Job Description
Job Profile: Virtual Relationship Banking-Prime
Educational qualifications : Bachelor's Degree
work experience: 0 to 2 Years
Required Skills:
Basic Banking
Communication
Roles & Responsibilities :
Customer Engagement
•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
Achievement of portfolio parameters
•Meet the defined objectives of the Portfolio managed by the respective VRM
Sales
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 accurate and timely submission of financial transactions & requests.
•Adherence to set processes of updating customer interactions in CRM next.
MIS – Reporting
Primary Responsibilities:
To engage regularly with the customers as defined by the contact policy and provide a Consistent.
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 RM becomes the top of the mind recall amongst the customers in the catchment for all
their financial needs and services
Job Type: Full-time
Salary: ₹200,000.00 - ₹2+0,000.00 per year
Schedule:
Day shift
Ability to commute/relocate:
Mumbai, Maharashtra: Reliably commute or planning to relocate before starting work (Required)
Experience:
total work: 1 year (Preferred)
Speak with the employer
++1-XXXXXXXXXX
Educational qualifications : Bachelor's Degree
work experience: 0 to 2 Years
Required Skills:
Basic Banking
Communication
Roles & Responsibilities :
Customer Engagement
•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
Achievement of portfolio parameters
•Meet the defined objectives of the Portfolio managed by the respective VRM
Sales
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 accurate and timely submission of financial transactions & requests.
•Adherence to set processes of updating customer interactions in CRM next.
MIS – Reporting
Primary Responsibilities:
To engage regularly with the customers as defined by the contact policy and provide a Consistent.
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 RM becomes the top of the mind recall amongst the customers in the catchment for all
their financial needs and services
Job Type: Full-time
Salary: ₹200,000.00 - ₹2+0,000.00 per year
Schedule:
Day shift
Ability to commute/relocate:
Mumbai, Maharashtra: Reliably commute or planning to relocate before starting work (Required)
Experience:
total work: 1 year (Preferred)
Speak with the employer
++1-XXXXXXXXXX
💡 Quick Summary
Seeking a career-building opportunity? The Virtual Relationship Banking|Prime position is now open for candidates interested in the Bank Jobs sector. This role in Mumbai 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.