Job Title
Manager - Virtual Relationship Management (VRM)
Business Unit
Training & Quality
Reporting To
Unit Head
Job Function and Role Type
Training and Quality Management - Corporate Sales
Version No
[Not provided]
Job Purpose
Train and develop VRM staff to ensure high-quality customer engagement, sales, and service delivery. Drive performance improvement through innovative training methods and continuous quality monitoring.
New Hire Training
- Complete induction and on-the-job training for VRM staff.
- Conduct mock sessions to assess knowledge levels.
- Ensure RM certification within 30 days and NISM/IRDA certification within 60 days.
Refresher Training
- Conduct daily huddles and weekly refresher sessions.
- Re-train underperforming VRMs in service and sales.
- Improve test scores of below-average team members.
Call Monitoring and Feedback
- Monitor calls to ensure high-quality pitches and relationship building.
- Provide documented feedback and conduct mock calls for improvement.
- Hold weekly meetings with team leaders to address training needs.
Quality Standards and Calibration
- Align quality standards for VRM and PB staff.
- Measure service delivery gaps and recommend improvements.
- Achieve benchmark scores for interaction quality.
Knowledge Management
- Maintain up-to-date knowledge of products and processes.
- Ensure timely completion of chapter readings on E Process.
Staff Motivation
- Recognize achievers in sales and service to boost morale.
- Update topper boards and encourage performance through best practices.
Analytics and Reporting
- Analyze call observations and CRM audits for quality improvement.
- Identify top erroring VRMs and address gaps in performance.
- Monitor short call patterns and analyze spikes in contact activity.
Education
- Graduate degree in any discipline.
Certifications
Key Competencies
- Training delivery, quality monitoring, relationship management, analytical skills, team motivation.
Major Stakeholders
- VRMs, supervisors, unit heads, regional training teams, product teams, IT teams.