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Elite Banker-First Wealth (Virtual Relationship Manager)

4.00 to 8.00 Years   Mumbai City   24 Feb, 2025
DREAMS SOLUTIONS
Job LocationMumbai City
EducationNot Mentioned
SalaryRs 5 - 10 Lakh/Yr
IndustryBanking
Functional AreaSales / BD
EmploymentTypeFull-time

Job Description

    Specification_ for the role Elite Banker-First Wealth Role/ Job Elite Banker-First WealthJob Purpose: Elite Banker will be responsible for enhancing the customer engagement virtually to increase customer stickiness on managed clients. They will drive mobile banking adoption & usage, increase cross-sell of products and work towards upgrading and on-boarding customers in the relationship banking program. Professionally driven to achieve higher customer satisfaction and increase retention. Elite Banker to have complete knowledge of end-to-end bank offerings, key goals of RM, bank systems and key onboarding steps for products cross-sell.Location- Thane, Mumbai Job Responsibilities: Serve our most affluent customers & drive growth by ensuring excellent engagement & customer service Act as the primary point of contact and be responsible for initiating, building & maintaining deep relationships with these customers to address all their banking needs, products and servicing requirements. Fully own the book, growth and customer service KPIs for mapped portfolio Collaborate with product specialists and subject matter experts to provide tailored solutions that align with customers specific requirements Work with internal teams to drive on-ground innovation and banks strategic initiatives Demonstrate a solution-oriented mindset, ensuring seamless onboarding onto Mobile/Net Banking platforms, facilitating Bill Pay services, promoting SIP, Insurance, and Investment solutions, as well as facilitating Retail, SME Loans and other pertinent banking programs Enforce strict adherence to the banks policies and regulatory compliance measures Provide assistance during audits, ensuring conformity to internal and external regulations and guidelines

Keyskills :
vrmvirtual relationship manager

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