Relationship Manager - Telesales - Bank (4-10 yrs) Mumbai/Navi Mumbai (Telesales/Inside Sales/BPO)

Quotient Consultancy

  • Navi Mumbai, Maharashtra
  • Permanent
  • Full-time
  • 22 days ago
Key Responsibility Areas : HNW Portfolio Management (Acquiring, Enhancing, Deepening and Retention)- Liaising with PB/ Preferred RM to flag eligible customers form Classic/ Preferred portfolio- Acquire new customers who meet product criteria- Regular interaction with the customer to build rapport to understand and update the profile.- Enhance the Overall value/book size of the portfolio- Maintain the overall quality / hygiene parameters of the portfolio- Cross selling products of the bank based on the customer need- Joint calls being done along with Supervisor as per defined process- Advisory services to be offered based on the requirement in coordination with PBG.- Attrition control of customers- Achieving MTD and YTD Revenue TargetsOperations, Marketing & Processes- Error free documentation for all account opening and all customer instructions (Stop payments, FD Closure, etc)- Ensure KYC / AML norms are adhered to at all points of time- Ensure that 5-S norms are adhered to for individuals workstation Increase in wallet share- Look for opportunities to cross sell any other product of the Bank, to ensure that HDFC Bank is a one stop shop & solution for all banking needs of the Imperia Customer- Sales to family members and associates (all network)- Ensure that optimal levels of Income generating Product Group Holding (IPGH) is reachedProduct Penetration & contribution towards focused product- Ensure that an optimal level of Income generating Product Group Holding (IPGH) is reached.- Enhance client's Customer To Group ( CTG ) levelCustomer Service- Ensure quality customer service is delivered. All customer queries and complaints are being resolved within TAT.- Customer is informed about any regulatory or process change. Keep the customer updated on program features.- Ensure timely customer communication on requests and concerns raised.- Proactive complaint management through feedback from customers.- Promoting all direct banking channels and ensuring that the customer is utilizing the same- Ensuring that customers are introduced to the RBH / BM and PSO (PBA in case of a non PSO branch) so that there is back up when the customer visits the branch and the RM is out- Ensure smooth transition of handover/takeover of the portfolioInterested candidates can mail or call Number - 9769207074 (ref:updazz.com)

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