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Virtual Relationship Manager

For a client of TeamLease Services Ltd
1 to 5 Years
3,00,000 - 6,00,000 Per Year
Posted on 20 May 19
Job DescriptionLast Date 19 Jul 19

Overall Goal:

 To engage regularly with the customers as defined by the contact policy and provide a Consistent & a 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.

 To enhance Customer Relationship & while doing so, Educate, Encourage & Induce the customers to use the Digital mediums for their banking transactions/ needs, while keeping a "window' to talk to the bank whenever customer needs.

 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

Key Result / Responsibility Areas:

Customer Engagement:

 Continuous engagement with the portfolio customers mapped 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.

o Regular interactions with the customers and pro-actively assessing customer needs. o Deepening relationship by cross selling 'sticky products' like Demat, Bill Pay, Advisory etc.

o Ensure portfolio quality of relationship while racing considering eligibility.

o Monitor large amount movements and account closure from the deposit accounts.

o Ensure retention of customers

Achievement of portfolio parameters :

 Meet the defined objectives of the Portfolio managed by the respective 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.

 Acquiring & grouping of all related IDs of the Primary ID.

 Use of triggers to track maturity of FDs, movement of CASA balances etc.and prevent outflow.

 Ensure Staff are trained on product knowledge and requisite certifications.

 Income to be generated at a customer level.

Audit and Service Quality

 Ensure all laid down system and process are followed as stipulated by Audit and Senior Management

 Ensure accurate and timely submission of financial transactions.& requests.

 Adherence to set processes of updating customer interactions in CRM next.

Job Role

Job Type

Interview Type

Company Description
TeamLease Services established in 2002, is one of India's leading human resource service companies in the organized segment. A Fortune 500 company listed on both NSE & BSE markets, with eight offices and 1400 clients across the country. The company at present has about 100,000+ live associates/ trainees spread across the country and have till date given employment to 1.5+ million people with an aim to hire millions more.
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