Virtual Relationship Manager - Mumbai

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, w