Job Description
Roles and Responsibilities :
• To engage regularly with the customers as defined by the contact policy and provide a Consistent & a Superior Digital Experience
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.
• 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
Sales part:
• 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.
Job Purpose:
• To engage regularly with the customers as defined by the contact policy and provide a Consistent & a Superior Digital Experience
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.
Interaction Quality :
• Achieve Quality benchmarks defined from time to time.
Audit & Service quality:
• Ensure all laid down system and process are followed as stipulated by Audit and Senior Management
• To engage regularly with the customers as defined by the contact policy and provide a Consistent & a Superior Digital Experience
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.
• 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
Sales part:
• 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.
Job Purpose:
• To engage regularly with the customers as defined by the contact policy and provide a Consistent & a Superior Digital Experience
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.
Interaction Quality :
• Achieve Quality benchmarks defined from time to time.
Audit & Service quality:
• Ensure all laid down system and process are followed as stipulated by Audit and Senior Management
💡 Quick Summary
Seeking a career-building opportunity? The Virtual Relationship Manager Banking 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.
