Virtual Relationship Manager

2 weeks ago


Ahmedabad, India Mintskill HR Solutions LLP Full time
Job Description
Job Purpose

  • 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 VRM becomes the top of the mind recall amongst the customers in the catchment for all their financial needs and services, thereby ensuring that the VRM also achieves the key performance parameters set

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.
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


RequirementsEducational Qualification:  Graduation/Post-Graduation
Required skill(s) :

More than 1 year of experience in Portfolio management, Cross sell,

BenefitsD2 Grade and opportunity to earn around 10 Lac of Performance Linked Incentive.
Benefits like Gratuity, Subsidized loan for Home, Vehicle and Personal are additional benefits apart from Salary

About Client:
HDFC Bank Limited is an Indian banking and financial services company headquartered in Mumbai. It is India's largest private sector bank by assets and the world's 10th largest bank by market capitalisation as of April 2021




Requirements
Educational Qualification: Graduation/Post-Graduation Required skill(s) : More than 1 year of experience in Portfolio management, Cross sell,

  • ahmedabad, India TEKPILLAR SERVICES Full time

    As aVirtual Relationship Manager Your primary goal will be to provideexceptional customer service understand clients financial needs andoffer appropriate bankingsolutions. This role requiresexcellent communication skills a strong understanding of bankingproducts and services and the ability to adapt to virtualcommunicationplatforms. JobRoles...


  • Ahmedabad, India TEKPILLAR SERVICES Full time

    As aVirtual Relationship Manager Your primary goal will be to provideexceptional customer service understand clients financial needs andoffer appropriate bankingsolutions.This role requiresexcellent communication skills a strong understanding of bankingproducts and services and the ability to adapt to virtualcommunicationplatforms. JobRoles...

  • Virtual Sales

    1 month ago


    Ahmedabad, India Right eSource Full time

    **1.** **Virtual Sales** **Working experience: 1 - 3 years (Sales Background)** **Qualification: Any graduate/Post-graduate (Preferred Marketing or IT background)** **Locations: Ahmedabad** **Job responsibility**: Ø **Responsible for IT Sales, Corporate Sales, Business development, Partner and OEM relationship management, channel sales and institutional...

  • Virtual Assistant

    1 month ago


    Ahmedabad, India Relay Human Cloud India PVT LTD Full time

    **Position: Virtual Assistant** We are seeking a dedicated and organized remote Virtual Assistant to join our team. Your day-to-day responsibilities will be focused on the execution of various administrative tasks and community management. We will provide you with the necessary training, tools, and instructions to complete these tasks. **Your...

  • Virtual Assistant

    1 month ago


    Ahmedabad, India Relay Human Cloud India PVT LTD Full time

    **Position: Virtual Assistant** We are seeking a dedicated and organized remote Virtual Assistant to join our team. Your day-to-day responsibilities will be focused on the execution of various administrative tasks and community management. We will provide you with the necessary training, tools, and instructions to complete these tasks. **Your...


  • ahmedabad, India humgrow.com Full time

    VRM Tele callerwill be given leads to call from the organization and they willalso have to close the deal on prospective customers/clients. Therewill target every month to achieve which is differentdesignationwise. Products related to life insurance can be in termsof investment guarantee andprotection.Requirements Reachout to existing and potential customers...


  • Ahmedabad, India humgrow.com Full time

    VRM Tele callerwill be given leads to call from the organization and they willalso have to close the deal on prospective customers/clients. Therewill target every month to achieve which is differentdesignationwise. Products related to life insurance can be in termsof investment guarantee andprotection.RequirementsReachout to existing and potential customers...


  • Ahmedabad, India Mintskill HR Solutions LLP Full time

    Job Purpose 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 &...

  • Virtual Assistant

    2 weeks ago


    Ahmedabad, India Analytix Business Solutions (India) Pvt. Ltd. Full time

    Primary Responsibilities:Email Management: Screening and prioritizing emailCalendar Management: Schedule appointments and remindersPrepare materials for Business presentationsResearching and writing memosManaging social media pages, postsOrganize and maintain e-filesPrepare and Manage reportsData curation and maintenanceHandling personal social...

