revenue thereby moving the customers to Band 3
c. Concentrating on customers who have a CNR of between 900 1000 and targeting them for improving the banding
d. Escalating to PB Auth / BM cases where the banding improvement is not possible / customer not co-operating for further measures