YES BANK | Virtual Relationship Manager

2 weeks ago


navi mumbai, India YES BANK Full time

Job Responsibilities

Portfolio Management for Banks Domestic / NRI Customers

  • Engage with assigned portfolio of Bank customers for service and deepening relationship
  • Customer interactions to be duly updated in Bank system for audit trail and reference to future interactions
  • Deepening of customer portfolio level benchmarks
  • Manage Issues and Maintain complete relationship record for assigned customer accounts
  • Enhancing customer wallet size
  • Profiling Customer to increase wallet share Engaging to capture customer banking habits and inducing to make Yes Bank as primary relationship
  • Ensuring customer scoping being done with need based products suggested as hooks for deepening relationship Ensuring that customer scope is done and products targeted accordingly
  • Service to Sales approach established for deepening relationship with family members and associates which have been grouped together

Acquisition of New To Bank Customers

  • To acquire new to bank customers from leads generated through marketing channel and various campaigns
  • Referrals generated from existing customers
  • Penetration of products across family groups

Customer Query and Complaint resolution:

  • Ensure query resolution of the customers by coordinating with service and operations team
  • Resolving all complaints received from preferred customers within the stipulated TATs

Fulfilment of other objectives:

To actively participate and contribute in fulfilment of other time bound objectives that department or organization may initiate from time to time.



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