Job description
We are Hiring Relationship Manager for a leading Bank in India. Candidates having exposure of sales in the following sectors are welcome
- Banking
- Insurance companies
- NBFC
- Asset management firms
- - - - - -
- - - - - Telecom companies – someone who is into direct sales
Package:
Upto 10 LPA + Performance incentive upto per Qtr.
Position description:
Customer Engagement
Continuous engagement with the portfolio customers mapped 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 right cross-servicing of Bank products
Accurate logging and resolution of complaints.
Attrition control of customers.
Regular interactions with the customers and pro-actively assessing customer needs.
Deepening relationship 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 the respective 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 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