Virtual-Prime RM

Location: Ahmedabad

Experience: 0 - 6 Years

Business Unit: Virtual Relationship Banking

Job Type: Permanent

Openings: 1

Virtual Prime Relationship Manager

Prime

Relationship & Sales, Individual Role

1.0

Engage regularly with customers as per the contact policy to provide a superior digital experience and meet financial needs through bank products. Ensure scorecard targets, portfolio benchmarks, and regulatory guidelines are achieved.

Engage with portfolio customers as per contact policy.

Promote digital banking for superior service.

Resolve customer queries accurately.

Deepen relationships by cross-selling products.

Monitor account movements and ensure retention.

Meet defined portfolio objectives.

Cross-sell products based on profiling.

Drive sales across all product segments.

Track triggers to prevent fund outflows.

Generate income at the customer level.

Achieve defined quality benchmarks.

Capture call interactions accurately.

Follow all processes as per audit guidelines.

Submit financial transactions accurately and on time.

Update customer interactions in CRM systems.

Submit customer base reviews and reports on time.

Graduate.

None specified.

Customer engagement, sales acumen, digital banking promotion, relationship management, compliance adherence.

Customers, Prime Head, Regional Head, Unit Head, Team Managers.