Mumbai, Maharashtra, India
Acquisition of new Preferred customers Enhancement of the relationship by CASA, FD, Insurance Mutual Fund and Loans cross-selling products and services as per the profile & need of the customers Deepening the size of the relationship Retention of the customers by providing the best possible services and being the dedicated point of contact for these customers Effective workflow management Acquire new customers who meet product criteria and flag them on the system Portfolio Management Identify existing/new customers who meet Preferred product criteria and flag them on the system and upgrade these customers Customer interactions are daily updated on CCM/CRM Next