Virtual Relationship Manager-First Wealth

Location

Secunderabad | India

Job description

Role/ Job Title: Virtual Relationship Manager-First Wealth

Function/ Department: Retail Liabilities

Job Purpose:

VRM will be responsible for enhancing the customer engagement virtually to increase customer stickiness on managed clients. They will drive mobile banking adoption & usage, increase cross-sell of products and work towards upgrading and on-boarding customers in the relationship banking program. Professionally driven to achieve higher customer satisfaction and increase retention. VRM to have complete knowledge of end-to-end bank offerings, key goals of RM, bank systems and key onboarding steps for products cross-sell.

Roles & Responsibilities:

Primary Responsibilities:

• Responsible for deepening customer relationships to increase customer relationship value.
• Responsible for driving quality engagements over call with customers by following industry best practices.
• Responsible for increasing mobile banking adoption and drive initial login on Optimus app.
• CASA value builds up and new client acquisition and increase in 'Product Holding Per Customer' within mapped portfolio.
• Responsible for cross-sell of pre-approved products such as Credit Card and other offers to increase products per customer,
• Ensure all customer profiling for mapped customers and presented with suitable banking products as per their need and requirement.
• Be solution oriented and ensure effective on-boarding on Mobile/Net Banking, Bill Pay, SIP, Insurance & Investment solutions, Retail and SME Loans and relevant banking programs.
• Ensure monthly operating plan is met to improve scorecard and decile rankings.
• Coordinate with respective teams for closure of retail assets & trade transactions business generated through client engagement.
• Responsible for creating a customer-focused approach for quick resolution of all queries and complaints to achieve NPS benchmarks.
• Ensure strict adherence to the bank policies and compliance.
• Pitch Relationship Banking program benefits and eligibility criteria to customers and on-board customers/groups to the RB program.

Secondary Responsibilities:

• Assist audit and ensure compliance to internal and external regulations and guidelines.
• Provide best in-class customer service to all clients to become their primary banker.

Education Qualification :

Graduation: Any Graduate

Experience : Minimum 2+ years of relevant experience in Banking or allied Business.

Job tags

Salary