HR - Executive at V-Konnect Associates
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Virtual Relationship Manager - Wealth Management - Bank (1-8 yrs)
Key / Primary Responsibilities of the Role :
- Responsible for deepening customer relationships to increase customer relationship value
- Responsible for driving quality engagements over call with customers by following industry best practices
- Responsible for increasing mobile banking adoption and drive initial login on Optimus app
- CASA value builds up and new client acquisition and increase in 'Product Holding Per Customer' within mapped portfolio
- Responsible for cross-sell of pre-approved products such as Credit Card and other offers to increase products per customer
- Ensure all customer profiling for mapped customers and presented with suitable banking products as per their need and requirement
- Be solution oriented and ensure effective on-boarding on Mobile/Net Banking, Bill Pay, SIP, Insurance & Investment solutions, Retail and SME Loans and relevant banking programs.
- Ensure monthly operating plan is met to improve scorecard and decile rankings.
- Coordinate with respective teams for closure of retail assets & trade transactions business generated through client engagement.
- Responsible for creating a customer-focused approach for quick resolution of all queries and complaints to achieve NPS benchmarks.
- Ensure strict adherence to the bank policies and compliance
- Pitch Relationship Banking program benefits and eligibility criteria to customers and on-board customers/groups to the RB program
This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.
