Current Account Relationship Manager

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

Job summary

Abacus Consultants seeks a Client Relationship Specialist to deepen value in existing banking relationships. You will engage customers through personal visits, resolve queries, and identify cross-sell opportunities across Trade Finance, Forex, Cash Management, POS, loans, and Insurance.

You will encourage migration to digital platforms such as Net Banking, Mobile Banking, and Insta-Alerts while maintaining portfolio health, activating accounts, and acting on central service triggers to meet

Responsibilities

• Customer engagement through personal visits at predefined frequency.
• Customer service to resolve queries, service requirements, and product customizations.
• Enhance relationship value by offering suitable products for family and business banking.
• Product penetration through Trade Finance, Forex, Cash Management, POS, loans, and insurance.
• Migration to digital platforms (Net Banking, Mobile/Phone Banking, Insta-Alerts).
• Maintain portfolio health via account activation and balance maintenance.
• Act on central triggers and 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