Current Account Relationship Manager - Leading Private Bank
Current Account Relationship Manager - Leading Private Bank
Posted on :
14-06-2025
Employer Active
1 Vacancy
Job Alert
You will be updated with latest job alerts via emailValid email field required
Send jobs
Share
Send me jobs like this
Job Alert
You will be updated with latest job alerts via emailValid email field required
Send jobs
Job Description
Job Purpose :
Ensure value build up & cross-sell in assigned base current account relationships.
The candidate will be responsible for Current Account Acquisition & On boarding/ Portfolio Quality & Hygiene.
Job Responsibilities :
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 behavior
Enhance Relationship Value Enhancement
- Help customers with appropriate products to fulfill family and business banking needs including those of Group Firms and thereby maximize relationship value
Product Penetration
- Understand customers business profile/requirements and fulfill 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
Candidates Profile:
- Experience in Current Account Relationship Manager.
- The candidate will be responsible for Current Account Acquisition.
- On boarding/ Portfolio Quality & Hygiene.
current account relationship manager,relationship manager,current account acquisition,client acquisition,CARM
Employment Type
Full Time
Key Skills
Report This Job
Disclaimer: Drjobpro.com is only a platform that connects job seekers and employers. Applicants are advised to conduct their own independent research into the credentials of the prospective employer.We always make certain that our clients do not endorse any request for money payments, thus we advise against sharing any personal or bank-related information with any third party. If you suspect fraud or malpractice, please contact us via contact us page.
