Current Account Relationship Manager

Abacus Consultants; India; On-site; INR 400,000 - 800,000; Full time

Job summary

Abacus Consultants in India is seeking a role focused on strengthening value in base current accounts through customer engagement and proactive service. The position emphasizes cross-selling, product customization, and promoting digital banking channels to customers and their family/business needs.

Responsibilities include regular customer visits, resolving queries, and maintaining portfolio health by acting on central triggers and initiatives.

Qualifications

• Candidate with experience in customer engagement and relationship management.
• Strong understanding of banking products and services.

Responsibilities

• Ensure value build up & cross-sell in assigned base current account relationships.
• Customer engagement / personal visits at predefined frequency.
• Customer service: proactively resolve customer queries, service requirements, product customization, etc.
• Enhance relationship value by helping customers with appropriate products for family and business banking needs.
• Product penetration across the portfolio.
• Migration to digital platforms: promote net banking, mobile banking, insta-alerts, etc.
• Maintain portfolio health and act on central triggers / customer service initiatives.

Job description

Role & responsibilities

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

Job Responsibilities(JR) : Actionable

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 maximize relationship value .

Product Penetration

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

Preferred candidate profile

Perks and benefits