Virtual Relationship Banking-COP Officer
3 weeks ago
Position description: Ensuring that customers get world-class services and their needs are understood and
met through financial products that the Bank has to offer.
Primary Responsibilities:
Customer Engagement: Continuous engagement with the portfolio customers mapped as per the
contact policy, with accurate & complete capture of interaction details.
Call handling as per defined standards.
Accurate resolution for customer queries.
Promoting Digital Banking services for a superior customer service experience.
Profiling of customers in order to aid right cross-servicing of Bank products
Accurate logging and resolution of complaints.
Attrition control of customers.
Regular interactions with the customers and pro-actively assessing customer needs.
Deepening relationship by cross selling 'sticky products' like Demat, Bill Pay, Advisory etc.
Ensure portfolio quality of relationship while racing considering eligibility.
Monitor large amount movements and account closure from the deposit accounts.
Ensure retention of customers
Achievement of portfolio parameters: Meet the defined objectives of the Portfolio managed by the
respective VRM
Sales: Right cross-sell of products basis profiling and engagement.
Penetration of products across groups.
Sales across all product segments-TPP, Assets, Cards etc.
Acquiring & grouping of all related IDs of the Primary ID.
Use of triggers to track maturity of FDs, movement of CASA balances etc.and prevent outflow.
Ensure Staff are trained on product knowledge and requisite certifications.
Income to be generated at a customer level.
Interaction Quality: Achieve Quality benchmarks defined from time to time.
Complete and accurate capture of call interactions, including profiling thereby aiding relationship
management.
Audit and Service Quality Ensure all laid down system and process are followed as stipulated by
Audit and Senior Management
Ensure accurate and timely submission of financial transactions & requests.
Adherence to set processes of updating customer interactions in CRM next.
MIS Reporting: Ensure timely submission of Customer base review / reports as requested by
Central Team / Senior Management.
Additional Responsibilities:
To engage regularly with the customers as defined by the contact policy and provide a Consistent
& a Superior Digital Experience. Ensuring that customers get world-class services and their needs
are u
To enhance Customer Relationship & while doing so, Educate, Encourage & Induce the customers
to use the Digital mediums for their banking transactions/ needs, while keeping a "window' to talk
to the b
Responsible for meeting the scorecard targets and portfolio benchmarks set and that all guidelines
and regulatory requirements are followed.
So that the RM becomes the top of the mind recall amongst the customers in the catchment for all
their financial needs and services,
thereby ensuring that the RM also achieves the key performance parameters set
Educational qualifications preferred
Category: Bachelor's Degree, Master's Degree
Required work experience
Industry: BFSI/Insurance
Role: Fresher/Sales
Years of experience: 0 to 1
Required Skills:
Basic Banking
Communication
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