Adherence to set processes of updating customer interactions in CRM next.Ensure accurate and timely submission of financial transactions.& requests.Ensure all laid down system and process are followed as stipulated by Audit and Senior Management.Complete and accurate capture of call interactions, including profiling thereby aiding relationship management.Achieve Quality benchmarks defined from time to time.Income to be generated at a customer level.Ensure Staff are trained on product knowledge and requisite certifications.Use of triggers to track maturity of FDs, movement of CASA balances etc.and prevent outflow.Acquiring & grouping of all related IDs of the Primary ID.Sales across all product segments-TPP, Assets, Cards etc.Right cross-sell of products basis profiling and engagement.Meet the defined objectives of the Portfolio managed by the respective VRM.Monitor large amount movements and account closure from the deposit accounts.Ensure portfolio quality of relationship while racing considering eligibility.Deepening relationship by cross selling 'sticky products' like Demat, Bill Pay, Advisory etc.Regular interactions with the customers and pro-actively assessing customer needs.
Accurate logging and resolution of complaints.Profiling of customers in order to aid right cross-servicing of Bank products.Promoting Digital Banking services for a superior customer service experience.Accurate resolution for customer queries.Call handling as per defined standards.Continuous engagement with the portfolio customers mapped as per the contact policy, with accurate & complete capture of interaction details.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. Responsible for meeting the scorecard targets and portfolio benchmarks set and that all guidelines and regulatory requirements are followed.To enhance Customer Relationship & while doing so, Educate, Encourage & Induce the customers to use the Digital mediums for their banking transactions/ needs, while keeping a "window' to talk to the bank whenever customer needs.Ensuring that customers get world-class services and their needs are understood and met through financial products that the Bank has to offer. To engage regularly with the customers as defined by the contact policy and provide a Consistent & a Superior Digital Experience.NBFC ( Non Banking Financial Services ) (3) Site Engineering / Project Management (4) Operations Management / Process Analysis (8)
0 kommentar(er)
