· Liaising with PB/ Preferred RM to flag eligible customers form Classic/ Preferred portfolio
· Acquire new customers who meet product criteria
· Regular interaction with the customer to build rapport to understand and update the profile.
· Enhance the Overall value/book size of the portfolio
· Maintain the overall quality / hygiene parameters of the portfolio
· Cross selling products of the bank based on the customer need
· Joint calls being done along with Supervisor as per defined process
· Advisory services to be offered based on the requirement in coordination with PBG.
· Achieving MTD and YTD Revenue Targets
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