Quality Analyst-Virtual Relationship Manager
Published date: 2024/01/10
- Location: Mumbai, Maharashtra, India
Role/Job Title: Quality Analyst: VRM
Business: VRM
Function/ Department: Branch Banking
Key / Primary Responsibilities of the Role:
a) Managing and Building portfolio of Key Clients by engaging and providing them need based solutions leading to increase in their existing share of wallet
b) Acquiring HNI customers and on-boarding them to Privilege Program
c) Deepening existing banking relationships by Cross selling Products and solutions
d) Ensuring compliance with branch SOP and control in sales and service
e) Acting as an interface between bank and its key customers to provide complete banking solutions, portfolio Management, Wealth Management and customer servicing.
Secondary Responsibilities:
a) Regularly conducting activities in the catchment to acquire HNI customers and build a strong visibility for IDFC First Bank
b) Working on Key Central Initiatives (1 Mn Framework) and seeking regular referrals from existing customers
c) Collaborating with other team members and support functions to provide products and service offerings to customers
Key Success Metrics:
Number of calls monitored, and call calibrations done.
Graduate: Bachelors in Commerce / Arts / Science / Biology / Business / Computers / Engineering / Management / any others
Post Graduation: Finance / Marketing / Operations
Professional Qualification : CA / Law / FRM / CS
Business: VRM
Function/ Department: Branch Banking
Key / Primary Responsibilities of the Role:
a) Managing and Building portfolio of Key Clients by engaging and providing them need based solutions leading to increase in their existing share of wallet
b) Acquiring HNI customers and on-boarding them to Privilege Program
c) Deepening existing banking relationships by Cross selling Products and solutions
d) Ensuring compliance with branch SOP and control in sales and service
e) Acting as an interface between bank and its key customers to provide complete banking solutions, portfolio Management, Wealth Management and customer servicing.
Secondary Responsibilities:
a) Regularly conducting activities in the catchment to acquire HNI customers and build a strong visibility for IDFC First Bank
b) Working on Key Central Initiatives (1 Mn Framework) and seeking regular referrals from existing customers
c) Collaborating with other team members and support functions to provide products and service offerings to customers
Key Success Metrics:
Number of calls monitored, and call calibrations done.
Graduate: Bachelors in Commerce / Arts / Science / Biology / Business / Computers / Engineering / Management / any others
Post Graduation: Finance / Marketing / Operations
Professional Qualification : CA / Law / FRM / CS
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