07/10
Jitendra Dubey
HR at Sky Job Shrservices
HR at Sky Job Shrservices
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Virtual Relationship Manager - Sales (3-7 yrs)
Virtual Relationship Manager - Malayalam
Job 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.
