Virtual Relationship Manager |
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Primary Responsibilities:
- Ensure achievement of the set target of revenue (IPG and other cross sell) from the mapped set of customers associated to them
- Provide premium customer service delivery to their mapped Burgundy portfolio.
- Responsible for CASA deepening, NTB lead generation and for providing assistance in NDIAS services
- Responsible for up selling, cross- selling, providing regular market information and updates to the customers
- Manage the Burgundy portfolio through client outreach and continuous monitoring of client relationship including product, portfolio and banking needs.
- Achieve the monthly assigned revenue targets through effective cross- sales generating Fee income across Investment, Assets, Cards and Liability products.
- Effectively utilize all applications, tools, and databases used to process transparent end to- end client support.
- Additional Responsibilities:
- Strictly adhere to internal control policies and ensure that the organization’s activities are carried out in accordance with all regulatory, legal, and governmental regulations.
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