Relationship Manager Customer Engagement Candidate Experience site

1.0 - 5.0 years

0 Lacs

sonipat, haryana

On-site

You will be a part of the Transaction Banking Group as a Relationship Officer in Customer Engagement (ROCE) based in Hyderabad. You will report to the Regional Customer Engagement Manager (RCEM) and your position grade will be M2. Your main responsibilities will include engaging with customers through meetings, video calls, and tele-calls, as well as managing relationships with the assigned C category book of the branch. This book will consist of 2-3 branches with approximately 1000 to 1500 customers. You will also be responsible for cross-selling asset and liability products such as HL, LAP, CL, PL, GL, WC, CV, CA, SA, TD, as well as third party and investment products like LI, GI, Trinity & MF to the mapped book. Deepening relationships with customers through CA, SA, and TD is essential. Furthermore, you will need to meet and convert leads from VRM and CEC, collaborate with teams handling LI, GI, KSEC, IC, and Asset for timely business conversion, ensure customer loyalty and category upgrades, acquire new customers, cross-sell business and activate services for existing customers. You will also be required to explain all the bank facilities through online or offline demonstrations, enroll customers in useful services, handle customer service requests including account opening, Trinity account opening, liability product sales, features explanation, and cheque book insurance. Your performance will be measured based on the speed and efficiency of service provided, achieving sales targets for both banks and investment products, acquiring customers from family households and referrals, and maintaining high Net Promoter Scores (NPS). To be eligible for this role, you must be a graduate/post-graduate in any stream with a minimum of 1 year of experience in banking/finance. Additionally, you should possess high energy levels, confidence, and a proactive attitude to excel in this position.,

Posted 5 days ago

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