Virtual Relationship Manager

3 weeks ago

Mumbai, India Aspire For Her Full time

Aspire For Her is excited to present the following opportunity with one of our esteemed partners. Please find the details below:


Duties and Responsibilities:

Portfolio Management for Bank’s Domestic / 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.


Competencies / Skill set required:

  • Verbal and written communication skill / listening skills.
  • Customer service orientation
  • Interpersonal Effectiveness
  • Ability to work accurately, under high pressure within fixed and short timeframes
  • Result and quality oriented
  • Resilience / Persuasiveness
  • Negotiation / Conviction skills
  • High energy level and Self motivation


Desired Candidate Profile

  • Graduate Significant experience in a sales department with a good sensibility regarding customer acquisition and portfolio management
  • Ability to negotiate, convince clients and increase clients accounts
  • Feel at ease with numbers and MS Excel and generally very comfortable with IT
  • Proven track record in sales


Qualification and Experience Required

Qualifications:

  • Minimum Graduate or equivalent degree
  • Excellent flair of English Language

Experience:

  • 1 to 5 years of experience in sales & / or relationship role( Preferable)
  • Fresher’s with excellent communication skill can be considered

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