Sales: Maintain Daily Sales Report CH 106 and CH 104 Calling a.
Structured bundled offering of Products and Services to the customer within the defined time line Ensure quality new acquisition on SA and CA for Resident/Non Resident a.
Walk Ins b.
Portfolio c.
Referrals(Friends/Family members/Associates) d.
Attrition control i.
Includes persuading the customer to continue and if required renew FDs ii.
Deepen by cross selling sticky products like Demat, Bill Pay, Advisory.
iii.
Ensure quality of relationship while flagging.
Should be capable of maintaining eligibility iv.
Regular customer contact to establish needs of the customer and opportunities to cross-sell v.
Monitor large amount movements and account closure from the deposit accounts and ensure that customer does not attrite vi.
Ensure that the marketing analytics list on possible attrite, is called and retained Penetration of Saving Accounts on non liability customers Propagate the benefits of not being on DNC registration list in case a non-portfolio customer opts for it Utilizing the sales resources (BDR/COEX) for optimal sales support Penetration of FD to unique customers Using Data-mine for cross-selling Sales of various Credit Cards a.
Activation b.
Pitch for enhancement of limits c.
Promote active usage of credit cards: Ensure that the customer avails of add-on card for his family members Sales of Third Party Products to the customers a.
MF/Insurance/RBI Bonds b.
Ensure that requisite certifications are done (NISM V-A) Sales of Asset Products Disseminating product information Activation: To ensure that all accounts savings and current account (non ABM branches) opened in the month are activated as per product definition at the end of the next month.