Virtual RM/Digital RM- Thane-Leading Bank

Role & responsibilities

• Manage and develop relationships with existing bank customers through virtual channels.
• Handle customer requirements related to banking products and services.
• Generate business through cross-selling and up-selling of banking products.
• Connect with customers through calls, emails, and digital platforms.
• Identify customer needs and provide suitable financial solutions.
• Achieve assigned sales, revenue, and relationship management targets.
• Maintain regular follow-ups with customers and ensure a high level of customer service.
• Generate leads and convert them into business opportunities.
• Ensure proper documentation and compliance with bank policies.
• Maintain strong customer engagement and improve customer retention.

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References are highly appreciated!!