Job openings for relation manager in gurgaon

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.
- Regular interactions with the customers and pro-actively assessing customer needs.
- Deepening relationship by cross selling 'sticky products' like Demat, Bill Pay, Advisory etc.
- 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 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.
- Ensure Staff are trained on product knowledge and requisite certifications.
- Income to be generated at a customer level.

Interaction Quality :
- Achieve Quality benchmarks defined from time to time.
- Complete and accurate capture of call interactions, including profiling thereby aiding relationship management.

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.

MIS - Reporting:
- Ensure timely submission of Customer base re

About Company