Virtual Relationship Officer

7 days 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 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 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.

**Job Types**: Full-time, Fresher

**Salary**: ₹210,000.00 per year

  • Digital Office/Virtual Relationship Officer

    2 weeks ago

    Navi Mumbai, Maharashtra, India Just Jobs Consultants Full time ₹ 6,00,000 - ₹ 12,00,000 per year

    Digital Office/Virtual Relationship Officer – Day shift 9:30 AM–6:30 PM, Rotational week off, 18–35 yrs, good English comms. Freshers & experienced welcome, Only Graduates, Immediate joiners.

  • Virtual Relationship Banking Officer

    2 weeks 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 Manager

    2 weeks ago

    Navi Mumbai, Maharashtra, India Yes Bank Full time ₹ 5,00,000 - ₹ 10,00,000 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

    2 days 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...

  • Virtual Relationship Manager

    2 weeks ago

    Mumbai, Maharashtra, India EOSGlobe Full time ₹ 1,04,000 - ₹ 1,30,878 per year

    Virtual Relationship Manager (VRM) – Female Candidates Only Jobs in Mumbai at Eureka Outsourcing Solutions (EOS) GlobeEureka Outsourcing Solutions (EOS) GlobeRs Rs per monthMumbai

  • Virtual Relationship Manager

    2 days ago

    Mumbai, India EOSGlobe Full time

    Virtual Relationship Manager (VRM) – Female Candidates Only Jobs in Mumbai at Eureka Outsourcing Solutions (EOS) Globe Eureka Outsourcing Solutions (EOS) Globe Rs Rs per month Mumbai

  • Virtual Relationship Manager

    2 weeks ago

    Navi Mumbai, Maharashtra, India Yes Bank Full time ₹ 5,00,000 - ₹ 10,00,000 per year

    Job Description Description We are seeking a Virtual Relationship Manager (PWD) to join our team in India. In this role, you will be responsible for managing and enhancing relationships with our clients through virtual channels. The ideal candidate will possess strong communication skills, a customer-oriented mindset, and a basic understanding of...

  • Virtual Relationship Manager

    2 weeks ago

    Mumbai, Maharashtra, India Quotient Consultancy Full time US$ 60,000 - US$ 1,20,000 per year

    Hiring for - Virtual Relationship Manager / Customer supportLocation - MaladResponsible for building and acquiring the NR business portfolio digitallyMeeting monthly acquisition target for NTB, CASA,TD and FXHandling NR clients for service needs in IndiaTo generate and convert customer/referral leads.Connecting customer as per customer time zone

  • Virtual Relationship Executive

    2 weeks ago

    Lower Parel, Mumbai, Maharashtra, India AUGMONT GOLDTECH PRIVATE LIMITED Full time

    **The details are as follows**: **Job Title**:Virtual Relationship Executive **Location**:Lower Parel, Mumbai **Company**:Augmont Gold for All **Working Hours**:Alternate Saturdays Off + All Sundays Off **Role Overview**: We are looking for an enthusiastic **Virtual Relationship Executive** to contribute to generating sales for **investment products** at...

  • Virtual Relationship Manager

    3 weeks ago

    Mumbai, Maharashtra, India Prudent Corporate Advisory Services Ltd. Full time

    Prudent Corporate Advisory Services Ltd . is urgently hiring for the post of Virtual Relationship Manager. Location : Mumbai: Andheri East Experience Required : Min 1 year Key Responsibilities: Partner Engagement: Build and maintain a strong virtual relationship with the assigned partners (Mutual Fund Distributor) Business Development: Activate the partner...