- The main sales targets of the basic product group: Receive investment, download the New Account App...
- Perform product marketing, cross-sell products on-site / over the phone to customers. Combining cross-selling for customers to borrow other personal financial products and services.
- Discover the needs of customers and give appropriate advice during face-to-face meetings / phone calls for customer care.
- Identify, check, manage records and basic information of customers.
- Informing customers as soon as new products and services are available and monthly monitoring customer's repayment schedule, reminding customers when they are due, urging customers to pay debts, informing customers about the status of their debts. loan status.
- Consulting, selling and serving customers who need to use personal financial banking products and services to transact directly at the unit.
- Directly do services for customers who need to transact at the unit: opening accounts, printing supplementary books,. Check… At the same time, handle and support customer requests in the loan portfolio for post-loan services such as: Change loan information (debt payment schedule structure, interest rate/fee change) , early repayment…).
- Periodically make sales reports/reports on loan portfolio and other reports at the request of the management.
