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hiring for Virtual RM -PBK

1.00 to 2.00 Years   Lucknow   07 Aug, 2020
Job LocationLucknow
EducationNot Mentioned
SalaryNot Disclosed
IndustryBanking / Financial Services
Functional AreaPublic Relations (PR)
EmploymentTypeFull-time

Job Description

  • A.
  • 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 B.
  • Achievement of Portfolio Parameters Meet the defined objectives of the Portfolio managed by the respective VRM C.
  • 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.
  • D.
  • Interaction Quality Achieve Quality benchmarks defined from time to time.
  • Complete and accurate capture of call interactions, including profiling thereby aiding relationship management.
  • E.
  • Audit and Service Quality Ensure all laid down system and process are followed as stipulated by Audit and Senior Management Ensure accurate and timely submission of financial transactions.
  • & requests.
  • Adherence to set processes of updating customer interactions in CRM next.
  • F.
  • MIS Reporting Ensure timely submission of Customer base review / reports as requested by Central Team / Senior Management.
Skills
  • 1. Basic Banking
  • 2. Communication
QualificationsGraduation: Any,

Keyskills :
senior managementracingcustomer engagementvrmcardsproduct knowledgemis reportingattrition controlsetdematservice qualitycustomer servicecross sellingidsfdscasabasicsales

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