Virtual Relationship Manager

• Responsible for deepening customer relationships to increase customer relationship value.
  
• Responsible for driving quality engagements over call with customers by following industry best practices.
  
• Responsible for increasing mobile banking adoption and drive initial login on Optimus app.
  
• CASA value builds up and new client acquisition and increase in 'Product Holding Per Customer' within mapped portfolio.
  
• Responsible for cross-sell of pre-approved products such as Credit Card and other offers to increase products per customer,
  
• Ensure all customer profiling for mapped customers and presented with suitable banking products as per their need and requirements.
  
• Be solution oriented and ensure effective on-boarding 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.
  

• Assist audit and ensure compliance to internal and external regulations and guidelines.
  
• Provide best in-class customer service to all clients to become their primary banker.
  

Requirements

Originally posted on Himalayas