Virtual Relationship Manager

Abacus Consultants; Thane; On-site; INR 900,000 - 1,100,000; Full time

Benefits offered by this job

CTC up to 10 lacs per annum

Job summary

Abacus Consultants is seeking a customer relationship professional in Maharashtra to deepen existing relationships and drive digital banking adoption. The role focuses on engagement quality over calls, profiling customers for suitable banking products, and onboarding them to Mobile/Net Banking, Bill Pay, SIP, and investment solutions.

The candidate will work to build CASA value, acquire new clients within the mapped portfolio, and cross-sell products like Credit Cards to increase wallet share

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 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.

Job description

Role & 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 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.

Preferred candidate profile

Perks and benefits

CTC up to 10 lacs per annum