Virtual Relationship Manager
at Teleperformance Global Services Private Limited
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)
Shubham Vishwakarma
Full Stack Developer - Averlon
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- Collaborate with marketing and other teams to grasp project requirements and objectives.
- Incorporate cutting-edge design techniques, including AI tools, to produce innovative visuals.
2. Brand Consistency:
· Create engaging content for social media platforms and digital marketing campaigns.
· Ensure designs are optimized for different platforms and adhere to brand guidelines.
· Work closely with the marketing team to contribute to the evolution of the brand identity.
3. Software Proficiency:
· Proficiency in graphic design software such as Adobe Photoshop, Illustrator, InDesign, and experience with AI design tools.
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4. Feedback Incorporation:
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Education:
· Bachelor’s degree in Graphic Design, Visual Arts, or a related field.
Experience:
· 1 to 2 years of professional graphic design experience.
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Our client is a brand co-creation platform that transforms powerful ideas into authentic, profitable, and experience-led brands that can define the future of brands in key consumption categories like fashion and lifestyle; food and FMCG, home and decor and beauty and wellness. They are a team of experienced entrepreneurs, marquee investors, and industry professionals who have expertise and experience in building some of the most popular brands in the country. They partner with passionate entrepreneurs to combine their collective learning and experience with data science, digital ethnography, and technology. platforms to build brands that connect to the new generation of Indian consumers.
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Follow CutshortShubham Vishwakarma
Full Stack Developer - Averlon