Virtual Wealth Relationship Manager

☞ SearchBourne Consulting

看过: 84

更新日: 07-06-2024

位置: Thane Maharashtra

类别: 营业额

行业: Human Resources Services

水平: Mid-Senior level

工作类型: Full-time

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工作内容

We have started a journey to disrupt & revolutionize the personal banking experience; we want to create the country’s best digital-led engagement vertical to service and engage our most premium customers. This engagement vertical will be enabled by many industry-first people & tech capabilities – advanced customer analytics, unified communications suite, access to 3600 product & servicing suite, hyper-personalization and Generative AI. We are looking to hire dynamic, well-rounded personal banking relationship managers for this business vertical. As part of this role, you will –

• Serve our most affluent customers & drive growth by ensuring excellent engagement & customer service

• Act as the primary point of contact and be responsible for initiating, building & maintaining deep relationships with these customers to address all their banking needs, products and servicing requirements.

• Fully own the book, growth and customer service KPIs for mapped portfolio

• Collaborate with product specialists and subject matter experts to provide tailored solutions that align with customers’ specific requirements

• Work with internal teams to drive on-ground innovation and bank’s strategic initiatives

• Demonstrate a solution-oriented mindset, ensuring seamless onboarding onto Mobile/Net Banking platforms, facilitating Bill Pay services, promoting SIP, Insurance, and Investment solutions, as well as facilitating Retail, SME Loans and other pertinent banking programs

• Enforce strict adherence to the bank’s policies and regulatory compliance measures

• Provide assistance during audits, ensuring conformity to internal and external regulations and guidelines

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最后期限: 22-07-2024

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