Virtual Relationship Manager(VRM)_Leading Bank_Mumbai

About the Company

Responsibilities

• ● Deepen customer relationships to increase overall relationship value.
• ● Acquire new Non-Resident accounts and generate referrals from existing customers.
• ● Drive remittances across all managed and sourced accounts.
• ● Conduct high-quality customer engagements over calls, following industry best practices.
• ● Promote adoption and usage of digital platforms such as mobile banking and the Optimus app.
• ● Increase product holdings per customer by cross-selling pre-approved products like credit cards and other banking solutions.
• ● Profile customers and recommend suitable banking products based on their needs and preferences.
• ● Ensure effective onboarding for Mobile/Net Banking, Bill Pay, SIPs, Insurance, Investment solutions, Retail and SME Loans, and other banking programs.
• ● Meet monthly operating plans to improve scorecard performance and decile rankings.
• ● Coordinate with internal teams to close retail asset and trade transactions generated through client engagement.
• ● Resolve customer queries and complaints promptly to meet Net Promoter Score benchmarks.
• ● Ensure strict adherence to bank policies and compliance standards.
• ● Pitch Relationship Banking program benefits and onboard eligible customers/groups.