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)

Interested candidates can kindly contact me through

priyadharshini@earlyjobs.co.in

8197337193

Hawk-I Investment & Insurance Marketing Pvt. Ltd.

Job Description:-

Hawk-I Investment & Insurance Marketing Pvt. Ltd. is a licensed Insurance Marketing Firm authorized by IRDAI to distribute Life, General & Health Insurance, and licensed by AMFI to distribute Mutual Funds.

Located in Gurugram, our core focus is on understanding our clients' needs and providing tailored solutions to help them achieve their financial goals.

We prioritize customer centricity and have a strong service culture, setting us apart from other companies in the industry. Our founder, Sumit Sabharwal, brings over 20 years of experience in the insurance industry and serves as a guiding light to our dedicated team.

Role Description

This is a full-time on-site role for a Tele Calling Executive at Hawk-I Investment & Insurance Marketing Pvt. Ltd. located in Gurugram.

The Tele Calling Executive will be responsible for conducting outbound calls to potential clients, explaining insurance and investment options, answering questions, and gathering relevant information.

They will also be responsible for maintaining accurate records, updating customer data, and providing excellent customer service.

Qualifications

• Excellent verbal communication skills
• Strong persuasive and negotiation skills
• Ability to build rapport and establish trust with customers
• Good listening and problem-solving skills
• Experience in telemarketing or customer service is a plus
• Knowledge of insurance products and investment options is a plus
• Bachelor's degree in any field