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customer relation

Job Description - customer relation


1. To source customers for Current Account, Savings Account Products of the bank. Customers to be


sourced from individuals, small businesses, trusts, associations, societies, corporate.


2. REVENUE GENERATION, CUSTOMER ACQUISITION, CUSTOMER RETENTION, COST EFFICIENCY


THROUGH PROCESS .


3. Lead Generation for Current Accounts, Savings Accounts and PAT.


4. REVENUE GENERATION, CUSTOMER ACQUISITION, CUSTOMER RETENTION.


Roles and Responsibilities of sales Executives:


1.To prospect and meet the potential customers.


2.Understand the need of the customer and explain the products and features.


3.Complete the CIF, A/c opening application forms and obtain all relevant documents to facilitate KYC


Norms.


4.Ensure necessary verification about bona-fides of customer. Viz., verification with original documents.


 


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