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Identify existing branch customers who meet Imperia programme criteria and flag
them on the system to upgrade these customers under the Imperia programme
o Through eligible lists provided by Product from time to time
o Liaising with PB/ Preferred RM to flag eligible customers form Classic/
o Identifying customers through Large Transaction reports (LTR)
o GMs or VPs of all Cat A companies and CSRM salary account companies
o Other databases available with the RM
Acquire new customers who meet product criteria and flag them on the system
o Referrals generated from existing customers
o Leads generated by branch staff & personal leads
Regularly interact with the customer to build rapport and understand the profile.
The profile should be captured and updated via CRA / CRMNext (wherever
applicable). This profiling should be used to set customer level objectives post
discussion with RBH / BM. The objectives should be tracked and reviewed as per
the Branch Sales Process.
Basis the profile, a contact plan should be drawn and customer contacted. Contact
report should be updated in CRMNext / CCM. Incase there is an update in the
profile of the customer, then the same should be updated in CRA / CRMNext.
Enhancing customer wallet size
o Ensuring that customers make us their primary bank
By managing his / her wealth
Knowing about where all the customer is currently banking and
moving him to our Bank Ensuring that customer scope is done and products targeted
Sales to family members and associates (all network)
Ensure that individual customers are grouped and C*ustomer To G*roup (CTG)
Ratio is maintained on the portfolio
o By grouping them with their family members who already hold accounts
o By grouping them with their family members post selling liability
products to the family members, if they do not have banking relationship
Ensure that optimal levels of I*ncome gene
|Experience||4 - 8 Years|
|Salary||3 Lac To 5 Lac 50 Thousand P.A.|
|Industry||Accounting / Auditing / Taxation|
|Qualification||Other Bachelor Degree|
|Key Skills||Sales Tax sales|
|Address||No. 10, 2nd Floor, K-1st Street, Markham Road, Ashok Nagar,|