Virtual Relationship Manager

Category: Banking Location: Mumbai Maharashtra India Job Purpose: ​ VRM will be responsible for enhancing the customer engagement virtually to increase customer stickiness on managed clients. They will drive mobile banking adoption & usage, increase cross-sell of products and work towards upgrading and on-boarding customers in the relationship banking program. Professionally driven to achieve higher customer satisfaction and increase retention. VRM to have complete knowledge of end-to-end bank offerings, key goals of RM, bank systems and key onboarding steps for products cross-sell. Roles & Responsibilities: - Responsible for deepening customer relationships to increase customer relationship value. - Responsible for driving quality engagements over call with customers by following industry best practices. - Responsible for increasing mobile banking adoption and drive initial login on Optimus app. - CASA value builds up and new client acquisition and increase in 'Product Holding Per Customer' within mapped portfolio. - Responsible for cross-sell of pre-approved products such as Credit Card and other offers to increase products per customer, - Ensure all customer profiling for mapped customers and presented with suitable banking products as per their need and requirements. - Be solution oriented and ensure effective on-boarding on Mobile/Net Banking, Bill Pay, SIP, Insurance & Investment solutions, Retail and SME Loans and relevant banking programs. - Ensure monthly operating plan is met to improve scorecard and decile rankings. - Coordinate with respective teams for closure of retail assets & trade transactions business generated through client engagement. - Responsible for creating a customer-focused approach for quick resolution of all queries and complaints to achieve NPS benchmarks. - Ensure strict adherence to the bank policies and compliance. - Pitch Relationship Banking program benefits and eligibility criteria to customers and on-board customers/groups to the RB program. Secondary Responsibilities: - Assist audit and ensure compliance to internal and external regulations and guidelines. - Provide best in-class customer service to all clients to become their primary banker. Requirements Graduation: Bachelor’s in Engineering / Technology / Maths / Commerce / Arts / Science / Biology / Business / Computers / Management/ any other graduation degree. Experience: Minimum 2+ years of relevant experience in Banking or allied Business. Details Originally posted on Himalayas