The successful implementation of Customer Relationship Management (CRM) systems in banks involves a structured, multi-phase approach. Each stage—from initial planning to ongoing optimization—plays a critical role in aligning the CRM…

Customer Relationship Management (CRM) has become a critical strategic tool for banks aiming to enhance customer engagement, streamline operations, and drive business growth. Implementing a CRM system involves more than…

Introduction Customer Relationship Management (CRM) has become a fundamental component in customer-centric industries, particularly in retail banking. With rising competition, evolving customer expectations, and increasing digitalization, CRM serves as a…

Direct Selling Agents (DSAs) are a vital component of modern banking delivery models. They serve as intermediaries between banks and prospective customers, particularly in the lending segment. By connecting potential…

In an increasingly interconnected financial ecosystem, Indian banks are leveraging strategic partnerships with institutions, original equipment manufacturers (OEMs), and dealers to broaden their reach, diversify product offerings, and enhance operational…

Dedicated Marketing Managers play a pivotal role in shaping the growth and competitive positioning of banks. Tasked with crafting and executing comprehensive marketing strategies, these professionals drive customer acquisition, enhance…

In the banking sector, branch-level delivery models involve various roles and responsibilities aimed at providing seamless customer service, processing transactions efficiently, and promoting financial products. Staff at the branch level…

In the banking sector, “internal customers” refer to employees and departments within the bank that rely on one another to execute their responsibilities effectively. The delivery models designed to serve…