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

• 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

Preferred candidate profile

Perks and perks

📌 Current Account Relationship Manager (Karnataka)
🏢 Abacus Consultants
📍 Karnataka