Client Engagement Manager

Quotient Consultancy
  • Mumbai
  • 2-5 lakh
  • 2-7 years
  • Views
  • 20 Jul 2017

  • Sales/ Business Development/ Account Management

  • Financial Services/ Capital Markets
Job Description

Work as a Back-up and support RM to 2-3 Exclusive RMs and help in broadening Client Coverage of their mapped base

Meet customers mapped to these RMs and enhance relationships to achieve higher balance deepening and product penetration

Do Profiling of Mapped customers to attain complete knowledge of the base in terms of family, demographics& customer lifestyle and also product relationships with other banks

Become a one point contact from mapped customers on their service requests/ issues - use the Service support system to put customer requests into the system and track for closure to increase customer satisfaction and retention.

Monitor Daily account Balances and maintain book stability through immediate client intervention on accounts which demonstrate balance depletion / attrition propensity

Help to Grow CASA Book by opening Exclusive Family Accounts of Primary customers and Grouping them together

Use relationships with mapped customers to get quality references for new Exclusive accounts

Upgrading customers maintaining high balances to Exclusive program to increase client engagement and loyalty and impact retention of wallet share

Increase the Client stickiness and Product Penetration by cross-selling low complexity products like Health/ General Insurance, Card Upgrades, Lockers etc.

Increase Client Engagement and CASA Balances by activating customers on Direct Transaction Channels of the bank like Mobile Banking App/ Net Banking / Debit Card/ VIDEO Branch.

Job Posted By

Amogha .

About Organisation

Quotient Consultancy