Job Description

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.