Phone Banking Relationship Manager
Published date: 2026/11/08
- Location: Delhi, New Delhi, India
Locations – Delhi, Ahmedabad, Bangalore, Indore
CTC- 5lkh- 6.5lkh Max
Job Description:
· To provide a Consistent & Superior Digital Experience to our customers.
· Objective is to enhance their Relationship & while doing so, Educate, Encourage & Induce the customers to use Digital mediums for their banking transactions/ needs and at the same time keep a "window' to talk to the bank whenever the customer needs.
· Improve profitability by right product placement, leveraging technology to deploy low-cost digital mediums & scalable self-service model of affluent banking which is also in line with changing customer preferences in banking.
· Achievement of Contact policy defined & manage Call handling as per defined standards.
· Accurate logging and resolution of requests and complaints.
· Ensure that the VRM meets the defined objectives of the Portfolios raced under the VRM program.
· Increase liabilities size of relationship and penetration of products across family groups.
· Sales balance across all product segments-TPP, Assets, Cards etc.
· Increase portfolio size through grouping options
· Carry out customer profiling and cross-servicing of the identified service products.
· Attrition control of portfolio customers.
· Ensure adherence to process and audit requirements.
· Ensure accurate and timely submission of financial transactions & requests
· Adherence to set processes of updating customer interactions in CRM next.
· To ensure accurate and timely reporting of MIS as circulated
CTC- 5lkh- 6.5lkh Max
Job Description:
· To provide a Consistent & Superior Digital Experience to our customers.
· Objective is to enhance their Relationship & while doing so, Educate, Encourage & Induce the customers to use Digital mediums for their banking transactions/ needs and at the same time keep a "window' to talk to the bank whenever the customer needs.
· Improve profitability by right product placement, leveraging technology to deploy low-cost digital mediums & scalable self-service model of affluent banking which is also in line with changing customer preferences in banking.
· Achievement of Contact policy defined & manage Call handling as per defined standards.
· Accurate logging and resolution of requests and complaints.
· Ensure that the VRM meets the defined objectives of the Portfolios raced under the VRM program.
· Increase liabilities size of relationship and penetration of products across family groups.
· Sales balance across all product segments-TPP, Assets, Cards etc.
· Increase portfolio size through grouping options
· Carry out customer profiling and cross-servicing of the identified service products.
· Attrition control of portfolio customers.
· Ensure adherence to process and audit requirements.
· Ensure accurate and timely submission of financial transactions & requests
· Adherence to set processes of updating customer interactions in CRM next.
· To ensure accurate and timely reporting of MIS as circulated
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