Role Information
Outbound Sales

Role Designation
Virtual Wealth Relationship Manager

Position Summary
To engage regularly with the Imperia customers as defined by the contact policy and provide a Consistent & amp; Superior Digital Experience. Ensuring that customers get world-class services and their needs are understood and met through financial products that the Bank has to offer.

Required skill set
a. Serve our most affluent customers & drive growth by ensuring excellent engagement & customer service
b. 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.
c. Fully own the book, growth and customer service KPIs for mapped portfolio
d. Collaborate with product specialists and subject matter experts to provide tailored solutions that align with customers specific requirements
e. Work with internal teams to drive on-ground innovation and bank's strategic initiatives
f. 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
g. Enforce strict adherence to the bank's policies and regulatory compliance measures
h. Provide assistance during audits, ensuring conformity to internal and external regulations and guidelines

Skills & Knowledge
Proven experience as a Relationship Manager
Knowledge of customer relationship management (CRM) practices
Experience in sales or customer service is preferred
Problem-solving attitude
Excellent communication skills
Aptitude for fostering positive relationships
Teamwork and leadership skills
Customer-oriented

Working Days 5 Days for 2nd and 4th week,
6 days 1st and 3rd week
other requirement
Graduate in any discipline Fixed Shifts/Rotational shifts