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02/01 Gazala Momin
Resource Specialist at Forret India Pvt. Ltd.

Views:193 Applications:32 Rec. Actions:Recruiter Actions:13

Virtual Relationship Manager - Banking (1-6 yrs)

Bangalore/Mumbai/Pune Job Code: 21540

We are a placement firm based in India and we have the good exposure in international Market.

Kindly find the below job description for current openings:

Company Name: Leading Banking Sector

Job Location : Mumbai / Pune / Bangalore

Job Role: Virtual Relationship Manager (VRM)

Department : Phone Banking

Job Description:

- To engage regularly with the customers as defined by the contact policy and provide a Consistent & a Superior Digital Experience. Ensuring that customers get world-class services and their needs are understood and met through financial products that the Bank has to offer.

- To enhance Customer Relationship & while doing so, Educate, Encourage & Induce the customers to use the Digital mediums for their banking transactions/ needs, while keeping a "window' to talk to the bank whenever customer needs.

- Responsible for meeting the scorecard targets and portfolio benchmarks set and that all guidelines and regulatory requirements are followed.

Key Responsibilities:

1. Customer Engagement :

- Continuous engagement with the portfolio customers mapped as per the contact policy, with accurate & complete capture of interaction details.

- Call handling as per defined standards.

- Accurate resolution for customer queries.

- Promoting Digital Banking services for a superior customer service experience.

- Profiling of customers in order to aid right cross-servicing of Bank products

- Accurate logging and resolution of complaints.

- Attrition control of customers.

- Regular interactions with the customers and pro-actively assessing customer needs.

- Deepening relationship by cross selling 'sticky products' like Demat, Bill Pay, Advisory etc.

- Ensure portfolio quality of relationship while racing considering eligibility.

- Monitor large amount movements and account closure from the deposit accounts.

- Ensure retention of customers

2. Achievement of portfolio parameters :

- Meet the defined objectives of the Portfolio managed by the respective VRM.

3. Sales :

- Right cross-sell of products basis profiling and engagement.

- Penetration of products across groups.

- Sales across all product segments-TPP, Assets, Cards etc.

- Acquiring & grouping of all related IDs of the Primary ID.

- Use of triggers to track maturity of FDs, movement of CASA balances etc and prevent outflow.

- Ensure Staff are trained on product knowledge and requisite certifications.

4. Interaction Quality :

- Achieve Quality benchmarks defined from time to time.

- Complete and accurate capture of call interactions, including profiling thereby aiding relationship management.

5. Audit and Service Quality

- Ensure all laid down system and process are followed as stipulated by Audit and Senior Management

- Ensure accurate and timely submission of financial transactions & requests.

- Adherence to set processes of updating customer interactions in CRM next.

6. MIS Reporting:

- Ensure timely submission of Customer base review / reports as requested by Central Team / Senior Management.

Feel free to contact me on +91 8347144425, if you have any queries.

This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.

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