Academic Consultant

A Virtual Relationship Manager (VRM) in banking sales focuses on fostering and expanding relationships with clients while driving sales of the bank's products and services. Here are the detailed job roles and responsibilities.

Key Responsibilities:

To engage regularly with the Imperial customers as defined by the contact policy and provide a Consistent & Superior Digital Experience. Ensuring that customers get world-class services and their needs are understood and met through financial products that the Bank has to offer.

Responsible for meeting the scorecard targets and portfolio benchmarks set and that all guidelines and regulatory requirements are followed. So that the VRM becomes the top-of-the-mind recall amongst the customers in the catchment for all their financial needs and services, thereby ensuring that the VRM also achieves the key performance parameters set.

Customer Engagement

Continuous engagement with the portfolio customers mapped (500 to 600 groups/ PF) as per the contact policy, with accurate & complete capture of interaction details.

• Call handling as per defined standards.
• Accurate resolution for customer queries.
• Promoting Digital Banking services for a superior customer service experience.
• Profiling of customers in order to aid right cross-servicing of Bank products
• Accurate logging and resolution of complaints.
• Attrition control of customers.
• Regular interactions with the customers and proactively assessing customer needs.
• Ensure portfolio quality of relationship while racing considering eligibility.
• Monitor large amount movements and account closure from the deposit accounts.
• Ensure retention of customers
• Achievement of portfolio parameters
• Meet the defined objectives of the Portfolio managed by respective Imperia -VRM Sales
• Right, cross-sell of products basis profiling and engagement.
• Penetration of products across groups.
• Sales across all product segments-TPP, Assets, Cards etc.
• Complete and accurate capture of call interactions, including profiling thereby aiding relationship management.
• Ensure accurate and timely submission of financial transactions. & requests.
• Adherence to set processes of updating customer interactions in CRM next.

Requirements:

• Educational Qualifications: Graduate
• Key Skills(examples listed below)
• Basic Banking
• Communication
• Minimum experience in years - 2-3 yrs. preferable.
• Major Stakeholders(intra-team and cross-functional stakeholders, who would need to be interacted with for discharging duties)

Job Title: Customer Relationship Manager

Job Summary: We are seeking an experienced and customer-focused individual to join our team as a Customer Relationship Manager. The ideal candidate will have 2 to 6 years of experience in customer relationship management, with a proven track record of building and maintaining strong client relationships. The CRM will be responsible for ensuring customer satisfaction, resolving issues, and identifying opportunities to enhance the customer experience.

Responsibilities:

1. Serve as the primary point of contact for assigned clients, maintaining regular communication to understand their needs and concerns.
2. Build and nurture long-term relationships with clients through proactive engagement and personalized support.
3. Act as a liaison between clients and internal teams, ensuring timely resolution of customer inquiries, requests, and escalations.
4. Collaborate with sales and marketing teams to identify opportunities for upselling, cross-selling, and new business development.
5. Conduct regular account reviews with clients to assess satisfaction levels, gather feedback, and identify areas for improvement.
6. Analyze customer data and trends to identify patterns and anticipate future needs, proactively addressing potential issues.
7. Develop and implement customer retention strategies to minimize churn and maximize lifetime value.
8. Monitor key performance indicators (KPIs) related to customer satisfaction, retention, and loyalty, reporting findings to management.
9. Stay updated on industry trends, best practices, and emerging technologies in customer relationship management.
10. Utilize CRM software to maintain accurate customer records, track interactions, and manage workflows effectively.

Requirements:

1. Bachelor's degree in Business Administration, Marketing, or related field; or equivalent work experience.
2. Proven experience in customer relationship management, with 2 to 6 years of relevant experience.
3. Excellent interpersonal and communication skills, with the ability to interact effectively with clients at all levels.
4. Strong problem-solving and conflict resolution abilities, with a focus on delivering positive outcomes for customers.
5. Ability to prioritize tasks, manage multiple projects simultaneously, and meet deadlines in a fast-paced environment.
6. Results-oriented mindset with a commitment to achieving customer satisfaction and retention goals.
7. Proficiency in CRM software (e.g., Salesforce, HubSpot, Zoho CRM) and Microsoft Office Suite.
8. Strong analytical skills, with the ability to interpret data and derive actionable insights.
9. Flexibility to adapt to changing priorities and business needs.
10. A proactive and self-motivated approach to work, with a passion for delivering exceptional customer service.

