Virtual Relationship Manager

V Konnect; Thane; On-site; INR 300,000 - 600,000; Full time

Job summary

V Konnect in Thane is seeking a proactive Bank Relationship Executive to manage a portfolio of customers, deepen relationships, and drive wallet share. You will record interactions in the bank system, resolve queries, and coordinate with operations to ensure timely service; focus on onboarding new-to-bank customers and cross-selling need-based products.

Excellent communication and a customer-first mindset are essential to succeed in a target-driven setting.

Responsibilities

• Engage with assigned portfolio of Bank customers for service and deepening relationship
• Customer interactions to be duly updated in Bank system for audit trail and reference to future interactions
• Deepening of customer portfolio level benchmarks
• Manage Issues and Maintain complete relationship record for assigned customer accounts
• Enhancing customer wallet size
• Profiling Customer to increase wallet share Engaging to capture customer banking habits and inducing to make Bank as primary relationship
• Ensuring customer scoping being done with need based products suggested as hooks for deepening relationship Ensuring that customer scope is done and products targeted accordingly
• Service to Sales approach established for deepening relationship with family members and associates which have been grouped together
• Acquisition of New To Bank Customers
• To acquire new to bank customers from leads generated through marketing channel and various campaigns
• Referrals generated from existing customers
• Penetration of products across family groups
• Customer Query and Complaint resolution:
• Ensure query resolution of the customers by coordinating with service and operations team
• Resolving all complaints received from preferred customers within the stipulated TAT's

Job description

Job Responsibilities

Engage with assigned portfolio of Bank customers for service and deepening relationship

Customer interactions to be duly updated in Bank system for audit trail and reference to future interactions

Deepening of customer portfolio level benchmarks

Manage Issues and Maintain complete relationship record for assigned customer accounts

Enhancing customer wallet size

Profiling Customer to increase wallet share Engaging to capture customer banking habits and inducing to make Bank as primary relationship

Ensuring customer scoping being done with need based products suggested as hooks for deepening relationship Ensuring that customer scope is done and products targeted accordingly

Service to Sales approach established for deepening relationship with family members and associates which have been grouped together

Acquisition of New To Bank Customers

To acquire new to bank customers from leads generated through marketing channel and various campaigns

Referrals generated from existing customers

Penetration of products across family groups

Customer Query and Complaint resolution:

Ensure query resolution of the customers by coordinating with service and operations team

Resolving all complaints received from preferred customers within the stipulated TAT's