Virtual Relationship Manager For Airol Location

Duties and Responsibilities:

• Portfolio Management for Banks HNI Customers  
• Engage with assigned  portfolio of Bank customers for service  and  deepening   relationship
• Customer interactions to be  duly updated in Bank system for audit trail and reference to   future interactions
• Deepening of customer portfolio level benchmarks
• Manage Issues and Maintain complete relationship record for assigned customer accounts
• Enhancing customer wallet size
•  Profiling Customer to increase wallet share Engaging to capture  customer banking habits and inducing to make Yes Bank as primary relationship
•  Ensuring customer scoping  being  done with  need based products suggested as hooks for deepening relationship Ensuring that customer scope is done and products targeted accordingly
• Service to Sales approach established for deepening relationship with  family members and associates  which have been grouped together.

Acquisition of New To Bank Customers:-

• To acquire new to bank customers from leads generated through marketing channel and various campaigns
• Referrals generated from existing customers
• Penetration of products across family groups
• Customer Query and Complaint resolution:
• Ensure query resolution of the customers by coordinating with service and operations team
• Resolving all complaints received from preferred customers within the stipulated TATs

Fulfilment of other objectives:

• To actively participate and contribute in fulfilment of other time bound objectives that department or organization may initiate from time to time.