AddressIncrease liabilities size of relationship via:
- Balances in a/c's of existing customer
- Acquire all related ids that are financially dependent on the Primary id and send entry form to CPU for flagging and grouping
- Use FD maturity reports to track maturity of HDFC FDs and prevent outflow
- Use profile to track FDs in other banks and divert them into HDFC on maturity
- Use profile sheet to track accounts and products with other bank and transfer the same
- Know the customer's business to proactively provide financial solutions
- Tracking customer transaction to identify where funds move to and acquire those a/cs also
Attrition control of customers
- Includes persuading the customer to continue and if required renew FD- s
- Deepen by cross selling - sticky products- like Demat, Bill Pay, Advisory.
- Ensure quality of relationship while flagging. Should be capable of maintaining eligibility
- Regular customer contact to establish needs of the customer and opportunities to cross-sell
- Monitor large amount movements and account closure from the deposit accounts and ensure that customer does not attrite
- Ensure that the marketing analytics list on possible attrite, is called and retained
- Penetration of all products across family groups as per profile and requirements.
- Sales of various products like Credit Cards,Assets & TPP.
- Disseminating product information
- Ensuring Joint call is done with PBG and Advisory is offered to the customer. In case the customer is not interested, sign him / her up for WAS and handle the investments.
Salary offered: 7 - 13 LPA
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