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Virtual Relationship Manager Full-time Job

1 year ago Bank Kolkata   137 views
Job Details

Job description

To engage regularly with the customers as defined by the contact policy and provide a Consistent & a Superior Digital Experience. Ensuring that customers get world-class services and their needs are understood and met through financial products that the Bank has to offer. To enhance Customer Relationship & while doing so, Educate, Encourage & Induce the customers to use the Digital mediums for their banking transactions/ needs, while keeping a "window' to talk to the bank whenever customer needs. Responsible for meeting the scorecard targets and portfolio benchmarks set and that all guidelines and regulatory requirements are followed        

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         

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. 

Company Description
HDFC Bank Ltd was promoted in the year 1994 by the premier housing finance company of the country, HDFC Ltd. The Bank commenced operations as a Scheduled Commercial Bank in January 1995. Today the Bank has a nationwide network of over 2000 branches and 5624 ATMs spread over 996 towns and cities across India The Banks American Depository Shares (ADS) are listed on the New York Stock Exchange (NYSE) and the Global Depository Receipts (GDRs) are listed on Luxembourg Stock Exchange.
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