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Jobs in Ernakulam
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HDFC
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Current Account RM

Current Account RM

HDFC

5 - 10 years

8 - 17 Lacs

Ernakulam Kerala India

Posted:1 week ago| Platform: Foundit logo

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Skills Required

Premier Banking Portfolio Management HNI Preferred Banking

Work Mode

On-site

Job Type

Full Time

Job Description

Role Objective:

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

Job Responsibilities (JR):

Actionable

1. Customer Engagement

Customer engagement through personal visits at a pre-defined frequency.

2. Customer Service

Specialized resource to pro-actively resolve customer queries, service requirements, product customization, etc., to ensure primary banking behaviour.

3. 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.

4. Product Penetration

Understand customer's business profile and requirements.
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.

5. Migration to Digital Platform

Migration of transactions to Digital Banking Channels (Net Banking/E-Net, Mobile Banking, Phone Banking, Insta-Alerts, Email Statements, etc.) as per customer profile needs and preferences.

6. Central Initiatives

Maintaining portfolio health i.e., Account activation and balance maintenance.
Ensure action on central triggers and customer service initiatives.

Educational Qualifications (examples listed below):

Graduation:
Post-Graduation:

Key Skills (examples listed below):

Sales and Influencing Skills
Banking Product & Process Knowledge
Planning and Organizing Skills
Communication
Knowledge of Competition & Current trends in financial industry

Experience Required (examples listed below):

Minimum experience: 1 year
Exposure to banking preferable

Major Stakeholders (intra-team and cross-functional stakeholders to interact with):

Customers
Branch Banking Team
TPP Team
Asset Team

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