Virtual Relationship Manager

Job Role

Key Responsibilities

• Ensure achievement of the set target of revenue (IPG and other cross sell) from the mapped set of customers associated to them
• Provide premium customer service delivery to their mapped Priority portfolio.
• Responsible for CASA deepening, NTB lead generation and for providing assistance in NDIAS services
• Responsible for up selling, cross- selling, providing regular market information and updates to the customers
• Manage the Priority portfolio through client outreach and continuous monitoring of client relationship including product, portfolio and banking needs.
• Achieve the monthly assigned revenue targets through effective cross- sales generating Fee income across Investment, Assets, Cards and Liability products.
• Effectively utilize all applications, tools, and databases used to process transparent end to- end client support.
• Strictly adhere to internal control policies and ensure that the organization's activities are carried out in accordance with all regulatory, legal, and governmental regulations

Qualifications:

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, the candidate should possess the following:

• Proficiency in systems related to Banking transactions and services.
• Good communication skills in both English and local language.
• Excellent lead generation and conversion skill.
• Ability to handle pressure and meet deadlines.
• Ability to successfully work as a part of a team.
• High sales orientation to meet the sales targets consistently.
• Strong willingness to work in Relationship Management; Banking operations and products including investment products Prior experience in Sales.
• Knowledge of Mutual Fund, Life insurance, General insurance, PMS and structure products.
• Teamwork, verbal and written excellence, resilience and highly motivated for developing a new department.

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