Virtual-COP RM

Location: Mumbai

Experience: 0 - 1 Years

Business Unit: Virtual Relationship Banking

Job Type: Permanent

Openings: 1

Virtual-COP Relationship Manager

Classic on Phone (CoP)

Classic on Phone Team Manager

Relationship & Sales, Individual Role

1.0

Engage regularly with customers as per the contact policy to provide a consistent and superior digital experience. Ensure customer needs are met through financial products while promoting digital banking and achieving scorecard targets.

Engage with portfolio customers as per contact policy.

Resolve customer queries accurately and promote digital banking.

Profile customers to cross-sell bank products.

Control customer attrition and deepen relationships.

Meet portfolio objectives and cross-sell products.

Drive sales across product segments like TPP, Assets, and Cards.

Track triggers to prevent fund outflows.

Generate income at the customer level.

Achieve defined quality benchmarks.

Capture call interactions accurately to aid relationship management.

Follow all systems and processes as per audit guidelines.

Submit financial transactions and requests accurately and on time.

Update customer interactions in CRM systems.

Submit customer base reviews and reports as requested.

Graduate.

Basic Banking, Communication.

Customer engagement, Sales acumen, Digital banking promotion, Relationship management, Compliance adherence.

Customers, Classic on Phone Head, Unit Head, Region Head, Sales Managers.