On Boarding Management for Bank’s Customers.

Engage with assigned portfolio of Bank customers for service and deepening relationship.

Customer interactions to be duly updated in Bank system for audit trail and reference to future interactions.

 Deepening of customer portfolio level benchmarks.

Manage Issues and Maintain complete relationship record for assigned customer accounts.

Enhancing customer wallet size.

Profiling Customer to increase wallet share – Engaging to capture customer banking habits and inducing to make Yes Bank as primary relationship.

Ensuring customer scoping being done with need based products suggested as hooks for deepening relationship Ensuring that customer scope is done and products targeted accordingly.

Service to Sales approach established for deepening relationship with family members and associates which have been grouped together.

Acquisition of New To Bank Customers.

To acquire new to bank customers from leads generated through marketing channel and various campaigns.

Referrals generated from existing customers.

Penetration of products across family groups.

Cross Sell:

Enhancement of the relationship by cross-selling products such as YES Securities, Credit Card, Retail Assets products as per the profile & need of the customers.

Customer Query and Complaint resolution:

Ensure query resolution of the customers by coordinating with service and operations team.Resolving all complaints received from preferred customers within the stipulated TAT’s.

 Fulfilment of other objectives:

To actively participate and contribute in fulfilment of other time bound objectives that department or organisation may initiate from time to time.