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Virtual Relationship Banking|Prime

Location: Mumbai, Maharashtra

Category: Bank Jobs

Posted on: 2025/09/10

Job Profile: Virtual Relationship Banking-Prime Educational qualifications : Bachelor's Degree work experience: 0 to 2 Years Required Skills: Basic Banking Communication Roles Responsibilities : 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 Achievement of portfolio parameters •Meet the defined objectives of the Portfolio managed by the respective VRM 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 accurate and timely submission of financial transactions requests. •Adherence to set processes of updating customer interactions in CRM next. MIS – Reporting Primary Responsibilities: To engage regularly with the customers as defined by the contact policy and provide a Consistent. 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 RM becomes the top of the mind recall amongst the customers in the catchment for all their financial needs and services Job Type: Full-time Salary: ₹200,000.00 - ₹2+0,000.00 per year Schedule: Day shift Ability to commute/relocate: Mumbai, Maharashtra: Reliably commute or planning to relocate before starting work (Required) Experience: total work: 1 year (Preferred) Speak with the employer ++1 +471087724
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