Virtual Relationship Manager - Mumbai
类别：银行业务地点：孟买维克罗利和泰内马哈拉斯特印度工作目的 · 在联系政策中定义的情况下定期与客户进行接触，并提供一致和优质的数字体验。确保客户获得世界级服务，通过银行提供的金融产品来理解和满足他们的需求。· 为了增强客户关系，同时教育，鼓励和诱导客户使用数字媒体进行其银行交易/需要，同时保持一个"窗口",以随时客户需要与银行交谈。·负责满足分数卡目标和组合基准，并遵守所有指导方针和监管要求。·使 VRM 成为对其所有的财务需求和服务的客户最重要的回忆力，从而确保 VRM 也实现了设定的关键绩效参数：销售：· 产品交叉销售基于个人资料和参与。· 跨集团产品透。· 在所有产品细分市场 - TPP,资产，卡等上销售。·获取和组装所有相关 FD ID. · 使用触发器来追踪 FD 的成熟度，CASA 余额的流动等。并防止出流。·确保员工接受培训，了解产品和必要的认证。· 客户层面产生收入。客户参与度。· 根据联系政策与投资组合客户进行持续接触，并准确地完全捕获互动细节。· 按照定义标准处理电话。· 对客户查询的准确解决方案。· 为优质的客户服务体验促进数字银行服务。· 个人资料化客户以帮助对银行产品提供正确跨界服务。· 正确记录和解决投诉。· 消费者疲劳控制。· 定期与客户互动，积极评估客户需求。·通过交叉销售 Demat,Bill Pay,Advisory 等"粘贴性产品"来深化关系。· 在考虑资格的竞赛中确保投资组合质量。·监测大量交易和存款账户关闭。· 确保客户保留要求 教育资格：毕业生/研究生后需技能):在投资组件管理工作经验1年以上，交叉销量，详细信息原始地发布于喜马拉雅山。
查看英文原文
Category: Banking
Location: Mumbai Vikhroli and Thane Maharashtra India
Job Purpose
- 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 and their needs are understood and met through financial products that the Bank has to offer.
- 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 to the bank whenever customer needs.
- Responsible for meeting the scorecard targets and portfolio benchmarks set and that all guidelines and regulatory requirements are followed.
- So that the VRM becomes the top of the mind recall amongst the customers in the catchment for all their financial needs and services, thereby ensuring that the VRM also achieves the key performance parameters set
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.
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
Requirements
Educational Qualification: Graduation/Post-Graduation
Required skill(s) :
More than 1 year of experience in Portfolio management, Cross sell,
DetailsOriginally posted on Himalayas