Virtual Relationship Manager-Elite

2 days ago


bangalore, India upGrad Rekrut Full time

Primary Responsibilities · Deepen customer relationships to increase overall relationship value. · Acquire new Non-Resident (NR) accounts and generate referrals from existing customers. · Drive remittances across all managed and sourced accounts. · Conduct high-quality customer engagements over calls, following industry best practices. · Promote adoption and usage of digital platforms such as mobile banking and the Optimus app. · Increase product holdings per customer by cross-selling pre-approved products like credit cards and other banking solutions. · Profile customers and recommend suitable banking products based on their needs and preferences. · Ensure effective onboarding for Mobile/Net Banking, Bill Pay, SIPs, Insurance, Investment solutions, Retail and SME Loans, and other banking programs. · Meet monthly operating plans to improve scorecard performance and decile rankings. · Coordinate with internal teams to close retail asset and trade transactions generated through client engagement. · Resolve customer queries and complaints promptly to meet Net Promoter Score (NPS) benchmarks. · Ensure strict adherence to



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