Skywings Advisors Private Limited

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Virtual Relationship Banking-COP Officer

Indore, Vijay Nagar


 Customer Engagement: Continuous engagement with the portfolio customers mapped
as per the contact policy, with accurate & complete capture of interaction details.
 Call handling as per defined standards.
 Accurate resolution for customer queries.
 Promoting Digital Banking services for a superior customer service experience.
 Profiling of customers in order to aid right cross-servicing of Bank products
 Accurate logging and resolution of complaints.
 Attrition control of customers.
 Regular interactions with the customers and pro-actively assessing customer needs.
 Deepening relationship by cross selling \'sticky products\' like Demat, Bill Pay, Advisory etc.
 Ensure portfolio quality of relationship while racing considering eligibility.
 Monitor large amount movements and account closure from the deposit accounts.
 Ensure retention of customers
 Achievement of portfolio parameters: Meet the defined objectives of the Portfolio
managed by the respective VRM
 Sales: Right cross-sell of products basis profiling and engagement.
 Penetration of products across groups.
 Sales across all product segments-TPP, Assets, Cards etc.
 Acquiring & grouping of all related IDs of the Primary ID.
 Use of triggers to track maturity of FDs, movement of CASA balances etc. and prevent
outflow.
 Ensure Staff are trained on product knowledge and requisite certifications.
 Income to be generated at a customer level.
 Interaction Quality: Achieve Quality benchmarks defined from time to time.
 Complete and accurate capture of call interactions, including profiling thereby aiding
relationship management.
 Audit and Service Quality Ensure all laid down system and process are followed as
stipulated by Audit and Senior Management
 Ensure accurate and timely submission of financial transactions & requests.
 Adherence to set processes of updating customer interactions in CRM next.

Experience 0 - 3 Years
Salary Not Disclosed
Industry Financial Services / Banking, Investments / Insurance / Stock Market / Loan
Qualification Other Bachelor Degree, Post Graduate Diploma, M.A, M.B.A/PGDM, M.Com, M.Sc
Key Skills Communication Skills Customer Associate Sales Consultant COP Banking Relationship Virtual Banking walk in


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