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: 1
Maintaining portfolio health i
e
Account activation & balance maintenance 2
Ensure action on central triggers / customer service initiatives
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: 1
Maintaining portfolio health i
e
Account activation & balance maintenance 2
Ensure action on central triggers / customer service initiatives
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