Virtual Relationship Manager - Team Leader - Mumbai
类别：银行业务地点：孟买维克罗利马哈拉斯特印度工作目的 · 在联系政策中定义的客户定期接触并提供一致和优质的数字体验。确保客户通过银行提供的金融产品获得世界级服务，他们的需求得到理解和满足。· 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"与银行交谈随时客户需要。·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 成为对其所有财务需求和服务的客户中最重要的回顾者，从而确保 VRM 也实现了设定的关键绩效参数 职位角色：·负责管理8名虚拟关系经理团队以确保销售，收入，定期服务互动等组合目标得到满足，以及正确为客户提供服务。·日常监测电话流量和团队的电话量。·确保 VRM 定期和适当地通过监控 VRM 电话和 VOC 电话与所有客户进行沟通。·对团队的生产力提高进行检查，并确保每个 VRM 的领先表进行审查，并确保最新领先状态更新。·帮助 VRM 处理反对意见，产品特征，投标等问题领域。·保持 VRM 业绩的跟踪，转换，收入，实现组合参数等。·每天举行集团会议以确保工作预期和生产力得到维持。·与销售经理协调获得来自销售高管的最新反。· 追踪和突出由于领导管理不当的客户可能的问题 · 每月都会识别他团队的培训缺口，并向 UH/培训经理沟通。要求教育资格：毕业/研究生后必需技能(s) :优秀的英语交流，销售思维，客户关系和保留，团队员在投资组合管理，1年以上的经验，跨销售，团队领导，BFSI 销售福利 D2级以及获得10 Lac 左右的绩效相关激励机会。
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Category: Banking
Location: Mumbai Vikhroli 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
Job Role:
- Responsible for managing a team of 8 Virtual Relationship Managers in order to ensure that the portfolio objectives like sales,
- income, regular service interactions etc are met and customers are serviced properly.
- Daily monitoring of call flow and volumes for the team.
- Ensure, the VRM is engaging with all his customers regularly and in a proper manner by monitoring the VRMs calls and VOC calls.
- Conduct sup reviews to increase teams productivity.
- Review of the leads sheet for each VRM and ensuring the latest lead status is updated
- Aid the VRM in their problem areas like objection handling, product features, pitching
- Maintain a track of VRM performance w.r.t leads, conversions, income, achievement of portfolio parameters etc
- Conduct daily huddles and team meet to ensure job expectations and productivity is maintained.
- Coordinating with the Sales Manager to get the latest feedback from the sales executives
- Tracking and highlighting possible customer issues due to improper lead management
- Identify training gaps for his team and communicate the same to the UH/ Training Manager every month
Requirements
Educational Qualification: Graduation/Post-Graduation
Required skill(s) : Excellent English Communication, Sales Minded, Customer relationship and retention, Team Player
More than 1 year of experience in Portfolio management, Cross sell, Team leading, BFSI sales
Benefits
D2 Grade and opportunity to earn around 10 Lac of Performance Linked Incentive.
Benefits like Gratuity, Subsidized loan for Home, Vehicle and Personal are additional benefits apart from Salary
About Client:
HDFC Bank Limited is an Indian banking and financial services company headquartered in Mumbai. It is India's largest private sector bank by assets and the world's 10th largest bank by market capitalisation as of April 2021
DetailsOriginally posted on Himalayas