Relationship Manager - Banca Channel

New Account Activations:

• Connect with the leads as provided by the bank for providing them demo on the online and mobile platform.
• Resolve basis level online trading related queries such as password reset, user blocked, fund transfer issue etc and enable customer to trade with ease.

Lead Generation callout:

• Connect with the prospects who have expressed interest through our various campaigns run on our ABM Website and various applications.
• Present the product and proposition to the prospects, seek meeting appointments, and convert the clients.

Cross - Sell and Up Sell calling:

• Connect with the existing customer base for promoting the ABC products
• Also does a need-based selling by doing a risk profiling of the customer.