3 Days Left Inside Sales and Customer Engagement

2 weeks ago


Thāne, Maharashtra, India upGrad Rekrut Full time
Job description for Virtual Wealth Relationship Manager

  • Serve our most affluent customers & drive growth by ensuring excellent
engagement & customer service

  • Act as the primary point of contact and be responsible for initiating, building
& maintaining deep relationships with these customers to address all their

banking needs, products and servicing requirements.

  • Fully own the book, growth and customer service KPIs for mapped portfolio
  • Collaborate with product specialists and subject matter experts to provide
tailored solutions that align with customers' specific requirements

  • Work with internal teams to drive on-ground innovation and bank's strategic
initiatives

  • Demonstrate a solution-oriented mindset, ensuring seamless onboarding
onto Mobile/Net Banking platforms, facilitating Bill Pay services, promoting

SIP, Insurance, and Investment solutions, as well as facilitating Retail, SME

Loans and other pertinent banking programs

  • Enforce strict adherence to the bank's policies and regulatory compliance
measures

  • Provide assistance during audits, ensuring conformity to internal and external
regulations and guidelines
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