Role/Job Title : Elite Banker-First Wealth
Function/Department : Retail Liabilities
Job Description / Purpose:
VRM will be responsible for enhancing the customer engagement virtually to increase customer stickiness on managed clients. They will drive remittances, 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. NR VRM to have complete knowledge of end-to-end bank offerings, key goals of RM, bank systems and key onboarding steps for products cross-sell.
Roles and Responsibilities
- Responsible for deepening customer relationships to increase customer relationship value.
- Acquisition of NR accounts and generating referrals from existing customers
- Ensuring remittances in all managed & sourced accounts
- Responsible for driving quality engagements over call with customers by following industry best practices.
- Responsible for increasing adoption of digital platforms like mobile banking and drive initial login on Optimus app.
- Value builds up and increases in ‘Product Holding Per Customer’ within mapped portfolio.
- Responsible for cross-selling of pre-approved products such as Credit Card and other offers to increase products per customer.
- Ensure all customer profiling for mapped customers and present them with suitable banking products as per their need and requirement.
- Be solution oriented and ensure effective on-boarding on Mobile/Net Banking, Bill Pay, SIP, Insurance & Investment solutions, Retail and SME Loans and relevant banking programs.
- Ensure monthly operating plan is met to improve scorecard and decile rankings.
- Coordinate with respective teams for closure of retail assets & trade transactions business generated through client engagement.
- Responsible for creating a customer-focused approach for quick resolution of all queries and complaints to achieve NPS benchmarks.
- Ensure strict adherence to the bank policies and compliance.
- Pitch Relationship Banking program benefits and eligibility criteria to customers and on-board customers/groups to the RB program.
Education Qualification
- Graduation: Any Graduate
- Post Graduation: Any Post Graduate
