Senior Virtual Relationship Manager.Business Banking-VRM SME (Mashreq Global Network India)
Mashreqthoothukudi, India6 days ago
Job descriptionEnsure assigned FER & other financial KPI’s are delivered Ensure to call all newly opened account assigned to Platform / Neobiz if any to introduce their VRM assigned to their account Generate FX, Trade (LC etc), Bank Guarantees, Insurance and Investment revenue Ensure to maintain / elevate the agreed funding of the account. Maintain a superior customer services experience. Conduct conference calls with product advisors with high potential clients. Maintain portfolio quality by ensuring timely update of KYC, Tland all other aspects of governance Assist compliance / AML / FP&I and all governance units without tipping off a customer Adherence to all regulatory requirements for financial offerings and raise alarms identifying any misconduct or a breech in the portfolio Resolve customer queries by rigorously following up on cases with internal departments and closing the same in the given turnaround time Support resolution of customer complaints related to rates, schedules, document requirements and transactional query Implement and maintain complete control aspects i.e. documentation, periodical client visits (if required) / call reports, stock inspections and formal credit checks / informal market feedback to monitor the assigned portfolio effectively. Maintain acceptable portfolio quality. Liaise with superiors and direct reports within the business units, Risk Management and related enabler units within the bank to achieve business objectives. Update team manager and area manager on regular / weekly for better controls on sales and relationship management. Operates in an assigned business environment where the interface with customers is over the telephone, email, and Face to Face if required. Operates within standard rules and guidelines set by the Bank and additional ones set by priority banking. The Job holder needs to work closely with branches, SME central teams, compliance & all governance units. Awareness of FX markets, Insurance, Investments, global financial markets, trade & working capital offerings of the bank. Adherence to SOP & ensuring quality service to the NEOBiz-portfolio. Complaint resolution mostly related to explaining procedures or providing information regarding Platform / Neobiz banking. First point resolution, Getting to root cause analysis and reversals of charges where necessary as per ADM. The job requires the job holder to possess skills to review customer relationships, bank’s policies, and financial objectives to take decisions on charges reversal, account maintenances, cheque book issuance, deviation recommendations, providing FX rates. Operation risk management through active reporting, analysis 7 monitoring Limited to certain functions which enable on-the-spot problem resolution. University Graduate (preferably with some finance / banking or maths component). Excellent knowledge of business banking products – FX, TWC, Insurance & investments Minimum 3-5 years of experience in business banking as RM / VRM. Excellent communication skills (Oral and written) Very customer focused Computer literate
Job Purpose
- Manage a set of existing Platform / Neobiz relationships through outbound calling channels.
- To achieve assigned financial and non-financial target by calling the customers.
- Manage all customers focusing on relationship Management & up-selling / deep-selling / cross selling other bank products.
- customer's needs & profiling.
- Responsible for quality & soundness of assigned Platform / Neobiz (KYC reviews, monitoring for due diligence, anti-money laundering procedures etc).
- Providing Excellent Customer Service to customer
Key result Areas
Operating Environment, Framework and Boundaries, Working Relationships
Problem Solving
Decision Making Authority & Responsibility
Knowledge, Skills and Experience
As per the organization competency framework
Behavioral Competency
COMPETENCY
Level (1-4)
(1-Basic 4- Sr. Managerial)
Adaptability and Innovation
Level 3
Commitment to Results
Level 4
Communication Skills
Level 4
Influence and Negotiation
Level 3
Planning and Organizing
Level 3.
Create a job alert for this search
Virtual Relationship • thoothukudi, India
Related jobs
)
- Promoted
Relationship Manager
AAA Globalthoothukudi, tamil nadu, in Relationship Manager – Wealth Management.The ideal candidate will have an existing client base of.You will be responsible for managing and growing client portfolios, identifying investment opportun...Show moreLast updated: 1 day ago
- Promoted
- New!
Private Banking Relationship Manager
Quotient Consultancytirunelveli, tamil nadu, in Leading Financial Company Hiring Private Banking Relationship Manager.Interested Connect with MAHEK on 9137263337 and drop CV at quotientconsultancy@gmail.
Good Stable candidates from Banks MNCs Bro...Show moreLast updated: 8 hours ago
- Promoted
Virtual Relationship Manager Lead
Anand Rathi Share and Stock Brokers LtdThoothukudi, Republic Of India, IN You will be responsible to manage a team of Virtual Relationship Managers (VRMs).You will play a key role in scaling digital.
Lead, manage, and motivate a team of Virtual Relationship Managers to ac...Show moreLast updated: 6 days ago
- Promoted
Business Development Lead
Thalamus AIThoothukudi, IN Location : Remote (India-based candidates working US hours).Thalamus AI is a prompt-based, multi-agent platform built for enterprises to streamline response management for RFPs, bids, questionnaires...Show moreLast updated: 30+ days ago
- Promoted
- New!
