Relationship Manager - Phone banking

Location

Andheri East | India

Job description

Job Purpose

• Responsible for the portfolio being handled so as to build effective relationship with the  classic customers by regularly contacting the customers.
  
• Establish contacts with the customer as per the contact cycle.
  
• Identifying the opportunities in the portfolio to enhance the portfolio.
  
• Meet the portfolio objectives like cross-sell, income, quality parameters and regular service interactions.
  

Job Responsibilities : 

• Income achievement/Revenue Generation : 
  
• Meet the income or revenue target set for the portfolio being handled.
  
• Identify the opportunities available in the portfolio.
  
• Contactability :
  
• Contact the customers as per the defined target and plan.
  
• Establish contact with the customer on all the triggers, birthday calls, service calls to make effective conversation.
  
• Service Quality :
  
• Effective interaction or communication to be done with customer.
  
• Every conversation made to the customer to be properly updated in the CRM Next with complete details.
  
• Work on the feedback shared with by the supervisor /unit manager/training manager on the quality of conversation or interaction.
  
• Prepare and use narratives during the conversation made to the customers.
  
• Sales
  
• Identify the opportunities in the portfolio and close on the opportunities.
  
• Meet the targets of the defined products given
  
• Follow up on the leads generated towards closure
  
• Audit and compliance
  
• Adhere to all the laid down processes set.
  
• Follow all the guidelines as defined and comply with the processes set.
  

Requirements

Qualification : Graduate

Key Skills

• Customer handling skills
• Communication skills
• Conversation Skills
• Banking Product and Process Knowledge
  
• Selling Skills
  

Benefits

Job tags

Salary