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13/02 Monika
Sr Consultant at Talent Integrators

Views:55 Applications:20 Rec. Actions:Recruiter Actions:0

Virtual Relationship Manager - Sales - Bank (0-4 yrs)

Jaipur Job Code: 110600

Job Purpose :

1. To engage regularly with the customers as defined by the contact policy and provide a Consistent & a Superior Digital Experience. 


2 Ensuring that customers get world-class services and their needs are understood and met through financial products that the Bank has to offer.


3. 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.

Customer Engagement :


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


2. Call handling as per defined standards.


3. Accurate resolution for customer queries and Complaints


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


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


6. Attrition control of customers.


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


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

Sales :


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


2. Penetration of products across groups.


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


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


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


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


7. Income to be generated at a customer level.

Key Skills :


Sales, communication skills, VRM, Outbound Sales, Telesales, inbound sales, Virtual Relationship Manager

Required Experience and Qualifications :


Qualification - Graduation and Post Graduation


Experience in General Insurance Sales .

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