Direct Walk-In For Virtual Relationship Banking Officer (0-2 Years)

Prerana Educational and Charitable Trust

primary responsibilities:

• 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.

• use of triggers to track maturity of fds, movement of casa balances prevent outflow.

• 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

• Experience

  0 - 2 Years

• No. of Openings

  50

• Education

  B.A, B.B.A, B.C.A, B.Com, B.Sc, M.A, M.B.A/PGDM, M.Com

• Role

  Banking Officer

• Industry Type

  Banking / Financial Services / Stock Broking

• Gender

  [ Male / Female ]

• Job Country

  India

• Type of Job

  Full Time

• Work Location Type

  Work from Office