Virtual Relationship Manager
5 days ago
ROLE PURPOSE & OBJECTIVE
- The Virtual Relationship managements engages with the Bank customers and prospects, virtually, to provide a seamless experience to customers.
- Developing and Expanding existing HNI customer relationships by ensuring quality portfolio.
- Continuous engagement with the portfolio customers mapped as per the contact policy with accurate and complete capture of interaction details.
- Call Handling as per desired standards.
- Fulfilling customer service requirements and deepening relationships.
- Creating the opportunity to provide financial solutions to customers via cross-sell and upsell.
- Aids in developing and maintaining strong customer relationships, both within a company as well as with new clients.
- Seek out new business opportunities for the clients while advising them on products or services that best fit their needs
- Continuous engagement with customers mapped
- Promoting digital banking services for a superior customer service experience
- Profiling of customers in order to aid right cross-servicing of bank products
- Meet the defined objectives of the Portfolio managed
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