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Virtual Relationship Manager

1 month ago

Bangalore Urban Karnataka India, IN Ujjivan Small Finance Bank Full time

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