RBB-PB Welcome Desk (HNW)
Published date: 2024/01/10
- Location: Ahmedabad, Gujarat, India
Responsibility Assigned Attend and Service the requirements of all Managed Customers visiting at the Branch Assist RMs in servicing the Managed Customer Base in their portfolios Specialized resource to pro-actively resolve customer queries, service requirements, product customization, etc to ensure primary banking behavior of Managed Customers Liasoning with various departments to cater the service requirements of the client Handling escalations of Managed Customers for their service requirements Maintaining portfolio health i.
• e.
• Profile Updation , Re KYC completion , PAN and contact details updation Ensure action on central triggers / customer service initiatives Handle Clearing Referrals for Managed Customers Assisting RMs with Form filling / completion of documentation for processing of Customer instructions including LC/ BG / Forex transaction documentation Resolve Customer complaints received at Branch for Managed Customers.
• Action on Band 1 and Band 2 Customer base Migration of transactions to Digital Banking Channels i.
• e.
• Net Banking/ E-Net, Mobile Banking, Phone Banking, Insta-Alerts, Email Statements etc as per customer profile / needs / preference Contribute effectively to branch sales through inbound interactions / references / Lobby customers Sales Contribute effectively to branch sales through inbound interactions / references / Lobby customers.
Skills
• Banking Product Knowledge
• Planning and Organizing Skills
• Interpersonal Skills
• Sales and Influencing Skills
• Communication
• Knowledge of Competition
• e.
• Profile Updation , Re KYC completion , PAN and contact details updation Ensure action on central triggers / customer service initiatives Handle Clearing Referrals for Managed Customers Assisting RMs with Form filling / completion of documentation for processing of Customer instructions including LC/ BG / Forex transaction documentation Resolve Customer complaints received at Branch for Managed Customers.
• Action on Band 1 and Band 2 Customer base Migration of transactions to Digital Banking Channels i.
• e.
• Net Banking/ E-Net, Mobile Banking, Phone Banking, Insta-Alerts, Email Statements etc as per customer profile / needs / preference Contribute effectively to branch sales through inbound interactions / references / Lobby customers Sales Contribute effectively to branch sales through inbound interactions / references / Lobby customers.
Skills
• Banking Product Knowledge
• Planning and Organizing Skills
• Interpersonal Skills
• Sales and Influencing Skills
• Communication
• Knowledge of Competition
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