Virtual-Prime RM

Role Description
Job Title
Virtual Prime Relationship Manager
Business Unit
Prime
Reporting To
Prime
Job Function and Role Type
Relationship & Sales, Individual Role
Version No
1.0
Job Purpose
Engage regularly with customers as per the contact policy to provide a superior digital experience and meet financial needs through bank products. Ensure scorecard targets, portfolio benchmarks, and regulatory guidelines are achieved.
Key Responsibilities
Customer Engagement
Engage with portfolio customers as per contact policy.
Promote digital banking for superior service.
Resolve customer queries accurately.
Deepen relationships by cross-selling products.
Monitor account movements and ensure retention.
Achievement of Portfolio Parameters
Meet defined portfolio objectives.
Sales
Cross-sell products based on profiling.
Drive sales across all product segments.
Track triggers to prevent fund outflows.
Generate income at the customer level.
Interaction Quality
Achieve defined quality benchmarks.
Capture call interactions accurately.
Audit and Service Quality
Follow all processes as per audit guidelines.
Submit financial transactions accurately and on time.
Update customer interactions in CRM systems.
MIS - Reporting
Submit customer base reviews and reports on time.
Education
Graduate.
Certifications
None specified.
Key Competencies
Customer engagement, sales acumen, digital banking promotion, relationship management, compliance adherence.
Major Stakeholders
Customers, Prime Head, Regional Head, Unit Head, Team Managers.

Skills
CRM

Work arrangement
No