Senior Virtual Relationship Manager.Business Banking-VRM SME (Mashreq Global Network India)

Mashreqjaipur, India

3 days ago

Job description

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

Ensure 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.

Operating Environment, Framework and Boundaries, Working Relationships

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.

Problem Solving

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.

Decision Making Authority & Responsibility

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.

Knowledge, Skills and Experience

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

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 • jaipur, India

Related jobs

Promoted

Relationship Managers - Acquisition, Demat cum Trading Accounts

ConfidentialJaipur

The candidate will carry a traget of Acquisition of Demat & Trading accounts , with atleast Rs.Lac of Margin per account, through direct sales (face to face), cold calling, networking, your own dat...Show moreLast updated: 30+ days ago

Promoted

Virtual Relationship Manager

upGrad Rekrutjaipur, rajasthan, 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: 3 days ago

Promoted

CBG : CB RM

ConfidentialJaipur, India

About Commercial Banking Group : .The Commercial Banking Group is responsible for delivering One Axis to clients with a turnover between Rs 10 Crs. The Relationship Manager will be responsible for nur...Show moreLast updated: 30+ days ago

Promoted

Senior Virtual Relationship Manager.Business Banking-VRM SME (Mashreq Global Network India)

Mashreqjaipur, rajasthan, 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: 3 days ago

Promoted
New!

Relationship Manager - Closed

ConfidentialJaipur, India

Meragi is a rapidly growing start up in India's thriving $50 billion wedding industry.As a technology enabled wedding services provider, we revolutionize the way wedding-related services are bought...Show moreLast updated: 11 hours ago

Promoted

Relationship Manager

360 ONE WealthJaipur, Rajasthan, India

An experienced Private Banker who can manage and grow relationships with High-Net-Worth Individuals.This role involves client acquisition, personalised investment advisory, and delivering an except...Show moreLast updated: 3 days ago

Promoted

Virtual Relationship Manager-Elite

upGrad Rekrutjaipur, rajasthan, 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: 3 days ago

Promoted

Leading Bank_ Relationship Manager

ConfidentialAhmedabad, Surat, Jaipur

Manage banking and investment relationships of High Net-Worth Individuals (HNI) to drive growth in liabilities and investment business. Develop, retain, and expand customer relationships by deliveri...Show moreLast updated: 30+ days ago

Promoted

Relationship Managers Acquisition

ConfidentialJaipur

Relationship Managers Acquisition- Demat cum Trading Accounts , Equity Broking.The candidate will carry a traget of Acquisition of Demat & Trading accounts , with atleast Rs.Lac of Margin per accou...Show moreLast updated: 30+ days ago

Promoted

Partner Relationship Manager

Parrot CTFsjaipur, India

Parrot CTFs offers modern cybersecurity training and enterprise-grade consulting through a robust Capture the Flag (CTF) platform. With over 150 real-world challenges and specialized tracks in areas...Show moreLast updated: 1 day ago

Promoted

Sales Manager-Mortgages Bharat Business-Bharat Business Loans-Marketing Branches Ops

ConfidentialJaipur, India

Job Description : Sales Manager - LAP & Affordable Housing.We are looking for an experienced.Sales Manager - Loan Against Property (LAP) & Affordable Housing. The ideal candidate will have a deep und...Show moreLast updated: 2 days ago

Promoted
New!

Relationship Manager-Team Lead Wealth Management

State Bank of IndiaJaipur, IN

We are hiring for SBI Bank for Wealth Management Department.Wealth Management Relationship Team.HNI and Affluent client relationships. The incumbent will manage sales performance, ensure high-qualit...Show moreLast updated: 11 hours ago

Promoted

Relationship Manager

ConfidentialJaipur, India

Paripan Fincare is one of the fastest-growing companies in India, offering a range of financial services including home loans, loans against property, vehicle finance, personal loans, and business ...Show moreLast updated: 30+ days ago

Promoted

Relationship Manager - IBL Affluent Banking

ConfidentialJaipur, India

Join Tata AIA Life Insurance, a leading and fastest-growing life insurance provider in India, established in 2001 as a joint venture between Tata Sons Pvt. Our company embodies a legacy of trust, in...Show moreLast updated: 3 days ago

Promoted

Relationship Manager relationship officer

ConfidentialJaipur, India

Vastu Housing Finance Corporation Ltd.Mumbai-based housing finance company dedicated to providing responsible, sustainable credit solutions across India. With a focus on financial inclusion, Vastu s...Show moreLast updated: 7 days ago

Promoted

Senior Relationship Manager

InsuranceDekhoJaipur, Rajasthan, India

Job Title : Senior Relationship Manager – Health Insurance (Agency Channel).A Girnar Insurance Brokers Pvt.InsuranceDekho is looking for an energetic and performance-driven.The role involves recruit...Show moreLast updated: 25 days ago

Promoted

Virtual Relationship Manager Lead

Anand Rathi Share and Stock Brokers Ltdjaipur, rajasthan, 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: 3 days ago

Promoted

SVP / VP / AVP / Relationship Managers - PCG

ConfidentialAhmedabad, Delhi, Jaipur

SVP / VP / AVP / Relationship Managers- PCG (Private Client Group), Equity Broking & Investments.The main responsibility of this role is to acquire and service UHNI HNI clients for PCG (Private Client ...Show moreLast updated: 30+ days ago