Virtual Relationship Banking

3 weeks ago

Mumbai, India CSHRS Full time

**FREE RECRUITMENT**

**Virtual Relationship Banking-COP Officer ( 0 TO 1YEAR EXPERIENCE) **Required work experience
- **Industry: BFSI/Insurance**

**- Role: Fresher/Sales**

**- Years of experience: 0 to 1**

**Required Skills**:
**- Basic Banking**

**- Communication**

Position description: Ensuring that customers get world-class services and that their needs are understood and

met through the 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

**Job Types**: Full-time, Regular / Permanent

**Salary**: ₹14,000.00 - ₹17,000.00 per month

**Benefits**:

- Commuter assistance
- Health insurance
- Paid sick time
- Paid time off
- Provident Fund

Schedule:

- Day shift
- Rotational shift

Ability to commute/relocate:

- Mumbai, Maharashtra: Reliably commute or planning to relocate before starting work (required)

Application Question(s):
**Speak with the employer**
+91 9922468501
- Health insurance

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