RBB-Current Account Relationship Manager
Location-Thane, Maharashtra, India
Experience- 1 – 2 Years
- Customer Engagement: Customer engagement / personal visits at pre-defined frequency B.
- Customer Service: Specialized resource to pro-actively resolve customer queries, service requirements, product customization, etc to ensure primary banking behaviour C.
- 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 D.
- 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.
- Net Banking/ E-Net, Mobile Banking, Phone Banking, Insta-Alerts, Email Statements etc as per customer profile / needs / preference F.
- Central Initiatives: Maintaining portfolio health i.
- Account activation & balance maintenance Ensure action on central triggers / customer service initiatives.
- 1. Sales and Influencing Skills
- 2. Banking Product & Process Knowledge
- 3. Planning and Organizing Skills
- 4. Communication
- 5. Knowledge of Competition & Current trends in financial Industry.
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