Virtual Relationship Officer - Mumbai, India - Dazzlelect

Dazzlelect

Verified Company

Mumbai, India

1 day ago

Posted by:

Deepika Kaur

beBee Recuiter

Description

Job Title:
Virtual Relationship Officer.

Location:
Work From Office.

Educational Qualification:
Any Graduate.

Ensuring that customers get world-class services and their needs are

understood and met through financial products that the Bank has to

offer.

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 crossservicing of Bank

products.

Accurate logging and resolution of complaints.
Attrition control of customers.
Regular interactions with the customers and proactively 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 crosssell of products basis profiling and engagement.
Penetration of products across groups.
Sales across all product segmentsTPP, 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

is 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

review / reports as requested by Central Team / Senior

Management.

To engage regularly with the customers as defined by the contact

policy and provide a Consistent & a Superior Digital Experience.

Ensuring that customers get world-class services.

To enhance Customer Relationship & while doing so, Educate,

Encourage & Induce the customers to use the Digital mediums for

their banking transactions/ needs, while keeping a "window' to

talk.

Responsible for meeting the scorecard targets and portfolio

benchmarks set and that all guidelines and regulatory requirements

are followed.

So that the RM becomes the top of the mind recall amongst the

customers in the catchment for all their financial needs and

services.
- thereby ensuring that the RM also achieves the key performance

parameters set.

Qualifications & Skills

Excellent Verbal & Written Communication Skills.
01 year experience from BFSI/NBFC industry.

interview.

Should have knowledge on basic banking domain.
Great networking skills.
Fresher's can apply.
Outstanding interpersonal abilities.

interview.

Mandatory skills:
Call Handling, Customer Needs, Resolution of

Complaints, Customer Engagement, BFSI.

Salary:
₹170, ₹210,000.00 per year

Schedule: