Customer Relationship Associate

A Virtual Relationship Manager (VRM) is responsible for building and nurturing relationships with clients while promoting and selling the bank’s financial products and services. The role involves proactive customer engagement, achieving sales targets, and ensuring a seamless digital banking experience.

Key Responsibilities:

Customer Engagement:

• Maintain continuous engagement with an assigned portfolio of 500-600 customer groups, following the bank’s contact policy.

• Conduct customer interactions as per defined call handling standards.

• Resolve customer queries with accuracy and efficiency.

• Promote digital banking services to enhance the customer experience.

• Profile customers to identify and offer relevant financial products.

• Log and resolve customer complaints in a timely manner.

• Monitor and control customer attrition by maintaining strong relationships.

• Regularly assess customer needs and provide appropriate financial solutions.

• Track large financial transactions and deposit account closures.

• Ensure high retention rates within the customer portfolio.

Sales & Portfolio Management:

• Achieve scorecard targets and portfolio benchmarks.

• Drive cross-selling initiatives based on customer profiling and engagement.

• Maximize penetration of banking products, including third-party products (TPP), assets, and credit cards.

• Maintain a high-quality portfolio through customer relationship management.

• Ensure timely and accurate submission of financial transactions and customer requests.

• Adhere to all regulatory requirements and internal process guidelines.

Process Compliance & Reporting:

• Accurately document customer interactions and profiles in the CRM system.

• Follow standardized processes to update customer records and transactions.

• Ensure compliance with all banking regulations and guidelines.

• Provide timely reports and updates on customer engagement and sales performance.

Requirements:

Educational Qualifications:

• Graduate degree in any discipline (mandatory).

Key Skills:

• Basic Banking Knowledge

• Strong Communication Skills

• Customer Relationship Management

• Digital Banking Proficiency

• Sales & Cross-Selling Abilities

• Complaint Resolution

• Data Entry & CRM Management

Experience:

• 0-3 years of experience in banking, sales, or customer relationship management (preferred).

Major Stakeholders:

• Internal Teams: Sales, Operations, Customer Support, Compliance

• External Customers: Portfolio Clients, Prospective Clients

• It is a Full Time Customer Support / TeleCaller job for candidates with 0 - 3 years of experience.

More about this Customer Relationship Associate job

1. What is the eligibility criteria to apply for this Customer Relationship Associate job?
   Ans: The candidate should be 12th Pass and above and above with 0 - 3 years of experience of experience
2. How much salary can I expect for this job role?
   Ans: You can expect a salary of ₹14000 - ₹20000 per month that depends on your interview. It's a Full Time job in Bangalore.
3. How many working days are there for this Customer Relationship Associate job?
   Ans: This Customer Relationship Associate job will have 6 working days.
4. Are there any charges applicable while applying or joining this Customer Relationship Associate job?
   Ans: No, there is no fee applicable for applying this Customer Relationship Associate job and during the employment with the company, i.e., TELEPERFORMANCE.
5. Is it a work from home job?
   Ans: No, it’s not a work from home job and can't be done online.
6. How many openings are there for this Customer Relationship Associate role?
   Ans: There is an immediate opening of 30 Customer Relationship Associate at TELEPERFORMANCE
7. Who can apply for this job?
   Ans: Both Male and Female candidates can apply for this Customer Support / TeleCaller job.
8. What are the timings of this Customer Relationship Associate job?
   Ans: This Customer Relationship Associate job has Day Shift.