Virtual Relationship Manager

The following to be carried through remote digital media viz. phone call, email :

Work within the RM Hub to cater the service needs of Priority Customers.

The Digital RM to achieve the set target of revenue (IPG and other cross sell) from the mapped set of customers associated to him / her.The Digital RMs to provide premium customer service delivery to his / her mapped Priority portfolio.

The Digital RMs to work on CASA deepening and NTB lead generation.Digital RMs to also assist in providing NDIAS services.

Client Outreach - Manage the Priority portfolio through client outreach and continuous monitoring of client relationship including product, portfolio and banking needs.

Revenue Targets - Achieve the monthly assigned revenue targets through effective cross- sales generating Fee income across Investment, Assets, Cards and Liability products.

Technical Skills- Effectively utilizes all applications, tools, and databases used to process transparent end to- end client support. Proficient with systems related to Banking transactions and services.

Controls- Strictly adheres to internal control policies. Ensure that the organization's activities are carried out in accordance with all regulatory, legal, and governmental regulations.

Customer Service and Sales - Up selling, cross- selling, providing regular market information and updates to the customers. Extremely efficient servicing of requests to create a superior customer experience. Act as the Single Point of Contact for customer s Banking Requirements. Role & responsibilities

Preferred candidate profile

ualifications

Optimal qualification for success on the job is :

• Graduate or Post graduate from a recognized institution.
• 2- 5 years relevant role / BFSI sector.

Role Proficiencies :

For successful execution of the job, a candidate should possess the following :

Skills Required

Relationship Management, Mutual Fund, Banking