Job Description
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 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 TATs
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
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 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 TATs
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
💡 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.
