Customer Relationship Manager_ Off Role

Role & responsibilities

The Customer Relationship Manager is responsible for managing customer relationships, driving business targets, and ensuring operational compliance at the branch level. This role focuses on achieving product-specific goals, maintaining audit standards, and delivering superior customer service while adhering to regulatory and process requirements.

Preferred candidate profile

1. Drive ACH activation for customers as per defined targets.

2. Ensure desired audit ratings and timely ATR submission in the audit portal.

3. Maintain DWM discipline through daily reporting and adherence to operational standards.

4. Handle exceptions related to KFS upload and CSS creation within defined TAT.

5. Achieve fee-based business targets (MI, HI, AFC) and investment business targets (FD, MF).

6. Deliver loan business targets (PAPQ, Suvidha, Wheels Loan) as per annual plans.

7. Ensure timely PDD updation (RC, Invoice, Insurance) within SLA.

8. Improve QRC resolution within TAT to enhance customer satisfaction.

9. Ensure timely file movement/dispatch to RMC before the 20th of the next month.

10. Provide personalized service to customers and resolve queries promptly.

11. Support Branch Head in achieving overall branch business and compliance objectives.