Virtual Relationship Manager

What You’ll Be Doing:

•    Achieve budgeted sales and service targets within acceptable risk standards.
•    Regularly review customer portfolio to identify potential sales/business opportunities/ cross sell existing products.
•    Manage a designated portfolio of customer relationships to identify and address customer needs, ensuring that the overall service provided is in line with customer expectations and the terms of the service offer.
•    Carry out all tasks ensuring all activities are completed within timescales and with a high degree of accuracy, whilst providing excellent customer service to both external and internal customers and adhering to all appropriate process and procedures.
•    Always comply with the Staff Code of Conduct to ensure a positive image of the Bank is presented to all customers both internal and external.
•    Ensure that the business is booked as per laid down procedures and guidelines and due diligence is carried out with respect to money laundering and other regulatory requirements.
•    Provide specialist information, guidance and advise to customers through the delivery of excellent customer service to resolve customer queries and achieve customer satisfaction.
•    Perform any other duties or tasks as required or instructed by the line manager to support the efficiency and output of the department.
•    Manging the portfolio allocated in a timely manner to avoid delay or complaint.
•    To ensure the client communication and query resolution is aligned with the internal process and TAT.
•    Work closely on the client requests/query error free (Mission Zero)

What We’re Looking For:

Minimum Qualification : Bachelor's degree.

Minimum Experience: Minimum of 02 years’ experience in banking or financial services, with a focus on relationship management.

COMPETENCIES: 
•    Oral and Written Communication 
•    Sales Acumen 
•    Relationship Management 
•    Banking process and knowledge