  • Virtual Assistant

    2 weeks ago


    Ahmedabad, India Analytix Business Solutions (India) Pvt. Ltd. Full time

    Primary Responsibilities:Email Management: Screening and prioritizing emailCalendar Management: Schedule appointments and remindersPrepare materials for Business presentationsResearching and writing memosManaging social media pages, postsOrganize and maintain e-filesPrepare and Manage reportsData curation and maintenanceHandling personal social...

  • Relationship Manager

    2 months ago


    Ahmedabad, India Matrimony.com Full time

    We are looking for an outgoing relationship manager to foster strong relationships with our clients. The relationship manager's responsibilities also include seeking out new business opportunities, providing clients with knowledgeable advice, guiding their choices, promptly resolving complaints, and ensuring client satisfaction.Responsibilities:Maintaining a...

  • Relationship Manager

    2 months ago


    ahmedabad, India Matrimony.com Full time

    We are looking for an outgoing relationship manager to foster strong relationships with our clients. The relationship manager's responsibilities also include seeking out new business opportunities, providing clients with knowledgeable advice, guiding their choices, promptly resolving complaints, and ensuring client satisfaction. Responsibilities: Maintaining...


  • Ahmedabad, India Tabbdoc Aircraft Full time

    IMMEDIATE JOINERWe Are Hiring For Relationship Manager Role.Job Role: Relationship ManagerLocation: Ahmedabad (Gujarat)Job Type: Full-timeEducation: MBA in Marketing/International Business/Similar any other specializationSalary Range: 3 Lpa to 4.8 LpaSkills:Excellent English communication skillExcellent presentation skillCustomer Relationship...

  • Relationship Manager

    2 weeks ago


    ahmedabad, India RR Finance Full time

    RELATIONSHIP MANAGERWe are Urgently looking for a Relationship Manager location based at Navrangpura AhmedabadResponsibilitiesResponsible for all aspects of products w.r.t features, positioning, the sales pitch for existing as well as new products such as Insurance ( Life Insurance, General Insurance), Mutual Funds, Debt Instruments, Fixed Deposits ,...


  • Ahmedabad, India Tabbdoc Aircraft Full time

    IMMEDIATE JOINERWe Are Hiring For Relationship Manager Role.Job Role: Relationship ManagerLocation: Ahmedabad (Gujarat)Job Type: Full-timeEducation: MBA in Marketing/International Business/Similar any other specializationSalary Range: 3 Lpa to 4.8 LpaSkills:Excellent English communication skillExcellent presentation skillCustomer Relationship...

  • Relationship manager

    4 weeks ago


    Ahmedabad, India timesjobs Full time

    JOB DETAILSThe Relationship Manager (Retail Banking) performs a role focusing on client relationship management, including client acquisition, provision of personal financial advice and on-going servicing of retail clients.KRA's:Acquire new retail clients through developing professional relationships based on trust, empathy, credibility and ethical...

  • Relationship manager

    4 weeks ago


    Ahmedabad, Gujarat, India timesjobs Full time

    JOB DETAILSThe Relationship Manager (Retail Banking) performs a role focusing on client relationship management, including client acquisition, provision of personal financial advice and on-going servicing of retail clients.KRA's:Acquire new retail clients through developing professional relationships based on trust, empathy, credibility and ethical...

  • Relationship Manager

    2 months ago


    ahmedabad, India MyCityAhmedabad Full time

    Qualification: Any Graduate. Experience: Minimum 1 Year. Salary: No bar for right candidate. Skills: Proven experience as a Client Relationship Manager.Knowledge of customer relationship management (CRM) practices, Experience in sales or customer service is preferred, Problem-solving attitude.

  • Relationship Manager

    2 months ago


    ahmedabad, India TCP Corps Full time

    Overview: TheRelationship Manager plays a crucial role in the organization asthey are responsible for building and maintaining strongrelationships with clients and stakeholders. They act as a liaisonbetween the organization and its clients ensuring customersatisfaction and identifying opportunities for businessgrowth.KeyResponsibilities: Develop andmaintain...


  • Ahmedabad, India Virtual Pebbles - www.virtualpebbles.com Full time

    Be the leader at Virtual Pebbles to manage the following with a team leader One page to get ranking for performance driven results for clients Analyse and use Google analytics for client objectives Analyse and use google adwords for client objectives work on AI tools and get content ready work on meta platforms for client objectives communicate with...