Job Title
Virtual Relationship Manager
Business Unit
Virtual Relationship Banking
Reporting To
Virtual Relationship Banking Head
Job Function and Role Type
Sales, Individual Role
Version No
Job Purpose
Engage regularly with customers to provide a superior digital experience and meet financial needs through bank products. Enhance customer relationships while promoting digital banking and achieving portfolio benchmarks.
Key Responsibilities
Customer Engagement
Engage with portfolio customers per contact policy.
Promote digital banking for superior service.
Resolve customer queries accurately.
Deepen relationships by cross-selling products.
Achievement of Portfolio Parameters
Meet defined portfolio objectives.
Sales
Cross-sell products based on customer profiling.
Drive sales across all product segments.
Generate income at the customer level.
Interaction Quality
Achieve defined quality benchmarks.
Capture call interactions accurately.
Audit and Service Quality
Follow all systems and processes as per audit guidelines.
Submit financial transactions accurately and on time.
MIS - Reporting
Submit customer base reviews and reports promptly.
Education:
Graduate.
Certifications:
Basic Banking, Communication.
Key Competencies
Customer engagement, Sales acumen, Digital banking promotion, Relationship management, Compliance adherence.
Major Stakeholders
Customers, Virtual Relationship Banking Head, Unit Head, Region Head, Sales Managers.
