Virtual Relationship Banking-cop Officer
1 day ago
**Group Company**: HDFC Bank Limited **Designation**: Virtual Relationship Banking-COP Officer (BU93_262_100020) **Office Location**: CMA Centenary Tower Bangalore (Branch) **Position description**: **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 **Primary 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 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 - thereby ensuring that the RM also achieves the key performance parameters set **Educational qualifications preferred** - **Category**: Bachelor's Degree **Required work experience** - **Years of experience**: 1 to 2 **Required Skills**: - Basic Banking - Communication **Required abilities** - **Other**:Major Stake holders **(intra team and cross functional stakeholders, who would need to be interacted with for discharging duties) - Customers - Prime Head - Regional Head - Unit Head - Team Managers
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Bengaluru, India Prakasha and co Full time**Looking for a CA partner, who is holding Cop, to work with Cs office in Bangalore.** Are you ready to take your CA career to the next level? **Prakasha & Co**, a CS legal, and tax advisory firm in Bangalore, is looking for a dedicated individual to join our team as a CA **Audit Partner**. This is a fantastic opportunity to work with a growing organization...
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Bengaluru, India HDFC Bank Full time**Group Company**: HDFC Bank Limited **Designation**: Virtual Relationship Banking-Tele Banking Executive (ME/IFB) (137_262_100089) **Office Location**: CMA Centenary Tower Bangalore (Branch) **Position description**: **Qualitative**:Product level Unit and Value target achievement. Monthly productivity. **Detailed Responsibilities** Tele Banking...
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Virtual Relationship Manager
3 days ago
Bengaluru, Karnataka, India Ujjivan Small Finance Bank Full time ₹ 12,00,000 - ₹ 20,00,000 per yearGRADE - DM-IIDEPARTMENT - Phone BankingSUB-DEPARTMENT - Phone BankingREPORTS TO - Team Leader Virtual Relationship ManagementROLE PURPOSE & OBJECTIVEThe Virtual Relationship managements engages with the Bank customers and prospects, virtually, to provide a seamless experience to customers.Developing and Expanding existing HNI customer relationships by...
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Virtual Relationship Manager
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Bengaluru, India Skillventory Full timeRole & responsibilities Preferred candidate profile ob Description VRM (Telecaller Lead Coordination) Job Title: Relationship Manager – VRM Lead Channel Location: Bangalore Department: Sales & Distribution Experience Level: 1–4 Years (BFSI / Insurance Preferred) Employment Type: Full-Time Role Overview The Relationship Manager will work closely with the...
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Virtual Relationship Manager
1 week ago
Bengaluru, Karnataka, India Skillventory Full time ₹ 9,00,000 - ₹ 12,00,000 per yearRole & responsibilitiesPreferred candidate profileob Description VRM (Telecaller Lead Coordination)Job Title: Relationship Manager – VRM Lead ChannelLocation: BangaloreDepartment: Sales & DistributionExperience Level: 1–4 Years (BFSI / Insurance Preferred)Employment Type: Full-TimeRole OverviewThe Relationship Manager will work closely with the Bank's...
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Relationship Officer for a Reputed Bank
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Relationship Officer for a Reputed Bank
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Relationship Officer for a Reputed Bank
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