Virtual Relationship Manager

Job Description

RESPONSIBILITIES 

• 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.

Are you interested in this position?
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