Virtual Relationship Manager - Banking

We are looking for Candidates with knowledge of banking products, services, and systems, who can drive customer satisfaction through personalized virtual interactions. The goal is to build a loyal, engaged customer base while achieving high levels of product adoption and revenue growth.

RM will be managing HNI/ NRI Customers portfolio, enhancing the customer experience through virtual engagement. The position emphasizes relationship-building, product cross-selling, and driving the adoption of banking solutions like mobile banking, bill payments, insurance, and investment products.

1. Customer Relationship Management:

• Serve the bank's most affluent clients and ensure high levels of engagement and satisfaction.
• Be the primary point of contact for clients, building deep, lasting relationships.
• Address all customer banking needs, including product and service queries.

2. Portfolio Management & Growth:

• Take ownership of the assigned client portfolio, driving growth through customer service excellence.
• Ensure KPIs related to portfolio growth and customer service are met consistently.

3. Collaboration with Experts:

• Collaborate with product specialists and subject matter experts to offer tailored banking solutions.
• Work with internal teams to align banking offerings with clients' specific needs.

4. Mobile & Digital Banking Focus:

• Promote and drive the use of mobile and net banking platforms for seamless customer engagement.
• Encourage the use of additional banking services like Bill Pay, SIP, Insurance, and Investment products.
• Facilitate access to retail and SME loans and other relevant programs.

5. Adherence to Policies and Compliance:

• Ensure strict adherence to all bank policies and regulatory requirements, maintaining compliance at all times.

6. Customer Onboarding & Cross-selling:

• Actively support customers in adopting new banking solutions, facilitating smooth onboarding for various services.
• Cross-sell a variety of banking products and services to increase customer engagement and retention.