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Assistant Manager-Customer Service Executive

3 months ago

Hyderabad Secunderabad, India timesjobs Full time

Job Name:
Virtual On Phone RM

Job Location:
Andheri East, Mumbai

Personal Banker for Mumbai location.


Job Purpose = Responsible for the portfolio being handled so as to build effective relationship with the classic customers by regularly contacting the customers.


  • Establish contacts with the customer as per the contact cycle
  • Identifying the opportunities in the portfolio so as to enhance the portfolio.
  • Meet the portfolio objectives like cross-sell, income, quality parameters and regular service interactions.
Job Responsibilities =

Income achievement/Revenue Generation = Meet the income or revenue target set for the portfolio being handled.

  • Identify the opportunities available in the portfolio.
Contactability = Contact the customers as per the defined target and plan.

  • Establish contact with the customer on all the triggers, birthday calls, service calls to make effective conversation.
Service Quality = Effective interaction or communication to be done with customer.

  • Every conversation made to the customer to be properly updated in the CRM Next with complete details.
  • Work on the feedback shared with by the supervisor /unit manager/training manager on the quality of conversation or interaction
  • Prepare and use narratives during the conversation made to the customers.
Sales = Identify the opportunities in the portfolio and close on the opportunities.

  • Meet the targets of the defined products given
  • Follow up on the leads generated towards closure
Audit and compliance = Adhere to all the laid down processes set.

  • Follow all the guidelines as defined and comply with the processes set.

Educational Qualifications :
Graduate