Job Description
Job Responsibilities(JR) : 6 8 Areas
• 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
• 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
• 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.
Experience Required
Minimum experience in years 1 Years
Role : Personal Banker
Industry : Banking
Functional Area : BFSI, Investments & Trading
Role Category : Banking Operations
Key Skillsvirtual relationship managerOutbound CallingTelesalesContact CenterVIRTUAL SALESPhone BankingOutbound TelesalesSkills highlighted with are preferred keyskills
UG : Any Graduate
• 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
• 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
• 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.
Experience Required
Minimum experience in years 1 Years
Role : Personal Banker
Industry : Banking
Functional Area : BFSI, Investments & Trading
Role Category : Banking Operations
Key Skillsvirtual relationship managerOutbound CallingTelesalesContact CenterVIRTUAL SALESPhone BankingOutbound TelesalesSkills highlighted with are preferred keyskills
UG : Any Graduate
💡 Quick Summary
Seeking a career-building opportunity? The Leading Bank Hiring Virtual Relationship Manager For position is now open for candidates interested in the Bank Jobs sector. This role in Kolkata offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
