Managing the High Net Worth customers of the Bank,Achieving the Business targets assigned in terms of cross selling, enhancing and upgrading the High Net Worth relationships.,Profiling Customers and provide financial products to meet customer needs,Ensuring the highest levels of service to the High Net Worth customers,Providing Financial planning & Investment Advise,Sales targets spread across Liabilities, Retail Assets, Business Banking, Forex, Credit Cards, Online trading etc.,One point contact for all requirements of High Net Worth customers in the Branch,Acquisition & Servicing of High Net Worth customers
PeopleLogic Business Solutions Pvt Ltd (www.peoplelogic.in ) -------------------------------------------------- Right Fit-Delivered!
PeopleLogic (www.peoplelogic.in) is a Bangalore based recruitment firm focusing in delivering technology intensive recruitment solutions. Our consultants have solid technology understanding and extensive experience in recruiting for roles (across levels, functions and technologies) for complex enterprise software development and therefore can understand the nuances of recruiting for high technology software companies.
Job Description :
To ensure customer service and support all operations. To create customer delight at every interaction.
Interacting with external customers and internal customers and addressing their queries, requests and complaints.
Committed TATs are met consistently
Complaints Management- addressing customer complaints at the branch, system updation, coordination with Sales/HUB/ other functions for resolution.
Refunds processing and dispatch
Undelivered policy documents tracking and management.
Maintenance of all files and registers.
New Business Processing:-
Handling end to end New business processing starting from creation of Client id,Case start up, New business login, Follow up for policy issuance, Quality Check
Follow up with HUB for policy issuance of pending cases