Current Account Relationship Manager

Abacus Consultants; Hyderabad; On-site; INR 600,000 - 900,000; Full time

Job summary

Abacus Consultants in Hyderabad is seeking a relationship manager to strengthen value in current accounts through client engagement and cross-selling of banking products.

You will handle customer service, product penetration, and migration to digital platforms while maintaining portfolio health and timely responses to central triggers in line with customer needs.

Responsibilities

• Customer Engagement / personal visits at pre-defined frequency
• Pro-actively resolve customer queries, service requirements, product customization, etc to ensure primary banking behaviour
• Enhance Relationship Value by helping customers with appropriate products to fulfil family and business banking needs, including Group Firms
• 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
• Migration of transactions to Digital Banking Channels i.e. Net Banking/ E-Net, Mobile Banking, Phone Banking, Insta-Alerts, Email Statements etc
• Maintaining portfolio health i.e. Account activation & balance maintenance
• Ensure action on central triggers / customer service initiatives

Job description

Role & responsibilities

Ensure value build up & cross-sell in assigned base current account relationships

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 behaviour
• Enhance Relationship Value Enhancement Help customer with appropriate products to fulfil family and business banking needs, including those of Group Firms, and thereby maximise relationship value
• 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.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