Virtual Relationship Manager

Job Responsibilities

Engage with assigned portfolio of Bank customers for service and deepening relationship

Customer interactions to be duly updated in Bank system for audit trail and reference to future interactions

Deepening of customer portfolio level benchmarks

Manage Issues and Maintain complete relationship record for assigned customer accounts

Enhancing customer wallet size

Profiling Customer to increase wallet share Engaging to capture customer banking habits and inducing to make Bank as primary relationship

Ensuring customer scoping being done with need based products suggested as hooks for deepening relationship Ensuring that customer scope is done and products targeted accordingly

Service to Sales approach established for deepening relationship with family members and associates which have been grouped together

Acquisition of New To Bank Customers

To acquire new to bank customers from leads generated through marketing channel and various campaigns

Referrals generated from existing customers

Penetration of products across family groups

Customer Query and Complaint resolution:

Ensure query resolution of the customers by coordinating with service and operations team

Resolving all complaints received from preferred customers within the stipulated TAT’s