RBB|PERSONAL BANKER

. Achievement of income plans and other benchmarks within portfolio:

1. Ensure that income plans for the month and year are duly met across products
2. Achieving of portfolio level benchmarks of and IPH
3. Income product to be sold to each group of the portfolio in the year
4. Ensure that the benchmark sales per month is met
5. Usage of net banking / Mobile banking , Billpay, RDFD penetration benchmark to be met
6. CEP to be met as per cycle
7. All customers to have valid mobile and email address

D. Customer Service:

1. Ensure quality customer service is delivered
2. Recording complaints as per the specified process
3. Resolving all complaints received (self, branch, other units) within the stipulated TATs
4. Ensure appropriate customer communication on closures & copy of that to be filed.
5. Preventive complaint management
6. Asking for feedback from customers, who may not be complaining
7. Promoting all direct banking channels and ensuring that the customer is utilizing the same
8. Check back on recent customers registered to DBC channel and give any specific help required
+. Responsibility of opening the customer account within the TAT.

E. Operations:

1. Ensure certification of documentation required for opening and maintaining customer accounts
2. Error free documentation for all account opening and all customer instructions (Stop payments, FD Closure, etc)
3. Maintaining Tatkal kits as per laid down process
4. As a locker custodian ensure that locker allotment and all other related operations is as per prescribed process
5. Includes managing standing instructions
6. Submission of daily e-schedule indicating the third party sales done
7. Updation of CRM for the asset leads generated
8. Updation of weed-out database on the portal
+. Ensure KYC norms are adhered to at all points of time
10. Ensure that 5-S norms are adhered to for individuals work