FAQs
What are the primary responsibilities of a Banking Executive?
The primary responsibilities include achieving sales targets, interacting with channel partners, mapping key decision makers, executing smooth sales functions, communicating process changes, and handling customer inquiries and complaints.
What are the targets that need to be achieved in this role?
The targets include premium and revenue goals, as well as persistency targets to ensure timely renewals.
Is training provided for understanding changes in processes or regulations?
Yes, training modules are provided to help communicate any process changes or changes in rules and regulations.
How frequently should business performance be scrutinized?
The business should be scrutinized on a regular basis to ensure relevant information is communicated to superiors for decision-making.
How should customer interactions be conducted?
Customer interactions should include welcome calls, resolving queries promptly, and ensuring that renewals take place on time.
What is the importance of mapping key decision makers?
Mapping key decision makers is crucial to ensuring effective communication and sharing of important information with superiors, which contributes to overall business growth.
Are there any specific communication methods recommended for customer service?
Yes, effective communication is key, and it should include timely responses to queries, welcome calls, and proactive engagement to assist with renewals.
What happens if a customer has a complaint?
Complaints should be handled promptly and efficiently to ensure customer satisfaction and to remove any blocks in the sales and service process.
How does the Banking Executive contribute to the growth of the company?
By achieving targets, improving sales processes, maintaining customer relationships for renewals, and providing valuable insights to superiors based on regular business scrutiny.
What is expected in terms of handling complaints?
The Banking Executive is expected to ensure that complaint handling is carried out smoothly without any blocks in the sales and service aspects.