Current Account Relationship Manager
Published date: 2024/01/10
- Location: Ahmedabad, Gujarat, India
ob Description
• Sourcing High net worth customer relationship for liabilities CASA ,EXIM and TFX for the bank.
• To handle a Portfolio of Current account customers with grouped Savings Accounts and Fixed Deposit Accounts.
• Ensuring time bound resolution of Customer Requests/Queries as per satisfaction of customer and within the regulations of the bank.
• Delivery of Value growth in portfolio over the base value from the time of portfolio Handover.
• Ensuring proper on-boarding of converted New-to-Bank(NTB) customers. This includes installing the application on customer's device and explaining in detail each feature of the application.
• Maintaining Portfolio Hygiene by ensuring proper KYC updation, Beneficial Ownership details, and compliance regulations.
• Ensuring that the customer faces no bottlenecks while purchasing the above mentioned products.
• Contacting customers (Non Portfolio) based on data provided in CRM application and understanding customer needs/requirements.
• Administer and ensure compliance to all sales practices in branch
• Meet the business targets
• Identify sales opportunities
• Direct operational activities on a day-to-day basis
• Acquire new business in to new and old customers
• Source accounts of small businesses and as well as households
• Achieve sales targets
• Maintain stability in smooth-functioning of the activities in branch
• services and assist to resolve customer queries
• Generating prospects Lead for bank in LAP, CC ,OD, PL, HL, GL,LI.
• Daily send customer contactability for reporting authority.
• Regular contact with all mapped clients through weekly/monthly calls.
• Resolution of queries for all managed client within TAT specified.
• All types of POS merchant service provided like MSWIPE, MTNL,GPRS .And good rate rental.
• Accessing feedback and suggestion from the customer for improvement.
• Come up with new ideas and innovative things to increase the business.
• Always keep positive attitude towards the target before time.
• Providing merchant services to customers.
• Sourcing High net worth customer relationship for liabilities CASA ,EXIM and TFX for the bank.
• To handle a Portfolio of Current account customers with grouped Savings Accounts and Fixed Deposit Accounts.
• Ensuring time bound resolution of Customer Requests/Queries as per satisfaction of customer and within the regulations of the bank.
• Delivery of Value growth in portfolio over the base value from the time of portfolio Handover.
• Ensuring proper on-boarding of converted New-to-Bank(NTB) customers. This includes installing the application on customer's device and explaining in detail each feature of the application.
• Maintaining Portfolio Hygiene by ensuring proper KYC updation, Beneficial Ownership details, and compliance regulations.
• Ensuring that the customer faces no bottlenecks while purchasing the above mentioned products.
• Contacting customers (Non Portfolio) based on data provided in CRM application and understanding customer needs/requirements.
• Administer and ensure compliance to all sales practices in branch
• Meet the business targets
• Identify sales opportunities
• Direct operational activities on a day-to-day basis
• Acquire new business in to new and old customers
• Source accounts of small businesses and as well as households
• Achieve sales targets
• Maintain stability in smooth-functioning of the activities in branch
• services and assist to resolve customer queries
• Generating prospects Lead for bank in LAP, CC ,OD, PL, HL, GL,LI.
• Daily send customer contactability for reporting authority.
• Regular contact with all mapped clients through weekly/monthly calls.
• Resolution of queries for all managed client within TAT specified.
• All types of POS merchant service provided like MSWIPE, MTNL,GPRS .And good rate rental.
• Accessing feedback and suggestion from the customer for improvement.
• Come up with new ideas and innovative things to increase the business.
• Always keep positive attitude towards the target before time.
• Providing merchant services to customers.
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