Virtual Relationship Manager-Elite

3 weeks ago

Kurnool, India upGrad Rekrut Full time

Primary Responsibilities · Deepen customer relationships to increase overall relationship value. · Acquire new Non-Resident (NR) accounts and generate referrals from existing customers. · Drive remittances across all managed and sourced accounts. · Conduct high-quality customer engagements over calls, following industry best practices. · Promote adoption and usage of digital platforms such as mobile banking and the Optimus app. · Increase product holdings per customer by cross-selling pre-approved products like credit cards and other banking solutions. · Profile customers and recommend suitable banking products based on their needs and preferences. · Ensure effective onboarding for Mobile/Net Banking, Bill Pay, SIPs, Insurance, Investment solutions, Retail and SME Loans, and other banking programs. · Meet monthly operating plans to improve scorecard performance and decile rankings. · Coordinate with internal teams to close retail asset and trade transactions generated through client engagement. · Resolve customer queries and complaints promptly to meet Net Promoter Score (NPS) benchmarks. · Ensure strict adherence to bank policies and compliance standards. · Pitch Relationship Banking program benefits and onboard eligible customers/groups. Secondary Responsibilities · Assist with audits and ensure compliance with internal and external regulations. · Deliver best-in-class customer service to become the primary banker for clients.What We Are Looking For Education · Graduate in any discipline. · Postgraduate qualification in any discipline is preferred.Experience · 2 to 5 years of relevant experience in banking or allied financial services.Skills and Attributes · Strong communication and interpersonal skills. · Proven ability to engage and retain customers through virtual channels. · Knowledge of banking products, digital platforms, and NR account services. · Customer-centric mindset with a focus on service excellence. · Ability to cross-sell and promote banking solutions effectively. · High level of integrity and commitment to compliance. · Proficiency in using banking systems and digital tools.

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