Virtual Relationship Officer

2 weeks ago

Mumbai, India Dazzlelect Full time

Job Title: Virtual Relationship Officer.

Location: Work From Office.

Educational Qualification: Any Graduate.

Ensuring that customers get world-class services and their needs are

understood and met through financial products that the Bank has to

offer.
- 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

is 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.
- 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.
- 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.
- 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.

Qualifications & Skills
- Excellent Verbal & Written Communication Skills.
- 0-1 year experience from BFSI/NBFC industry.

interview.
- Should have knowledge on basic banking domain.
- Great networking skills.
- Fresher’s can apply.
- Outstanding interpersonal abilities.

interview.

Mandatory skills: Call Handling, Customer Needs, Resolution of

Complaints, Customer Engagement, BFSI.

**Salary**: ₹170,000.00 - ₹210,000.00 per year

Schedule:

- Monday to Friday

Ability to commute/relocate:

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

Application Question(s):

- Should have knowledge on basic banking domain.

**Experience**:

- Customer service (required)

**Language**:

- English (preferred)

  • Virtual Relationship Officer

    7 days ago

    Mumbai, India Dazzlelect Full time

    Job Title: Virtual Relationship Officer. Location: Work From Office. Educational Qualification: Any Graduate Qualifications & Skills - Excellent Verbal & Written Communication Skills. - 0-1 year experience from BFSI/NBFC industry. - Should have knowledge on basic banking domain. - Great networking skills. - Fresher’s can apply. - Outstanding...

  • Virtual Relationship Banking Officer

    2 months ago

    Mumbai, India SLPS Consulting Full time

    Hiring for virtual relationship banking officer for mumbai location. Role : cop officer Location :andheri east Experience: 0 to 1 year Skills: Excellent communication Salary : 15 k in hand + incentive Contact no : 7428735803 **Salary**: ₹10,000.00 - ₹15,000.00 per month Schedule: - Day shift **Education**: - Bachelor's...

  • Relationship Executive Virtual Office

    7 days ago

    Virar, Mumbai, Maharashtra, India Bajaj Allianz General Insurance Company Full time

    : **Organizational Understanding**: - Exhibit basic understanding of organizational goals and vision, key initiatives. Basic awareness of operating procedures, SOP, value chain and ability to align with organization**Industry Understanding & Competitive Awareness**: - Knowledge of industry competitors and latest trends in GI Industry Knowledge about...

  • Virtual Relationship Manager

    4 weeks ago

    mumbai, India RipplesIndia Group Full time

    Virtual Relationship Manager Digital Vertical VRM Experience freshers to 5 years exp. Qualification Min graduation with NISM 5A certification Location Goregaon East - Mumbai Work Mode Work from the office. Key Responsibility Areas Responsible for managing and supporting existing client base on smooth usage of...

  • Relationship Executive Agency Virtual Office

    2 months ago

    Virar, Mumbai, Maharashtra, India Bajaj Allianz General Insurance Company Full time

    : **Organizational Understanding**: - Exhibit basic understanding of organizational goals and vision, key initiatives. Basic awareness of operating procedures, SOP, value chain and ability to align with organization**Industry Understanding & Competitive Awareness**: - Knowledge of industry competitors and latest trends in GI Industry Knowledge about...

  • Virtual Relationship Banking

    2 weeks ago

    Andheri, Mumbai, Maharashtra, India Maan Source Full time

    HDFC Bank is looking for a motivated and customer-focused Virtual Relationship Banking - COP Officer. Join our team to help customers navigate their financial journey with innovative banking solutions. This is an excellent opportunity for freshers in Mumbai. **Primary Responsibilities**: Customer Engagement: Continuous engagement with the portfolio...

  • Virtual Relationship Banking-cop Officer-processing

    1 month ago

    Mumbai, India HDFC Bank Full time

    **Group Company**: HDFC Bank Limited **Designation**: Virtual Relationship Banking-COP Officer-Processing (BU93_1702_100073) **Office Location**: MIDC Andheri East Mumbai (Branch) **Position description**: **Customer Engagement** - Continuous engagement with the portfolio customers mapped as per the contact policy, with accurate & complete capture of...

