Virtual-Prime RM

Job Title

Virtual Prime Relationship Manager

Business Unit

Prime

Reporting To

Prime

Job Function and Role Type

Relationship & Sales, Individual Role

Version No

1.0

Job Purpose

Engage regularly with customers as per the contact policy to provide a superior digital experience and meet financial needs through bank products. Ensure scorecard targets, portfolio benchmarks, and regulatory guidelines are achieved.

Key Responsibilities

Customer Engagement

Engage with portfolio customers as per contact policy.

Promote digital banking for superior service.

Resolve customer queries accurately.

Deepen relationships by cross-selling products.

Monitor account movements and ensure retention.

Achievement of Portfolio Parameters

Meet defined portfolio objectives.

Sales

Cross-sell products based on profiling.

Drive sales across all product segments.

Track triggers to prevent fund outflows.

Generate income at the customer level.

Interaction Quality

Achieve defined quality benchmarks.

Capture call interactions accurately.

Audit and Service Quality

Follow all processes as per audit guidelines.

Submit financial transactions accurately and on time.

Update customer interactions in CRM systems.

MIS - Reporting

Submit customer base reviews and reports on time.

Education:

Graduate.

Certifications:

None specified.

Key Competencies

Customer engagement, sales acumen, digital banking promotion, relationship management, compliance adherence.

Major Stakeholders

Customers, Prime Head, Regional Head, Unit Head, Team Managers.