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Virtual Relationship Manager

2 - 5 years

2 - 5 Lacs

Posted:2 days ago| Platform: Foundit logo

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Work Mode

On-site

Job Type

Full Time

Job Description

ROLE PURPOSE & OBJECTIVE

  • The Virtual Relationship managements engages with the Bank customers and prospects, virtually, to provide a seamless experience to customers.
  • Developing and Expanding existing HNI customer relationships by ensuring quality portfolio.
  • Continuous engagement with the portfolio customers mapped as per the contact policy with accurate and complete capture of interaction details.
  • Call Handling as per desired standards.
  • Fulfilling customer service requirements and deepening relationships.
  • Creating the opportunity to provide financial solutions to customers via cross-sell and upsell.
  • Aids in developing and maintaining strong customer relationships, both within a company as well as with new clients.
  • Seek out new business opportunities for the clients while advising them on products or services that best fit their needs.

KEY DUTIES & RESPONSIBILITIES OF THE ROLE

Business/ Financials

  • Continuous engagement with customers mapped
  • Promoting digital banking services for a superior customer service experience
  • Profiling of customers in order to aid right cross-servicing of bank products
  • Meet the defined objectives of the Portfolio managed

Customer (Both Internal & External)

  • Call handling as per defined standards (Both Service & Sales)
  • Regular interaction with customers and pro-actively accessing customer needs
  • Accurate resolution for customer queries
  • Attrition control of customers
  • Deepening relationship by cross selling
  • Ensure retention of customers
  • Sales across all product segments

Internal Process

  • Achieve quality benchmarks defined from time to time
  • Accurate logging of calls
  • Ensure all laid down system and process are followed
  • Ensure accurate and timely submission of financial transactions & requests
  • Adherence to set processes of updating customer interactions in CRM next

Innovation & Learning

  • Ensure adherence to training man-days/ mandatory training programs for self
  • Ensure goal-setting, mid-year review and annual appraisal process within specified timelines for self
  • Continuously update skills by participating in professional trainings, attend courses as instructed by management and be willing to contribute acquired knowledge to the development of the bank.

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Ujjivan Small Finance Bank
Ujjivan Small Finance Bank

Banking and Financial Services

Bengaluru

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