Virtual Relationship Banking-prime

7 days ago

Mumbai, India Metconnect Infotech Pvt Ltd Full time

Job Profile**:Virtual Relationship Banking-Prime**

Educational qualifications : Bachelor's Degree

work experience: 0 to 2 Years

**Required Skills**:

- Basic Banking
- Communication

**Roles & 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 accurate and timely submission of financial transactions & requests.
- Adherence to set processes of updating customer interactions in CRM next.

MIS - Reporting

**Primary Responsibilities**:

- To engage regularly with the customers as defined by the contact policy and provide a Consistent.
- Ensuring that customers get world-class services and their needs are understood and met through

financial products that the Bank has to offer
- 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 bank whenever

customer needs.
- 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

**Salary**: ₹200,000.00 - ₹290,000.00 per year

Schedule:

- Day shift

Ability to commute/relocate:

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

**Experience**:

- total work: 1 year (preferred)

**Speak with the employer**
+91 9471087724

  • Virtual Relationship Banking Officer

    7 days ago

    Mumbai, India Maan Source Full time

    HDFC Bank is looking for a Virtual Relationship Banking - COP Officer - Fresher to join their team in Mumbai. Job Title: Virtual Relationship Banking - COP Officer - Fresher Company: HDFC Bank Location: Mumbai Salary Range: 1.7 - 2.1 lacs per annum **Responsibilities**: - Continuously engage with portfolio customers as per contact policy - Handle calls...

  • Virtual Relationship Banking

    2 weeks 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...

  • Walk In-Virtual relationship Banking

    3 weeks ago

    Navi Mumbai, India Kotak Mahindra Bank Full time

    Job Title: Virtual Relationship ManagerCompany: Kotak Mahindra BankLocation: Wagle Estate, Thane WestDepartment: Customer Service / SalesEmployment Type: Full-Time (Bank Payroll) Requirements: Experience: Min. 6 months in Banking/BPO Sales (No Freshers) Education: Graduate | Age: 1832 years Skills: Fluent in English, Strong Sales & Numerical Ability Gender:...

  • Walk In-Virtual relationship Banking

    2 weeks ago

    Navi Mumbai, Maharashtra, India Kotak Mahindra Bank Full time ₹ 4,20,000 - ₹ 4,80,000 per year

    Job Title: Virtual Relationship ManagerCompany: Kotak Mahindra BankLocation: Wagle Estate, Thane WestDepartment: Customer Service / SalesEmployment Type: Full-Time (Bank Payroll)Requirements:Experience: Min. 6 months in Banking/BPO Sales (No Freshers)Education: Graduate | Age: 1832 yearsSkills: Fluent in English, Strong Sales & Numerical AbilityGender: Open...

  • Prime Services

    4 days ago

    Mumbai, India BNP Paribas Full time

    Job Description About BNP Paribas India Solutions: Established in 2005, BNP Paribas India Solutions is a wholly owned subsidiary of BNP Paribas SA, European Union's leading bank with an international reach. With delivery centers located in Bengaluru, Chennai and Mumbai, we are a 24x7 global delivery center. India Solutions services three business lines:...

  • Virtual Relationship Manager

    2 weeks ago

    Navi Mumbai, Maharashtra, India Yes Bank Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Virtual Relation Manager ( Navi Mumbai)Grade :- AM/DMResponsibilitiesManage and nurture client relationships through virtual engagementsProvide clients with personalized financial advice and solutionsIdentify opportunities to cross-sell banking products and servicesRespond promptly to client inquiries, providing exceptional customer serviceCollaborate with...

  • Virtual Relationship Manager

    3 weeks ago

    Navi Mumbai, India Yes Bank Full time

    Virtual Relation Manager ( Navi Mumbai)Grade :- AM/DMResponsibilities Manage and nurture client relationships through virtual engagements Provide clients with personalized financial advice and solutions Identify opportunities to cross-sell banking products and services Respond promptly to client inquiries, providing exceptional customer service Collaborate...

  • Openings For Virtual Relationship Manager For a Reputed Bank

    3 weeks ago

    Navi Mumbai, India Aspire Consultancy Services Full time

    Excellent CommsSmart & confident exp in Sales & ServiceCustomer service executives in global banks based in India handling sales and serviceWealth Management and Insurance, Virtual RelationshipOther sector – Hospitality, Real estate, Ed Tech etc Required Candidate profile If Interested then Call or Whats App HR Anika @ Perks and benefits 3lac worth...

  • Openings For Virtual Relationship Manager For a Reputed Bank

    1 week ago

    Navi Mumbai, Maharashtra, India Aspire Consultancy Services Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Excellent CommsSmart & confident exp in Sales & ServiceCustomer service executives in global banks based in India handling sales and serviceWealth Management and Insurance, Virtual RelationshipOther sector – Hospitality, Real estate, Ed Tech etc Required Candidate profileIf Interested then Call or Whats App HR Anika @ Perks and benefits3lac worth...

  • Virtual Relationship Officer

    1 week 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...