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Current Account Relationship Manager

Mumbai, Maharashtra

Private Sector Bank

Job Description

Job Responsibilities(JR) :
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 behaviour
Enhance Relationship Value Enhancement
Help customer with appropriate products to fulfil family and business banking needs, including those of Group Firms, and thereby maximize relationship value

Product Penetration
Understand customers business profile / requirements and fulfil 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

Educational Qualifications (examples listed below)


Key Skills(examples listed below)
Sales and Influencing Skills
Banking Product & Process Knowledge
Planning and Organizing Skills
Knowledge of Competition & Current trends in financial Industry.

Company Description

Leading Private Sector Bank

Additional Information

Last updated:
Job type:
Full time
Position type:
Minimum experience:
Between three and five years
Compulsory Education
Jobs in Sales / Business Development
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