Urgent: Current Account Relationship Manager

3 weeks ago


Bhavnagar Gujarat, India Riverforest Connections Full time

Job Purpose Ensure value build up cross-sell in assigned base current account relationships The candidate will be responsible for Current Account Acquisition On boarding Portfolio Quality Hygiene Job Responsibilities Customer Engagement Customer engagement personal visits at pre- defined frequency Customer Service Specialized resource to pro-actively resolve customer queries service requirements product customization etc to ensure primary banking behavior Enhance Relationship Value Enhancement Help customers with appropriate products to fulfill family and business banking needs including those of Group Firms and thereby maximize relationship value Product Penetration Understand customer s business profile requirements and fulfill needs via products services such as Trade Finance Forex Cash Management Services POS Machines Payment gateway solutions doorstep banking Loans Life General Insurance etc Migration to Digital Platform Migration of transactions to Digital Banking Channels i e Net Banking E-Net Mobile Banking Phone Banking Insta-Alerts Email Statements etc as per customer profile needs preference Central Initiatives Maintaining portfolio health i e Account activation balance maintenance Ensure action on central triggers customer service initiatives Candidate s Profile Experience in Current Account Relationship Manager The candidate will be responsible for Current Account Acquisition On boarding Portfolio Quality Hygiene


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