Virtual-Prime RM

Job 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.