Virtual Relationship Banking-COP Officer

Key Skills

Call Handling Customer Needs Resolution Of Complaints Customer Engagement BFSI Digital Banking Mis Cross Selling Financial Transaction Senior Management

Job Description

Position description: Ensuring that customers get world-class services and their needs are understood and

met through financial products that the Bank has to offer.

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


Audit and Service Quality Ensure all laid down system and process are followed as stipulated by

Audit and Senior Management

Ensure accurate and timely

Experience : 0 - 1 Years

No. of Openings : 20

Education : Any Bachelor Degree, M.A, M.C.A, M.B.A/PGDM, M.Sc

Role : Relationship Officer

Industry Type : Banking / Financial Services / Stock Broking

Gender : [ Male / Female ]

Job Country : India

About Immortal Solution

Immortal Solution is a developing business with a focus on client satisfaction, situated in KOLKATA, WEST BENGAL. We provide a variety of HR services, including senior expert engagements and recruitment efforts. Both employers and job seekers can use our services. Job seekers can get stronger resumes and cover letters from our specialists, as well as aid with interview preparation.

We have a thorough understanding of a client's requirements as well as their organisational structure and workplace culture. Whether you need ongoing HR support, assistance with a specific project, or the best plan for human capital investments, we are prepared to provide the best solutions at no additional cost. With applicants and clients alike, Immortal Solution operates with openness and open communication.

Our Mission:

Our goal is to make the hiring process quick and efficient for you. We provide the client with really competent and top-notch services. We are committed to creating outstanding teams that will help you dominate the worldwide market. Long-term business partnerships allow us to provide our clients with the best and most appropriate solutions for their HR needs.

Our Vision:

Our goal is to support clients as they improve organisational performance, production, and business performance through their workforce, and adherence to best practices. We work hard to support organizations in leaving a legacy of improved performance, trust, and assurance.

Why Us?

We are dedicated to providing our reputable clients with high-quality consulting services. In every division, including payroll processing, temporary staffing, facility management, and background checks & verification, our company concentrates on providing the best services.


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