Role Purpose and Objective
The virtual relationship management engages with the bank customers and prospects, virtually, to provide a seamless experience to customers.
Developing and expanding existing HNI customer relationships by ensuring a quality portfolio.
Continuous engagement with the portfolio customers mapped as per the contact policy with accurate and complete capture of interaction details.
Call handling as per desired standards.
Fulfilling customer service requirements and deepening relationships.
Creating the opportunity to provide financial solutions to customers via cross-sell and upsell.
Aids in developing and maintaining robust customer relationships, both within a company as well as with current clients.
Seek out new business opportunities for the clients while advising them on products or services that best fit their needs.
Size of the Role Financial size
VRMs range relationship value customers portfolio management
Up to 50 lakhs of incremental value generation
Up to 1 lakh of revenue generation
Non-financial size
All assets and liabilities products and services handled
130+ calls
📌 Virtual Relationship Manager Bengaluru
🏢 Ujjivan Small Finance Bank
📍 Bengaluru
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