CARM Retail Branch Banking

Locations: Delhi And Mumbai, India
Experince: 3 To 10 Yr

Role and 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