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Virtual Relationship Manager

Remote: 
Full Remote
Experience: 
Mid-level (2-5 years)
Work from: 
India

Offer summary

Qualifications:

Bachelor's degree in various fields, Minimum 2+ years in Banking.

Key responsabilities:

  • Enhance customer engagement virtually
  • Increase mobile banking adoption
  • Cross-sell products, onboard customers
  • Deepen relationships, drive quality engagements
  • Ensure compliance to bank policies
MintSkill HR Solutions LLP logo
MintSkill HR Solutions LLP Hrtech: Human Resources + Technology Startup https://www.mintskill.com/
11 - 50 Employees
About MintSkill HR Solutions LLP
MintSkill HR Solutions is an Executive Search firm that strives to be the provider of quality HR outsourcing services. We have been creating partnerships with clients to add value to their businesses. MintSkill is headquartered in Mumbai. Our client centric approach, commitment to quality of our engagement and delivery has resulted in client base comprising of Multinational Companies as well as several Small & Medium Enterprises. We are a talented, diverse, and spirited team helping thousands of people find focus, organize their thoughts, and get more done. We recognize the individual quirks that make us an authentic team. We bring our whole selves to work, and we leave plenty of space for creativity, light-heartedness, and onesies, while staying focused on our shared mission of connecting great people to great places of work. If you want to make a meaningful impact and have some fun along the way, we’d love to meet you! We aspire not only to make organizations more successful by developing Human Capital, to improve their impact on communities and transform lives, but also to build an incredible company while doing so. As Consultant at MintSkill, you’ll design, build and scale the high-impact consulting services solutions that drive growth for organizations and people. We move fast and dive deep – building and deploying Consulting solutions to anticipate and rapidly respond to our Client's needs. We measure in days, not weeks, and monitor our experiments’ results in real-time.
See more MintSkill HR Solutions LLP offers

Job description

Job Purpose:
​
VRM 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. 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 & Responsibilities:
  • Responsible for deepening customer relationships to increase customer relationship value.
  • Responsible for driving quality engagements over call with customers by following industry best practices.
  • Responsible for increasing mobile banking adoption and drive initial login on Optimus app.
  • CASA value builds up and new client acquisition and increase in 'Product Holding Per Customer' within mapped portfolio.
  • Responsible for cross-sell of pre-approved products such as Credit Card and other offers to increase products per customer,
  • Ensure all customer profiling for mapped customers and presented with suitable banking products as per their need and requirements.
  • 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.
Secondary Responsibilities:
  • Assist audit and ensure compliance to internal and external regulations and guidelines.
  • Provide best in-class customer service to all clients to become their primary banker.


Requirements
Graduation:
Bachelor’s in Engineering / Technology / Maths / Commerce / Arts / Science / Biology / Business /
Computers / Management/ any other graduation degree.

Experience:
Minimum 2+ years of relevant experience in Banking or allied Business.




Required profile

Experience

Level of experience: Mid-level (2-5 years)
Industry :
Hrtech: Human Resources + Technology
Spoken language(s):
English
Check out the description to know which languages are mandatory.

Hard Skills

Cross-SellingCustomer ProfilingCustomer CentricitySmall Business LoansMobile Banking

Other Skills

  • Verbal Communication Skills
  • Solutions Focused
  • Relationship Building
Are you interested?

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