Relationship Manager
Published date: 2024/01/10
- Location: Mumbai, Maharashtra, India
• Continuous engagement with the portfolio customers mapped (500 to 600 groups/ PF) as per the contact policy, with accurate & complete capture of interaction details.
• Call handling as per defined standards.
• Accurate resolution for customer queries.
• Promoting Digital Banking services for a superior customer service experience.
• Profiling of customers in order to aid the right cross-servicing of Bank products
• Accurate logging and resolution of complaints.
• Attrition control of customers.
• Regular interactions with the customers and proactively assessing customer needs.
• Deepening relationships by cross-selling 'sticky products like Demat, Bill Pay, Advisory etc.
• Ensure portfolio quality of relationship while racing considering eligibility.
• Monitor large amount movements and account closure from the deposit accounts.
• Ensure retention of customers
• Achievement of portfolio parameters Meet the defined objectives of the Portfolio managed by respective Imperia -VRM
• Sales Right cross-sell of products basis profiling and engagement.
• Penetration of products across groups.
• Sales across all product segments-TPP, Assets, Cards etc.
• Acquiring & grouping of all related IDs of the Primary ID.
• Use of triggers to track maturity of FDs, movement of CASA balances, etc, and prevent outflow.
• Ensure Staff are trained on product knowledge and requisite certifications.
• Income to be generated at a customer level.
• Interaction Quality Achieve Quality benchmarks defined from time to time.
• Complete and accurate capture of call interactions, including profiling thereby aiding relationship management.
• Audit and Service Quality Ensure all laid down system and process are followed as stipulated by Audit and Senior Management
• Ensure accurate and timely submission of financial transactions. & requests.
• Adherence to set processes of updating customer interactions in CRM next.
• MIS - Reporting Ensure timely submission of Customer base reviews/reports as requested by the Central Team / Senior Manager
• Call handling as per defined standards.
• Accurate resolution for customer queries.
• Promoting Digital Banking services for a superior customer service experience.
• Profiling of customers in order to aid the right cross-servicing of Bank products
• Accurate logging and resolution of complaints.
• Attrition control of customers.
• Regular interactions with the customers and proactively assessing customer needs.
• Deepening relationships by cross-selling 'sticky products like Demat, Bill Pay, Advisory etc.
• Ensure portfolio quality of relationship while racing considering eligibility.
• Monitor large amount movements and account closure from the deposit accounts.
• Ensure retention of customers
• Achievement of portfolio parameters Meet the defined objectives of the Portfolio managed by respective Imperia -VRM
• Sales Right cross-sell of products basis profiling and engagement.
• Penetration of products across groups.
• Sales across all product segments-TPP, Assets, Cards etc.
• Acquiring & grouping of all related IDs of the Primary ID.
• Use of triggers to track maturity of FDs, movement of CASA balances, etc, and prevent outflow.
• Ensure Staff are trained on product knowledge and requisite certifications.
• Income to be generated at a customer level.
• Interaction Quality Achieve Quality benchmarks defined from time to time.
• Complete and accurate capture of call interactions, including profiling thereby aiding relationship management.
• Audit and Service Quality Ensure all laid down system and process are followed as stipulated by Audit and Senior Management
• Ensure accurate and timely submission of financial transactions. & requests.
• Adherence to set processes of updating customer interactions in CRM next.
• MIS - Reporting Ensure timely submission of Customer base reviews/reports as requested by the Central Team / Senior Manager
0 page views
Related listings
-
Mis ExecutiveBankJob Role .Leading the Retail Liabilities Skill for the Nodal Desk within Consumer Bank through a dedicated team of Senior Officers • As a Supervisor, leading the last frontier of the service recovery for consumer service issues received as escalation...2026/11/09
-
Banking ExecutiveBankQualification: • Masters/bachelor’s degree in finance, (Preferably having banking experience) • Graduates / post-graduates, with at least 2 to 3 years of post-qualifying experience. • Experience in banking/treasury operations would be preferred. • Ac...2026/11/09
-
Banking Securities - Virtual Relationship ManagerBankDesignation: Virtual Relationship Manager-Inbound Payroll-Bank Payroll Job Location-Thane Salary-350000 CTC GROSS P.A. Day Shift Solving issues of Bank HNI / NRI clients only handling their account related issues call8080702016 Kanchan www.hyfly.in R...2026/11/09