Virtual Relationship Manager

2 - 5 years

0 Lacs

Posted:2 days ago| Platform: Shine logo

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Work Mode

On-site

Job Type

Full Time

Job Description

Job Purpose (Simple):

Roles & Responsibilities

Build strong and long-term relationships with customers.

Talk to customers professionally and maintain high-quality conversations.

Help customers download, log in, and use the banks mobile app (Optimus).

Increase the customers account balance and bring in new customers.

Promote and cross-sell products like credit cards and other pre-approved offers.

Understand customer needs and suggest the right banking products.

Help customers use services like Mobile/Net Banking, Bill Payments, SIPs, Insurance, Investments, and Loans.

Achieve monthly targets and improve performance scores.

Coordinate with internal teams to complete loan, trade, or other customer requests.

Solve customer queries and complaints quickly to maintain high satisfaction (NPS).

Follow all bank rules and compliance guidelines.

Explain benefits of the Relationship Banking program and help customers join it.

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