Virtual Relationship Manager - Bank

- 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 driving initial login on the Optimus app

- CASA value build-up and new client acquisition and increase in 'Product Holding Per Customer' within the mapped portfolio

- Responsible for cross-selling 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-focussed 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