Service Relationship Manager
The Premier Consultants ( Recruitment Company )thoothukudi, tamil nadu, in Role : Service Relationship Manager.Provide client service support in : .Accepting and placing transaction orders upon RM and / or client request.
Ensure smooth processing of Accounts with healthy firs...Show moreLast updated: 8 hours ago
- Promoted
- New!
Client Relationship Manager / Account Manager – US IT Recruitment
United Software Group Incthoothukudi, tamil nadu, in Job Title : Client Relationship Manager / Account Manager – US IT Recruitment.Client Services / Account Management.We are seeking a dynamic and strategic.
Cognizant and Capgemini and Wipro.The ideal c...Show moreLast updated: 8 hours ago
- Promoted
Virtual Relationship Manager-Elite
upGrad RekrutTirunelveli, Republic Of India, IN Deepen customer relationships to increase overall relationship value.Acquire new Non-Resident (NR) accounts and generate referrals from existing customers.
Drive remittances across all managed and s...Show moreLast updated: 5 days ago
- Promoted
Virtual Relationship Manager
upGrad RekrutThoothukudi, Republic Of India, IN Strengthen and grow relationships with existing First Wealth customers.Acquire new Non-Resident (NR) accounts and generate qualified referrals.
Drive remittance business across managed and sourced p...Show moreLast updated: 5 days ago
- Promoted
- New!
Business Manager- Sales
LivspaceThoothukudi, IN Livspace is Asiaʼs largest and fastest-growing omnichannel home interiors and renovation platform.Using its proprietary technology, Livspace provides a one-stop renovation solution for homeowners—f...Show moreLast updated: 12 hours ago
- Promoted
Global Application
BeamThoothukudi, IN Global Application — Beam Wallet Technology Team (India & Asia).Opening Soon — New Beam Wallet Representation in India and Asia.
India and across the Asian region.This step reinforces our commitment...Show moreLast updated: 4 days ago
- Promoted
- New!
Customer Relationship Manager - Real Estate
HnH Placement Pvt. Ltd.tirunelveli, tamil nadu, in Urgent Requirement for a Real Estate Giant in Mumbai.Job Title : Customer Relationship Managers CRM (AM / DM level) - Real Estate.
Experience Required : 4 to 6 years of CRM experience with any organiza...Show moreLast updated: 8 hours ago
- Promoted
Senior Virtual Relationship Manager.Business Banking-VRM SME (Mashreq Global Network India)
Mashreqtirunelveli, India Manage a set of existing Platform / Neobiz relationships through outbound calling channels.To achieve assigned financial and non-financial target by calling the customers.
Manage all customers focusin...Show moreLast updated: 6 days ago
- Promoted
Relationship Manager
ConfidentialTirunelveli, India We are seeking a dedicated Relationship Manager to join our dynamic team in Tirunelveli.This role is ideal for professionals with expertise in motor insurance products and a passion for customer re...Show moreLast updated: 10 days ago
- Promoted
- New!
Relationship Manager
AideWiser SolTekthoothukudi, tamil nadu, in Relationship Manager / Wealth Manager.Santhome, Chennai – 2 Positions.Mumbai – 1 Position (Office to be finalized within a couple of months from the candidate’s joining.
likely Andheri or BKC).Acqu...Show moreLast updated: 8 hours ago
- Promoted
Global Customer Relationship & Sales Manager
Yajur Knowledge Solutionsthoothukudi, tamil nadu, in What if your next role gave you a front-row seat to the global deal-making world.M&A advisors, and private equity funds… all while based in India?.
We’re a fast-growing global advisory platform blen...Show moreLast updated: 2 days ago
- Promoted
Senior Virtual Relationship Manager.Business Banking-Vrm Sme (Mashreq Global Network India)
MashreqTirunelveli, Republic Of India, IN Manage a set of existing Platform / Neobiz relationships through outbound calling channels.To achieve assigned financial and non-financial target by calling the customers.
Manage all customers focusin...Show moreLast updated: 6 days ago
- Promoted
- New!
Customer Relationship Manager
HnH Placement Pvt. Ltd.Tirunelveli, Tamil Nadu, India Urgent Requirement for a Real Estate Giant in Mumbai Job Title : Customer Relationship Managers CRM (AM / DM level) - Real Estate Experience Required : 4 to 6 years of CRM experience with any organiza...Show moreLast updated: 4 hours ago
- Promoted
Marketplaces Senior Specialist
Social BeatThoothukudi, IN Role : Senior Specialist – Marketplaces (Amazon & E-commerce).Location : Gurgaon(In office role).We’re looking for someone with prior agency experience who has managed campaigns on Amazon, Flipkart,...Show moreLast updated: 6 days ago