Virtual Relationship Manager

• 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 crosssell of preapproved 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 onboarding 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 customerfocused 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 onboard customers/groups to the RB program.
  

• Assist audit and ensure compliance to internal and external regulations and guidelines.
  
• Provide best inclass customer service to all clients to become their primary banker.
  

Requirements