Virtual Relationship Manager - (Mumbai)

Location

Mumbai | India

Job description

Virtual Relationship Manager – Mumbai, Pune & Bangalore

We at UpGrad are seeking to train and depute recent graduates, or those with upto 2 years of experience, to a critical role in one of the top banks in Pune, Bangalore & Mumbai locations. This is a guaranteed job opportunity. There will be a cost of Rs. 20,000 to cover the four weeks of training after the candidate is selected through interview.

Job Title: – Virtual Relationship Manager (Assistant Manager)

Job Type : Sales (Phone Banking) -

Role Type : Individual Role

No of direct reportees : NIL

Job Band Range : E1- E4

Experience : - 0-2 Years

Age Criteria : - 20- 28 Years

Qualification : - Any Graduate

CTC : - 3.75 LPA Fixed Package

Job Description

• To engage regularly with the customers as defined by the contact policy and provide a Consistent & a Superior Digital Experience. Ensuring that customers get world-class services, and their needs are understood and met through financial products that the Bank has to offer.
• To enhance Customer Relationship & while doing so, Educate, Encourage & Induce the customers to use the Digital mediums for their banking transactions/ needs, while keeping a 'window' to talk to the bank whenever customer needs.
• Responsible for meeting the scorecard targets and portfolio benchmarks set and that all guidelines and regulatory requirements are followed. So that the VRM becomes the top of the mind recall amongst the customers in the catchment for all their financial needs and services, thereby ensuring that the VRM also achieves the key performance parameters Continuous engagement with the portfolio customers mapped as per the contact policy, with accurate & complete capture of interaction details.
• Call handling as per defined standards.
• Accurate resolution for customer queries.
• Promoting Digital Banking services for a superior customer service experience.
• Profiling of customers in order to aid right cross-servicing of Bank products.
• Accurate logging and resolution of complaints.
• Attrition control of customers.
• Regular interactions with the customers and pro-actively assessing customer needs.
• Deepening relationship by cross selling 'sticky products' like Demat, Bill Pay, Advisory etc.
• Ensure portfolio quality of relationship while racing considering eligibility.
• Monitor large amount movements and account closure from the deposit accounts.
• Ensure retention of customers
• Meet the defined objectives of the Portfolio managed by the respective VRM, right cross-sell of products basis profiling and engagement.
• Penetration of products across groups.
• Sales across all product segments-TPP, Assets, Cards etc.
• Acquiring & grouping of all related IDs of the Primary ID.
• Use of triggers to track maturity of FDs, movement of CASA balances etc. And prevent outflow.
• Ensure Staff are trained on product knowledge and requisite certifications.
• Income to be generated at a customer level. Achieve Quality benchmarks defined from time to time.
• Complete and accurate capture of call interactions, including profiling thereby aiding relationship management.
• Ensure all laid down system and process are followed as stipulated by Audit and Senior Management
• Ensure accurate and timely submission of financial transactions. & requests.
• Adherence to set processes of updating customer interactions in CRM next. Ensure timely submission of Customer base review / reports as requested by Central Team / Senior Management.

Candidates interested please write back to us on [HIDDEN TEXT]/[HIDDEN TEXT]/ [HIDDEN TEXT] or Call us on @9967161725 or 7030831035 (M)

We look forward to helping you get trained & gain a permanent Job with a leading private Bank.

Warm Regards

upGrad Team.

[HIDDEN TEXT]/[HIDDEN TEXT]/ [HIDDEN TEXT]

@9967161725(M) 7030831035 (M)

Job tags

Salary