The Solitaire VRM Support role focuses on managing and deepening relationships with Privy and Solitaire segment customers through telephonic and digital engagement. The position ensures superior customer experience, cross-selling of banking and investment products, and compliance with regulatory norms.
Key Responsibilities
- Portfolio Management:
- Handle a portfolio of high-net-worth Solitaire customers via remote channels (calls, emails, video).
- Maintain regular engagement to strengthen relationships and reduce attrition.
- Sales & Cross-Selling:
- Drive business targets across product lines – liabilities, assets, investments, insurance, and third-party products.
- Identify customer needs and offer tailored financial solutions.
- Customer Experience:
- Ensure timely resolution of queries and service requests.
- Deliver a seamless onboarding and servicing experience in coordination with internal teams.
- Compliance & Risk:
- Adhere to audit, regulatory, and internal compliance guidelines.
- Maintain accurate records in CRM systems and follow information security norms.
Required Qualifications
- Graduate (mandatory); MBA preferred.
- Minimum 2 years of experience in banking, preferably in affluent or wealth segments.
- Solid knowledge of banking products (liabilities, assets, investments).
Skills & Competencies
- Excellent communication and interpersonal skills.
- Customer-centric approach with problem-solving ability.
- Proficiency in CRM tools and digital banking platforms.
- Ability to work independently and achieve sales targets.
Performance Metrics
- Portfolio growth and retention.
- Cross-sell ratio and revenue achievement.
- Customer satisfaction and service quality scores.
📌 Sky Affluent VRM-TL-Sky Channel-VRM - Support (Thane)
🏢 Important Company of the Sector
📍 Thane
Reply to this offer
Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.