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

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

Mashreqhosur, tamil nadu, in
20 hours 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 • hosur, tamil nadu, in

    Related jobs
    • Promoted
    • New!
    Relationship Manager (Sales)

    Relationship Manager (Sales)

    Enzo RealtyBengaluru, Karnataka, India
    We’re Hiring – Be Part of Enzo Realty’s Growth Journey!.Enzo Realty is a Bangalore-based real estate channel partner that’s redefining how people experience property buying.We bridge homebuyers and...Show moreLast updated: 22 hours ago
    • Promoted
    • New!
    Relationship Manager

    Relationship Manager

    360 ONE Wealthbangalore, karnataka, in
    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: 20 hours ago
    • Promoted
    • New!
    Business Banking Virtual Relationship Team Lead

    Business Banking Virtual Relationship Team Lead

    MashreqBengaluru, Republic Of India, IN
    Successfully lead and grow the Business Banking Neobiz & Micro segment for the Virtual Relationship Manager (VRM) Channel. Assist the management in formulation of business strategy for Neobiz & Micr...Show moreLast updated: 21 hours ago
    • Promoted
    • New!
    Virtual Relationship Manager Lead

    Virtual Relationship Manager Lead

    Anand Rathi Share and Stock Brokers Ltdbangalore district, karnataka, 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: 20 hours ago
    • Promoted
    • New!
    Senior Virtual Relationship Manager.Business Banking-Vrm Sme (Mashreq Global Network India)

    Senior Virtual Relationship Manager.Business Banking-Vrm Sme (Mashreq Global Network India)

    MashreqBengaluru, 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: 19 hours ago
    • Promoted
    Senior Relationship Manager-Business Banking

    Senior Relationship Manager-Business Banking

    ConfidentialBengaluru / Bangalore, India
    Role / Job Title : Senior Relationship Manager-Business Banking.Function / Department : Business Lending.The role entails providing financial solutions to meet the working requirements of the Business ...Show moreLast updated: 30+ days ago
    • Promoted
    Client Relationship Manager

    Client Relationship Manager

    DezervBengaluru, Republic Of India, IN
    Dezerv is India’s first expert-led investment platform, built by a team of seasoned professionals with deep expertise in wealth management and investing. Having led and built successful wealth manag...Show moreLast updated: 30+ days ago
    • Promoted
    Relationship Manager - Business Development - Investment Banking

    Relationship Manager - Business Development - Investment Banking

    Rintelo Consulting Private LimitedBangalore, India
    Relationship Manager- Business Development (IB) About Us The client is a fast-growing inv...Show moreLast updated: 30+ days ago
    • Promoted
    • New!
    Partner Relationship Manager

    Partner Relationship Manager

    Parrot CTFshosur, tamil nadu, in
    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: 20 hours ago
    • Promoted
    IndusInd Bank - Relationship Manager

    IndusInd Bank - Relationship Manager

    IndusInd BankBangalore, India
    The candidate will be required to write good credits, assist the Zonal Head in operations of the existing portfolio and in acquiring new business. Part of which is bringing aggressive growth through...Show moreLast updated: 30+ days ago
    • Promoted
    Premier Client Relationship Lead

    Premier Client Relationship Lead

    equentisBengaluru, Republic Of India, IN
    Location – Mumbai – Lower Parel / .Broader Role / Responsibilities : .Acquisition of Wealth Clients – PMP Sales : .Wealth Manager will be responsible for acquiring & advising HNI clients.Affluent & Super...Show moreLast updated: 28 days ago
    • Promoted
    Mashreq - Assistant Manager - Business Banking

    Mashreq - Assistant Manager - Business Banking

    Mashreq Global Services Private LimitedBangalore, India
    Assistant Manager - Business Banking VRM.Direct Supervisor - Area Manager, Business Banking.Successfully lead and grow the Business Banking Neobiz & Micro segment for the Virtual Relationship M...Show moreLast updated: 6 days ago
    • Promoted
    • New!
    Senior Virtual Relationship Manager.Business Banking-VRM SME (Mashreq Global Network India)

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

    MashreqBengaluru, Karnataka, 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: 22 hours ago
    • Promoted
    • New!
    Assistant Manager.Business Banking-VRM SME (Mashreq Global Network India)

    Assistant Manager.Business Banking-VRM SME (Mashreq Global Network India)

    MashreqBengaluru, Karnataka, India
    Successfully lead and grow the Business Banking Neobiz & Micro segment for the Virtual Relationship Manager (VRM) Channel. Assist the management in formulation of business strategy for Neobiz & Micr...Show moreLast updated: 22 hours ago
    • Promoted
    Relationship Manager

    Relationship Manager

    Policybazaar.comBengaluru, Karnataka, India
    Contact Person : HR Neetu Mehta (7042547373) Bike and DL are mandatory Experience : Freshers Location : Bangalore Salary : 3-4. Lpa plus Travel Allowances Job Role We are looking for a competitive F...Show moreLast updated: 30+ days ago
    • Promoted
    Senior Virtual Relationship Manager - Business Banking

    Senior Virtual Relationship Manager - Business Banking

    Mashreq Global Services Private LimitedBangalore, India
    Key Responsibilities : 1.Relationship Management & Client Engagement - Manage an assigned portfolio of Business Banking clients through virtual channels...Show moreLast updated: 12 days ago
    • Promoted
    • New!
    Assistant Manager.Business Banking-Vrm Sme (Mashreq Global Network India)

    Assistant Manager.Business Banking-Vrm Sme (Mashreq Global Network India)

    MashreqBengaluru, Republic Of India, IN
    Successfully lead and grow the Business Banking Neobiz & Micro segment for the Virtual Relationship Manager (VRM) Channel. Assist the management in formulation of business strategy for Neobiz & Micr...Show moreLast updated: 19 hours ago
    • Promoted
    Strategic Relationship Manager

    Strategic Relationship Manager

    Finance BuddhaBengaluru, Republic Of India, IN
    We’re Hiring – Business Manager | Bangalore.Finance Buddha is looking for a Business Manager to drive growth, manage partner funnels, and strengthen key relationships. If you have 1–2 years of exper...Show moreLast updated: 12 days ago