Recruitment Specialist at Upgrad Rekrut India
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Virtual Relationship Manager - Sales & Service - Wealth Management - Bank (3-9 yrs)
Virtual RM- Wealth
- We have started a journey to disrupt & revolutionize the personal banking experience; we want to create the country's best digital-led engagement vertical to service and engage our most premium customers. This engagement vertical will be enabled by many industry-first people & tech capabilities - advanced customer analytics, unified communications suite, access to 360 0 product & servicing suite, hyper-personalization and Generative AI. We are looking to hire dynamic, well-rounded personal banking relationship managers for this business vertical.
As part of this role, you will :
- Serve our most affluent customers & drive growth by ensuring excellent engagement & customer service
- Act as the primary point of contact and be responsible for initiating, building & maintaining deep relationships with these customers to address all their banking needs, products and servicing requirements.
- Fully own the book, growth and customer service KPIs for mapped portfolio
- Collaborate with product specialists and subject matter experts to provide tailored solutions that align with customers' specific requirements
- Work with internal teams to drive on-ground innovation and bank's strategic initiatives
- Demonstrate a solution-oriented mindset, ensuring seamless onboarding onto Mobile/Net Banking platforms, facilitating Bill Pay services, promoting SIP, Insurance, and Investment solutions, as well as facilitating Retail, SME Loans and other pertinent banking programs
- Enforce strict adherence to the bank's policies and regulatory compliance measures
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