Team Lead/Manager - Virtual Relationship Manager - Bank

Roles & Responsibilities

- Responsible for quality recruitment, Sales Planning, Business delivery tracking, Monitoring and reviewing VRM Performance and mentoring individuals for effective tele-calling for achievement of the defined goals. Also responsible to ensure adherence with tele-calling guidelines as per regulatory industry norms.

- Ensuring the VRM Team achieves goal sheet objectives and revenue targets to earn incentives. Also, responsible for monitoring quality of engagement for the team.

- Enhancing engagement with HNI customers through client meetings and/or joint calls with RMs, support functions in peer group and quality NTB Acquisitions.

- Ensuring engagement and coordination with various functional peers to ensure smooth business delivery from the team across Liabilities and Asset products of the bank, Trade Forex, Wealth business, Insurance and Credit Cards Business in the branch.

- Responsible to drive Privilege program onboarding, Cross Sell in the VRM Portfolio and to enhance Product Per Client ratios in the managed book.

- Ensuring Digital adoption and completion of the assigned Tasks, triggers, campaigns and client outreach programs assigned to the VRMs.