NOTE: Job Descriptions are subject to change at the discretion of the Management

Sales and Service Management

• Focus on excellent personalized service to PB customers by attending to PB customers various banking transaction needs while resolving problems/complaints within specified TAT
• Actively identify and pursue sales opportunities by:
  • Expanding and growing new customer base & New Investment Account through referrals from existing PB customers or through personalized service recovery efforts
  • Growing existing relationship AUMs i.e. CASA & Fixed Deposits and ability to acquire new customers
  • Working with Wealth Management Office, Branch Operations, Customer Service Division, Lending Hubs to obtain comprehensive product updates that is exclusive to our affluent customers
  • Identifying cross-sell opportunities among existing PB customers as well as for relationship deepening
  • Promoting product bundles (w...