Inside Sales and Customer Engagement

3 weeks ago


thane, India upGrad Rekrut Full time
Job description for Virtual Wealth Relationship Manager
1. Serve our most affluent customers & drive growth by ensuring excellent
engagement & customer service
2. Act as the primary point of contact and be responsible for initiating, building
& maintaining deep relationships with these customers to address all their
banking needs, products and servicing requirements.
3. Fully own the book, growth and customer service KPIs for mapped portfolio
4. Collaborate with product specialists and subject matter experts to provide
tailored solutions that align with customers' specific requirements
5. Work with internal teams to drive on-ground innovation and bank's strategic
initiatives
6. Demonstrate a solution-oriented mindset, ensuring seamless onboarding
onto Mobile/Net Banking platforms, facilitating Bill Pay services, promoting
SIP, Insurance, and Investment solutions, as well as facilitating Retail, SME
Loans and other pertinent banking programs
7. Enforce strict adherence to the bank's policies and regulatory compliance
measures
8. Provide assistance during audits, ensuring conformity to internal and external
regulations and guidelines

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