Customer Focus:
Enrolment of all potential members in households in the service area of the branch.
Establishes, builds and maintains professional relationship with all customers to enhance customer service.
Treat all customers as equal and provide high quality customer service.
Field Visits:
Regularly makes field visits to
Wealth Management:
Operate as per Wealth Management process laid down and advises customer using guidance provided by system-generated Financial Wellbeing Report.
Relationship Management:
Develop & maintain excellent relationships with all households and retailers in the village.
Product and Process Implementation:
Recommend appropriate products to customers in accordance with the guidelines and in accordance with the household requirements
Adhere to all processes as defined.
Branch Upkeep:
Maintain branches as stipulated and adhere to branch timings.
Execute all branch activities from BOD to EOD.
Reporting:
Report to Sr. WM on all branch related aspects..