Mintskill HR Solutions LLP

Virtual Relationship Manager

India full-time Mid Salary not listed
full-time Mid level Technology & IT Curated
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About the role

Category: Banking

Location: Mumbai Maharashtra India

Job Purpose:

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VRM will be responsible for enhancing the customer engagement virtually to increase customer stickiness on managed clients.
They will drive mobile banking adoption & usage, increase cross-sell of products and work towards upgrading and on-boarding customers in the relationship banking program. Professionally driven to achieve higher customer satisfaction and increase retention. VRM to have complete knowledge of end-to-end bank offerings, key goals of RM, bank systems and key onboarding steps for products cross-sell.

Roles & 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 requirements.

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.

Secondary Responsibilities:

Assist audit and ensure compliance to internal and external regulations and guidelines.

Provide best in-class customer service to all clients to become their primary banker.

Requirements

Graduation:

Bachelor’s in Engineering / Technology / Maths / Commerce / Arts / Science / Biology / Business /

Computers / Management/ any other graduation degree.

Experience:

Minimum 2+ years of relevant experience in Banking or allied Business.

DetailsOriginally posted on Himalayas

Interview prep

Walk in with sharper answers.

Use this as a quick practice sheet before you speak with the employer.

Mid
Technology & IT Customer Service SQL Virtual Relationship Manager Mid level

Likely questions

  1. Tell us about work you have done that is close to the Virtual Relationship Manager role.
  2. How would you approach your first 30 days at Mintskill HR Solutions LLP?
  3. Which of Customer Service, SQL and Virtual have you used recently, and what did it help you achieve?
  4. Describe a time you solved a problem without waiting to be told exactly what to do.
  5. How do you handle busy days, changing priorities, or pressure at work?

Prepare before the call

  • A recent example that proves your experience with Customer Service, SQL and Virtual.
  • One short story with a problem, your action, and the result.
  • Two examples that show the strengths listed on your CV.
  • A clear reason why this role and company interest you.
  • Your availability, preferred work style, and salary expectations.

Ask them

  • What would success look like in the first 90 days?
  • What are the main problems this hire should help solve?
  • How does the team give feedback and measure good work?
  • What does a normal working week look like for this role?
Practice line

I am interested in the Virtual Relationship Manager role because I can bring practical experience in Customer Service, SQL and Virtual, learn the team quickly, and contribute to the outcomes Mintskill HR Solutions LLP needs from this hire.

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