Team Lead at Abacus Consultancy Services India Pvt Ltd
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Virtual Relationship Manager - Sales - Bank (2-9 yrs)
Job Title : NRI-VRM
Team : NRI Sales- VRM
Job Purpose :
- To build and manage relationship with Virtual program managed clients so as to ensure optimum customer acquisition, retention and income generation from sales of all appropriate Assets, Liability , Mutual Funds, Life Insurance and other TPP products of the bank.
- Regularly interact with the customer to build rapport and understand the profile.
- Achieving MTD and YTD Revenue Targets
- Enhance the value/book size of the given portfolio
- Achieving Top Line targets for various products like LI, MF etc.
- Acquire new customers who meet product criteria and flag them on the system
- Operations, Marketing & Processes
- Monitoring Inward Remittances , FCY Chq Realization
- Contact 30 unique customers daily for sales calls
- Update CRM with Purpose of Call, Discussion Happened, Outcome of call and next follow up date
- Update any Event Based Triggers (EBTs)
- Update any portfolio client related process like LTR etc
- Handling Service Request for NR HNW clients
- Ensure certification of documentation required for opening and maintaining customer accounts
- Follow all NR Desk related processes (like Day Plan, Fee Plan and any other that may be notified from time to time)
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