
Walk in Drive
2 weeks ago
Profile- Current Account Manager
Grade - AM/DM
Location- Delhi NCR
Age- Up to 34 Years
Candidate Should be current working in Banking Sector
The purpose of this role is to ensure the growth and profitability of assigned current account relationships. The focus is on building value and cross-selling relevant products and services to enhance the overall customer relationship.
Summary of the Role:
As a Relationship Manager, your key responsibilities include:
Engaging with customers through personal visits at predefined intervals.
Offering specialized assistance to resolve customer queries and address service requirements promptly.
Identifying opportunities to enhance the relationship value by providing suitable banking products, including those for family and business needs.
Understanding the customer's business profile and requirements to recommend products such as Trade Finance, Forex, Cash Management Services, Loans, and Insurance.
Encouraging the migration of transactions to digital banking channels based on customer preferences.
Participating in central initiatives to maintain portfolio health, activate accounts, and ensure balance maintenance.
Eligibility and Requirements to Apply:
To be eligible for this role, you should have:
At least 1 year of relevant experience, with exposure to banking preferred.
Graduation or higher education.
Strong sales and influencing skills.
Knowledge of banking products and processes.
Effective planning and organizational skills.
Excellent communication abilities.
Awareness of competition and current trends in the financial industry.
Experience collaborating with various stakeholders, including customers, branch banking teams, TPP teams, and asset teams.
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