RBB-Current Account Relationship Manager
Published date: 2024/01/10
- Location: Ahmedabad, Gujarat, India
• A.
• 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.
• E.
• 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 F.
• Central Initiatives Maintaining portfolio health i.
• e.
• Account activation & balance maintenance Ensure action on central triggers / customer service initiatives.
Skills
• 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
• 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.
• E.
• 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 F.
• Central Initiatives Maintaining portfolio health i.
• e.
• Account activation & balance maintenance Ensure action on central triggers / customer service initiatives.
Skills
• 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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