Virtual Relationship Manager

2 weeks ago

Navi Mumbai, India YES BANK Full time

Job Responsibilities

Portfolio Management for Banks 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 TATs

Fulfilment of other objectives:

To actively participate and contribute in fulfilment of other time bound objectives that department or organization may initiate from time to time.

  • Head - virtual relationship manager

    4 weeks ago

    Mumbai, India IIFL Securities Full time

    Key Responsibilities:  Lead and manage the Virtual RM team, ensuring the delivery of excellent client advisory and servicing through digital channels.  Develop and implement strategies to enhance client engagement, satisfaction, and retention using virtual platforms.  Drive revenue growth by identifying opportunities for cross-selling and...

  • Head - Virtual Relationship Manager

    4 weeks ago

    Mumbai, India IIFL Securities Full time

    Key Responsibilities: Lead and manage the Virtual RM team, ensuring the delivery of excellent client advisory and servicingthrough digital channels. Develop and implement strategies to enhance client engagement, satisfaction, and retention usingvirtual platforms. Drive revenue growth by identifying opportunities for cross-selling and upselling of...

  • Head - Virtual Relationship Manager

    4 weeks ago

    mumbai, India IIFL Securities Full time

    Key Responsibilities:  Lead and manage the Virtual RM team, ensuring the delivery of excellent client advisory and servicing through digital channels.  Develop and implement strategies to enhance client engagement, satisfaction, and retention using virtual platforms.  Drive revenue growth by identifying opportunities for cross-selling and upselling...

  • Head - Virtual Relationship Manager

    4 weeks ago

    Mumbai Metropolitan Region, India IIFL Securities Full time

    Key Responsibilities: Lead and manage the Virtual RM team, ensuring the delivery of excellent client advisory and servicingthrough digital channels. Develop and implement strategies to enhance client engagement, satisfaction, and retention usingvirtual platforms. Drive revenue growth by identifying opportunities for cross-selling and upselling of...

  • Senior Virtual Relationship Manager

    3 weeks ago

    Mumbai, Maharashtra, India IIFL Securities Full time

    We are seeking a Senior Virtual Relationship Manager to join our team at IIFL Securities. This is a fantastic opportunity for an experienced leader to drive business growth and lead a virtual team in a fast-paced environment.About the RoleThe successful candidate will have a proven track record of managing virtual or remote relationship management teams and...

  • IIFL Securities | Head

    4 weeks ago

    mumbai, India IIFL Securities Full time

    Key Responsibilities:  Lead and manage the Virtual RM team, ensuring the delivery of excellent client advisory and servicing through digital channels.  Develop and implement strategies to enhance client engagement, satisfaction, and retention using virtual platforms.  Drive revenue growth by identifying opportunities for cross-selling and upselling...

  • IIFL Securities | Head

    4 weeks ago

    mumbai, India IIFL Securities Full time

    Key Responsibilities: Lead and manage the Virtual RM team, ensuring the delivery of excellent client advisory and servicingthrough digital channels. Develop and implement strategies to enhance client engagement, satisfaction, and retention usingvirtual platforms. Drive revenue growth by identifying opportunities for cross-selling and upselling of...

  • IIFL Securities | Head

    4 weeks ago

    mumbai, India IIFL Securities Full time

    Key Responsibilities:  Lead and manage the Virtual RM team, ensuring the delivery of excellent client advisory and servicing through digital channels.  Develop and implement strategies to enhance client engagement, satisfaction, and retention using virtual platforms.  Drive revenue growth by identifying opportunities for cross-selling and upselling...

  • Virtual Csr Assistant

    2 months ago

    Mumbai, Maharashtra, India Tasks Expert Virtual Employee Services Pvt. Ltd Full time

    About Company Tasks Expert is a USA-based offshore virtual assistant company established in 2017 with a delivery center located in Mumbai, India. As a leading full-time offshore virtual assistant company, we provide 24/7 services to small, mid-sized, and large businesses, as well as busy professionals and entrepreneurs around the world. Job Summary: Key...

  • Virtual Csr Assistant

    1 month ago

    Mumbai, Maharashtra, India Tasks Expert Virtual Employee Services Pvt. Ltd Full time

    Job description About Company Tasks Expert is a USA-based offshore virtual assistant company established in 2017 with a delivery center located in Mumbai, India. As a leading full-time offshore virtual assistant company, we provide 24/7 services to small, mid-sized, and large businesses, as well as busy professionals and entrepreneurs around the...

  • Virtual Relationship Banking Officer

    6 months ago

    Mumbai, India SLPS Consulting Full time

    Hiring for virtual relationship banking officer for mumbai location. Role : cop officer Location :andheri east Experience: 0 to 1 year Skills: Excellent communication Salary : 15 k in hand + incentive Contact no : 7428735803 **Salary**: ₹10,000.00 - ₹15,000.00 per month Schedule: - Day shift **Education**: - Bachelor's...

  • Virtual Wealth Manager

    3 months ago

    Mumbai, India Zyvka Full time

    Job Title: Virtual WealthManagerCompanyInformation :SATCO Wealth PvtLtd. is a rapidly expanding boutique wealth firm with over 150years of cumulative experience among senior management. The companyspecializes in wealth creation preservation protection andtransmission catering both domestic (Mumbai) and international(Dubai)clients.Experience:48 YearsSalary :...

  • Virtual Relationship Manager

    2 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...

  • Virtual Relationship Manager

    2 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 CustomersEngage with assigned portfolio of Bank customers for service and deepening relationshipCustomer interactions to be duly updated in Bank system for...

  • Virtual Relationship Manager

    2 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 CustomersEngage with assigned portfolio of Bank customers for service and deepening relationshipCustomer interactions to be duly updated in Bank system for...

  • Virtual Relationship Manager

    2 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 CustomersEngage with assigned portfolio of Bank customers for service and deepening relationshipCustomer interactions to be duly updated in Bank system for...

  • Relationship Manager

    2 months ago

    Mumbai, India Hiregis Full time

    We're looking for Virtual Relationship Managers with 2-6 Years of experience in Mumbai.As a Virtual Relationship Manager, you will play a vital role in building and maintaining relationships with our customers by providing them with a truly exceptional digital banking experience.Regularly engaging with customers and providing a consistent and superior...

  • Virtual representative

    1 week ago

    Mumbai, India Turkiye Hayatim Full time

    Company DescriptionTürkiye Hayatım is a dynamic digital platform showcasing Türkiye's vibrant spirit, catering to startups, entrepreneurs, and businesses. It serves as a hub for innovation, success stories, and insights into the nation’s thriving entrepreneurial ecosystem. Beyond business, Türkiye Hayatım explores the rich culture, diverse travel...

  • Virtual Representative

    1 week ago

    Mumbai, India Turkiye Hayatim Full time

    Company Description Türkiye Hayatım is a dynamic digital platform showcasing Türkiye's vibrant spirit, catering to startups, entrepreneurs, and businesses. It serves as a hub for innovation, success stories, and insights into the nation’s thriving entrepreneurial ecosystem. Beyond business, Türkiye Hayatım explores the rich culture, diverse travel...

  • Virtual Representative

    1 week ago

    Mumbai, India Turkiye Hayatim Full time

    Company Description Türkiye Hayatım is a dynamic digital platform showcasing Türkiye's vibrant spirit, catering to startups, entrepreneurs, and businesses. It serves as a hub for innovation, success stories, and insights into the nation’s thriving entrepreneurial ecosystem. Beyond business, Türkiye Hayatım explores the rich culture, diverse...