  • Virtual Relationship Banking-cop Officer

    1 month ago

    Mumbai, India HDFC Bank Full time

    **Group Company**: HDFC Bank Limited **Designation**: Virtual Relationship Banking-COP Officer (BU93_1702_100020) **Office Location**: MIDC Andheri East Mumbai (Branch) **Position description**: **Customer Engagement** - Continuous engagement with the portfolio customers mapped as per the contact policy, with accurate & complete capture of interaction...

  • Virtual Relationship Officer

    2 months ago

    Mumbai, India Dazzlelect Full time

    Ensuring that customers get world-class services and their needs are understood and met through financial products that the Bank has to offer. - 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...

  • Virtual Relationship Officer

    2 months ago

    Mumbai, India Dazzlelect Full time

    **Roles and 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...

  • Virtual Relationship Officer

    2 months ago

    Mumbai, India SLPS Consulting Full time

    **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...

  • Virtual Relationship Banking-prime

    1 week ago

    Mumbai, India HDFC Bank Full time

    **Group Company**: HDFC Bank Limited **Designation**: Virtual Relationship Banking-Prime Officer-Processing (SBU105_1702_100074) **Office Location**: Trade Star - Andheri Mumbai (Branch) **Position description**: **Prepare and Publish MISs on all areas of the Channel’s operations** - **Preparing Dashboard** which is maintained as a quick snapshot...

  • Virtual Relationship Officer

    1 month ago

    Mumbai, India Dazzlelect Full time

    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. - 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...

  • Virtual Relationship Banking

    1 month ago

    Mumbai, India Maan Source Full time

    HDFC bank Hiring Virtual Relationship Banking - Freshers in Mumbai. **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...

  • Virtual Relationship Banking

    2 months ago

    Mumbai, India The October Full time

    **Virtual Relationship Banking-Prime** **Min Experience** 0 year **Max Experience** 2 years **Notice Period** Max 15 days **Estimated Budget** Total Budget (₹2L - ₹2.9L) Customer Engagement - Continuous engagement with the portfolio customers mapped as per the contact policy, with accurate & complete capture of interaction details. - Call...

  • Virtual Relationship Manager

    2 months ago

    mumbai, India upGrad Rekrut Full time

    Role/ Job Title: Virtual Relationship ManagerFunction/ Department: Retail Banking (VRM)Job Purpose:RH-VRM Channel will be driving VRMs in the region to meet their objectives. He/she will be responsible for leading the RM agenda in the region and ensure following Engagement across products - Liabilities, On-boarding parameters, Retail Assets, Credit Cards,...

  • Virtual Relationship Manager

    2 weeks ago

    mumbai, India upGrad Rekrut Full time

    Role/ Job Title: Virtual Relationship ManagerFunction/ Department: Retail Banking (VRM)Job Purpose:RH-VRM Channel will be driving VRMs in the region to meet their objectives. He/she will be responsible for leading the RM agenda in the region and ensure following Engagement across products - Liabilities, On-boarding parameters, Retail Assets, Credit Cards,...

  • Virtual Relationship Banking

    4 days ago

    Navi Mumbai, India Maan Source Full time

    HDFC bank Hiring Virtual Relationship Banking - Freshers in Mumbai. **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...

  • Virtual Relationship Manager

    2 months ago

    Mumbai, India upGrad Rekrut Full time

    Role/ Job Title: Virtual Relationship ManagerFunction/ Department: Retail Banking (VRM)Job Purpose:RH-VRM Channel will be driving VRMs in the region to meet their objectives. He/she will be responsible for leading the RM agenda in the region and ensure following Engagement across products - Liabilities, On-boarding parameters, Retail Assets, Credit Cards,...

  • Virtual Relationship Manager

    2 months ago

    Mumbai, India upGrad Rekrut Full time

    Role/ Job Title: Virtual Relationship ManagerFunction/ Department: Retail Banking (VRM)Job Purpose:RH-VRM Channel will be driving VRMs in the region to meet their objectives. He/she will be responsible for leading the RM agenda in the region and ensure following Engagement across products - Liabilities, On-boarding parameters, Retail Assets, Credit Cards,...