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.