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Senior Virtual Relationship Manager – Business Banking, VRM SME at Mashreq | JobVerse
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Senior Virtual Relationship Manager – Business Banking, VRM SME
Mashreq
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Senior Virtual Relationship Manager – Business Banking, VRM SME
Bengaluru, Karnataka, India
Full Time
2 weeks ago
No Sponsorship
Apply Now
About this role
Role Overview
Ensure assigned FER & other financial KPIs are delivered.
Ensure timely execution of welcome calls & all regular service calls to all assigned accounts.
Ensure appropriate scoping of all accounts to activate, nurture & grow customer profitability.
Generate FX, Trade(LC, etc), Bank Guarantees, Insurance & Investment revenue.
Ensure to maintain/elevate the agreed funding rate of the portfolio base.
Maintain a superior customer services experience including pre-empting issues and proactive servicing.
Conduct Conference calls with product advisors with high potential clients & for activations of any dormant account.
Maintain portfolio quality by ensuring timely update of KYC, TL & all other aspects of governance.
Assisting compliance/AML/FP&I & all governance units without tipping off a customer.
Adhering to all regulatory requirements for financial offerings & raise alarms upon identifying any misconduct or a breach in the portfolio.
Resolve customer queries by rigorously following-up on cases with internal departments and closing the same in the given turn-around-time.
Supporting resolution of customer complaints relating to Rates, Schedules, Document requirements, transactional inquiries.
Contribute to improving the transaction survey.
Requirements
Ensure assigned FER & other financial KPIs are delivered.
Ensure timely execution of welcome calls & all regular service calls to all assigned accounts.
Ensure appropriate scoping of all accounts to activate, nurture & grow customer profitability.
Generate FX, Trade(LC, etc), Bank Guarantees, Insurance & Investment revenue.
Ensure to maintain/elevate the agreed funding rate of the portfolio base.
Maintain a superior customer services experience including pre-empting issues and proactive servicing.
Conduct Conference calls with product advisors with high potential clients & for activations of any dormant account.
Maintain portfolio quality by ensuring timely update of KYC, TL & all other aspects of governance.
Assisting compliance/AML/FP&I & all governance units without tipping off a customer.
Adhering to all regulatory requirements for financial offerings & raise alarms upon identifying any misconduct or a breach in the portfolio.
Resolve customer queries by rigorously following-up on cases with internal departments and closing the same in the given turn-around-time.
Supporting resolution of customer complaints relating to Rates, Schedules, Document requirements, transactional inquiries.
Contribute to improving the transaction survey.
Apply Now
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