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13/03 Lokesh Mittal
Director at Mintskill HR Solutions LLP

Views:2 Applications:7 Rec. Actions:Recruiter Actions:3

Virtual Relationship Manager - Sales - Investment/Trading Product (2-6 yrs)

Mumbai/Hyderabad/Jaipur Job Code: 316799

Requirements :

Graduation :

- Bachelor's in Engineering / Technology / Maths / Commerce / Arts / Science / Biology / Business /

- Computers / Management/ any other graduation degree.

Experience :

Minimum 2+ years of relevant experience in Banking or allied Business.

Job Purpose :

- VRM will be responsible for virtually enhancing customer engagement to increase customer stickiness on managed clients.

- They will drive mobile banking adoption & usage, increase cross-selling of products, and work towards upgrading and onboarding customers in the relationship banking program. They are professionally driven to achieve higher customer satisfaction and increase retention. VRM to have complete knowledge of end-to-end bank offerings, key goals of RM, bank systems and key onboarding steps for product cross-sell.

Roles & Responsibilities :

- Responsible for deepening customer relationships to increase customer relationship value.

- Responsible for driving quality engagements over calls with customers by following industry best practices.

- Responsible for increasing mobile banking adoption and driving initial login on the Optimus app.

- CASA value builds up and new client acquisition and increase in 'Product Holding Per customer' within the mapped portfolio.

. Responsible for cross-selling of pre-approved products such as Credit Card and other offers to increase products per customer,

- Ensure all customer profiling for mapped customers is presented with suitable banking products per their needs and requirements.

- Be solution-oriented and ensure effective onboarding on Mobile/Net Banking, Bill Pay, SIP, Insurance & Investment Solutions, Retail, and SME Loans, and relevant banking programs.

- Ensure monthly operating plan is met to improve scorecard and decile rankings.

- Coordinate with respective teams for closure of retail assets & trade transactions business generated through client engagement.

- Responsible for creating a customer-focused approach for quick resolution of all queries and complaints to achieve NPS benchmarks.

- Ensure strict adherence to the bank policies and compliance.

- Pitch Relationship Banking program benefits and eligibility criteria to customers and on-board customers/groups to the RB program.

Secondary Responsibilities:

- Assist in audit and ensure compliance with internal and external regulations and guidelines.

- Provide best-in-class customer service to all clients to become their primary banker.

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