Job Description
Roles and Responsibilities
• Portfolio Management for Banks NRI Customers
• Engage with assigned portfolio of Bank customers for service and deepening relationship
• Customer interactions to be duly updated in Bank system for audit trail and reference to future interactions
• Deepening of customer portfolio level benchmarks
• Manage Issues and Maintain complete relationship record for assigned customer accounts
• Enhancing customer wallet size
• Profiling Customer to increase wallet share – Engaging to capture customer banking habits and inducing to make Yes Bank as primary relationship
• Ensuring customer scoping being done with need based products suggested as hooks for deepening relationship Ensuring that customer scope is done and products targeted accordingly
• Service to Sales approach established for deepening relationship with family members and associates which have been grouped together
• Acquisition of New To Bank Customers
• To acquire new to bank customers from leads generated through marketing channel and various campaigns
• Referrals generated from existing customers
• Penetration of products across family groups
• Customer Query and Complaint resolution:
• Ensure query resolution of the customers by coordinating with service and operations team
• Resolving all complaints received from preferred customers within the stipulated TAT’s
• Fulfilment of other objectives:
• To actively participate and contribute in fulfilment of other time bound objectives that department or organisation may initiate from time to time.
Desired Candidate Profile
Perks and Benefits
• Portfolio Management for Banks NRI Customers
• Engage with assigned portfolio of Bank customers for service and deepening relationship
• Customer interactions to be duly updated in Bank system for audit trail and reference to future interactions
• Deepening of customer portfolio level benchmarks
• Manage Issues and Maintain complete relationship record for assigned customer accounts
• Enhancing customer wallet size
• Profiling Customer to increase wallet share – Engaging to capture customer banking habits and inducing to make Yes Bank as primary relationship
• Ensuring customer scoping being done with need based products suggested as hooks for deepening relationship Ensuring that customer scope is done and products targeted accordingly
• Service to Sales approach established for deepening relationship with family members and associates which have been grouped together
• Acquisition of New To Bank Customers
• To acquire new to bank customers from leads generated through marketing channel and various campaigns
• Referrals generated from existing customers
• Penetration of products across family groups
• Customer Query and Complaint resolution:
• Ensure query resolution of the customers by coordinating with service and operations team
• Resolving all complaints received from preferred customers within the stipulated TAT’s
• Fulfilment of other objectives:
• To actively participate and contribute in fulfilment of other time bound objectives that department or organisation may initiate from time to time.
Desired Candidate Profile
Perks and Benefits
💡 Quick Summary
Seeking a career-building opportunity? The Virtual Relationship Manager | Bank | Navi position is now open for candidates interested in the Bank Jobs sector. This role in Navi 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.
