Virtual Relationship Manager_Leading Bank_Mumbai

V Konnect

3 - 8 years

5 - 10 Lacs

thane navi mumbai mumbai (all areas)

Posted:9 hours ago| Platform:

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Skills Required

nri phone banking vrm wealth management digital sales inbound sales virtual sales mutual funds premier banking telesales priority banking ultra acquisition nri banking hni sales outbound sales relationship management telecalling preferred banking investment products

Work Mode

Work from Office

Job Type

Full Time

Job Description

Role & responsibilities

Deepen customer relationships to increase overall relationship value.
Acquire new Non-Resident (NR), HNI accounts and generate referrals from existing customers.
Drive remittances across all managed and sourced accounts.
Conduct high-quality customer engagements over calls, following industry best practices.
Promote adoption and usage of digital platforms such as mobile banking and the Optimus app.
Increase product holdings per customer by cross-selling pre-approved products like credit cards and other banking solutions.
Profile customers and recommend suitable banking products based on their needs and preferences.
Ensure effective onboarding for Mobile/Net Banking, Bill Pay, SIPs, Insurance, Investment solutions, Retail and SME Loans, and other banking programs.
Meet monthly operating plans to improve scorecard performance and decile rankings.
Coordinate with internal teams to close retail asset and trade transactions generated through client engagement.
Resolve customer queries and complaints promptly to meet Net Promoter Score (NPS) benchmarks.
Ensure strict adherence to bank policies and compliance standards.
Pitch Relationship Banking program benefits and onboard eligible customers/groups.

Interested candidates can directly share their resumes with me on my Email ID shalini.gupta@v-konnect.com or Whatsapp Number 9893057024.

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