- Responsible for deepening customer relationships to increase customer relationship value.
- Responsible for driving quality engagements over call with customers by following industry best practices.
- Responsible for increasing mobile banking adoption and drive initial login on Optimus app.
- CASA value builds up and new client acquisition and increase in 'Product Holding Per Customer' within mapped portfolio.
- Responsible for cross-sell of pre-approved products such as Credit Card and other offers to increase products per customer,
- Ensure all customer profiling for mapped customers and presented with suitable banking products as per their need and requirement.
- Be solution oriented and ensure effective on-boarding on Mobile/Net Banking, Bill Pay, SIP, Insurance & Investment solutions, Retail and SME Loans and relevant banking programs.
- Ensure monthly operating plan is met to improve scorecard and decile rankings.
- Coordinate with respective teams for closure of retail assets & trade transactions business generated through client engagement.
- Responsible for creating a customer-focused approach for quick resolution of all queries and complaints to achieve NPS benchmarks.
- Ensure strict adherence to the bank policies and compliance.
- Pitch Relationship Banking program benefits and eligibility criteria to customers and on-board customers/groups to the RB program.
- Assist audit and ensure compliance to internal and external regulations and guidelines.
- Provide best in-class customer service to all clients to become their primary banker.
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Found in: Talent IN 2A C2 - 1 day ago
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Found in: Talent IN C2 - 5 hours ago
QI Spine Mumbai Suburban, India Full timeJob Location: Kurla West · Below are the company and role details: · About us : · QI Spine is a disruptive Health Tech player that is solving the worlds Spine Care problem through Data Intelligence. · In an era where popping medicines and being recommended surgery has become a co ...
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Operations Role
Found in: Talent IN 2A C2 - 4 days ago
Sashr Consultants Mumbai, IndiaWe are looking for Operation role for one of the leading wealth management company in Mumbai. · Please find below mentioned job description for your reference. · We are looking for only CA any attempt for job role. · Job Purpose: · This job involves calculating commissions owed t ...
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IndusInd - Private Banker
Found in: Talent IN 2A C2 - 4 days ago
IndusInd Bank Mumbai, IndiaPrivate Banker · Detailed Responsibilities: · - Generate new business to achieve defined sales targets Build and deepen relationships with existing Wealth Customers to achieve increase in share of wallet and revenues. · - Provide professional customer service to achieve a high ...
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Found in: Talent IN 2A C2 - 5 days ago
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AstaGuru - National Manager - Sales (14-20 yrs)
Found in: beBee S2 IN - 6 days ago
iimjobs Mumbai, India Full timeNational Manager - Sales · ABOUT ASTAGURU · ) · AstaGuru operates as an online auction platform, allowing bidders and collectors from around the world to participate in their auctions via the internet. This digital approach has made it more accessible to a global audience. · Th ...
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ML Senior Engineer
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Private Wealth Manager
Found in: Talent IN 2A C2 - 4 days ago
TATA AIG General Insurance Company Limited Mumbai, IndiaTata AIG General Insurance Company Limited is a joint venture between Tata Group and American International Group (AIG). Since its set-up in 2001, the Company has grown strongly to emerge as the preferred private general insurance company in India with several pioneering firsts t ...
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Found in: Talent IN C2 - 5 hours ago
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Found in: Talent IN 2A C2 - 7 hours ago
Agrim Housing Finance Mumbai, IndiaThe Company · Agrim HFC is an Digital Lending Housing Finance Company (HFC) that caters to the informal and semi-formal self-employed businesses using a mix of technology and human touch. The Company is founded by Professional bankers and backed by Impact Investors based abroad, ...
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Found in: Talent IN C2 - 5 hours ago
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Financial Planning Analyst
Found in: Appcast Linkedin IN C2 - 7 hours ago
Agrim Housing Finance Mumbai, IndiaThe Company · Agrim HFC is an Digital Lending Housing Finance Company (HFC) that caters to the informal and semi-formal self-employed businesses using a mix of technology and human touch. The Company is founded by Professional bankers and backed by Impact Investors based abroad, ...
Elite Banker-First Wealth - Thane, India - IDFC FIRST Bank
Description
Role/ Job Title: Virtual Relationship Manager-First Wealth
Function/ Department: Retail Liabilities
Job Purpose:
VRM will be responsible for enhancing the customer engagement virtually to increase customer stickiness on managed clients. They will drive mobile banking adoption & usage, increase cross-sell of products and work towards upgrading and on-boarding customers in the relationship banking program. Professionally driven to achieve higher customer satisfaction and increase retention. VRM to have complete knowledge of end-to-end bank offerings, key goals of RM, bank systems and key onboarding steps for products cross-sell.
Roles & Responsibilities:
Primary Responsibilities:
Secondary Responsibilities:
Education Qualification :
Graduation: Any Graduation
Experience : Minimum 2+ years of relevant experience in Banking or allied Business.
