RM-EEG

Plan activities to achieve two calls and appointments daily; Communicate document requirements to customers and follow up; Ensure document completeness and arrange pickups.

Provide financial products like Insurance, CASA, Credit Cards, and Asset Products; Monitor and track leads for cross-selling opportunities.

Conduct monthly churn and conditions reviews; Justify OBA waivers or inform customers of penalties; Ensure compliance with CAM conditions.

List quarterly call memos and review ASR/ACR conditions; Meet customers to understand business issues; Upload call memos for endorsement.

Reduce housekeeping items; Close critical and high-aging items.

Communicate premiums and collect required documents; Submit documents to operations.

Contact customers for interest servicing and follow up rigorously; Coordinate with branches and credit managers for joint visits; Complaints: CRM / MD / PNO / CRO; Analyze complaints and resolve them after customer discussions.

Prepare monthly renewal lists and work proactively; Communicate document requirements and follow up twice weekly; Analyze financials, address issues, and ensure document completeness; Submit documents to operations and manage post-login formalities.

Organize sanctions, contests, and recognition programs; Review CRM leads and update follow-ups.

Graduate, MBA, or CA.

None specified.

Interpersonal skills, coordination with multiple teams, ability to work under pressure, customer focus, problem-solving.

Branch Banking Team, Operations, Product Team, Credit.