Situation: The list of eligible priority banking been sent

Situation: The list of eligible priority banking been sent

Situation:The list of eligible priority banking been sent to all Priority staff in daily basis.Where it is not utilized in a proper way where it can be used in a more effective way to upgrade the customers to al priority account and increase our portfolio. In addition all staff well receive same list where customer might get double calls.Proposed Solution: Target the List as Eligible Priority Customer list with their details such as their salary / other income and products they have with the balance. List to be send on monthly basis to the Priority center manager only (Monthly: each month review the previous list and send new list). The manager disrepute the list to all RMs The RMs have to double check the history of the account for each customer to check the illegibility. RMs should propose and combine one of products to be offered to the customer and upgrade to priority. Like we will upgrade you to priority and supply you with complementary Credit Card. Or we will upgrade you to priority and advise you to transfer your deposit to Al-Henson in order to increase your chance toDear TeamPlease find attached proposal where I want you to re write it in a more professional way …. if it is possible to add charts will be additional advantage

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