This position is responsible for overseeing the testing of software features as part of a collaborative team. This role is responsible for leading quality review of various applications and includes creating test plans and strategy, test cases in partnership with developers, business analysts, and project managers which are used to shape and verify code and check conformance to system requirements. The role relies upon test automation and manual testing tools. The person is to assist in defining QA coding standards and frameworks, and for identifying emerging technologies and evaluating their applicability to the clients business goals.

Responsibilities:

• Review client requirement and provides feedback
• Responsible for creating test plans and strategy
• Reviews and re-evaluates the test strategy to adjust for new information, changing risks, shifting priorities and schedules
• Oversees projects to make sure work is scheduled based on priorities, features, risks, and team strengths and assignment of resources across projects
• Oversees implementation and execution of functional, regression, and acceptance tests
• Assists in test environment setup/teardown, test automation, and exploratory testing
• Oversees the creation and maintenance of test data and test documentation
• Provides suitable solutions for issues/errors based on the understanding of the system and client business processes
• Leads/mentors Test Engineers and shares knowledge to make sure QA staff meets technical qualifications required for their positions. Assists in coaching junior staff, by helping them to make decisions, solve problems, manage meetings and set goals, provide feedback on testing-related tasks, delegates and assigns testing responsibilities
• Assists Manager in setting the direction for quality assurance within the organization
• Assists in recruiting new staff, conducting interviews, and evaluate potential candidates Qualifications:
• Experience in testing various applications, services, and user interfaces
• Experience in test automation and creating repeatable, maintainable, automated test suites
• Should have experience in AI projects.
• Experience managing a team of QA Engineers
• Experience in communicating with clients
• Experience in testing gaming projects.
• Understanding of test-driven development
• Understanding of software development lifecycle and best practices
• Understanding of Agile and Waterfall processes
• Strong knowledge of software quality assurance best practices & methodologies
• Familiarity with various defect management systems

Requirements:

• We are looking for someone with 6 - 7 years of overall working experience in the software environment & 2 -3 years of experience in handling the QA Lead Role.
• Experience in Selenium.
• Ability to communicate technical aspects to people with non-IT background.
• Ability to act as a liaison between QA and development teams
• Ability to ensure that solutions developed by technical teams fit the business needs
• Ability to offer alternative approaches to achieve the client goals
• Ability to analyse complex situations and manage all variables to achieve optimal solutions
• Ability to act on the information provided or get information needed so that decisions for project.
• implementations can be made quickly and effectively.
• Ability to motivate teams.
• Ability to define and prioritize short-term and long-term objectives for the teams and make necessary corrections under changing circumstances
• Ability to communicate in English verbally and in writing Education and Work
• Background in CS, IT or related scientific discipline

• Development of Web and Mobile application
• Proficient in Figma and Photoshop, HTML, Angular, Material Design, jQuery, CSS, ES6, Bootstrap
• Good understandings and skills in User Empathy, Analytical Thinking, User Stories, Branding and Content.
• Passion to work in dynamic, start-up environment.
• Compensation best in the industry.

• Building Progressive Web App components and features for the company's advanced health-tech platform using React Js, Node Js
• Communicating effectively in a cross-functional product development team and presenting ideas and solutions effectively.

• Own and hit/exceed annual sales targets https://resources.workable.com/territory-manager-job-description">within assigned territory and accounts
• Develop and execute strategic plan to achieve sales targets and expand our customer base
• Build and maintain strong, long-lasting customer relationships
• Partner with customers to understand their business needs and objectives
• Effectively communicate the value proposition through proposals and presentations
• Understand category-specific landscapes and trends
• Reporting on forces that shift tactical budgets and strategic direction of accounts