Virtual Relationship Manager at Contactx
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Virtual Relationship Manager - CASA Sales (1-4 yrs)
VIRTUAL RELATIONSHIP MANAGER
KEY RESPONSIBILITIES:
- Sales and customer relationship management
- Generate income by cross-selling products across assets, CASA and third party product segments to customers mapped as per portfolio
- Contact unique set of around 30-35 customers of the portfolio every day to focus on customer service and relationship management
- Call handling as per defined standards
- Customer profiling and service
- Customer engagement
- Continuous engagement and connect with the portfolio customers with accurate & complete capture of interaction details.
- Promotion of Digital Banking Platforms
- Promotion of digital platforms to ensure easy access to banking transactions and create awareness of technology enabled initiatives for a superior customer experience
- Complaint Management
- Coordination with respective team managers, sales managers and complaints managers for 100% accuracy on complaint management and resolution within a stipulated time frame
- Audit and Service Quality
- Ensure all laid down systems and process are followed as stipulated by audit and senior management
- Ensure accurate and timely submission of financial transactions and requests.
- Achieve quality benchmark defined as per target
- MIS Reporting
- Ensure timely submission of customer base review reports
- Adherence to set processes for updating customer interactions in CRM
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