Banking Digital Relationship Manager

Connect with assigned customer portfolios regularly via phone, email, and digital channels to build rapport and trust.
Recommend and sell bank products like credit cards, loans, insurance, and investment plans based on client needs.
Educate clients on how to use mobile apps, net banking, and self-service portals.
Act as the main contact point to solve account issues, process requests, and handle complaints fast.
Monitor client balances and transaction triggers to prevent fund outflows and lower customer loss.
Log all calls, emails, and client notes accurately into internal tracking systems.