Virtual Relationship Manager

؜ - ؜دبي ؜ -

تفاصيل الوظيفة

DESCRIPTION


Job Purpose

Purpose of having a VRM is to manage, upsell and cross sell to low value
business accounts through engaging with customers via channels like phone,
emails and digital banking.

Principal Accountabilities


Maintain & manage an assigned portfolio with existing Business clients to
retain & grow their banking relationships in a profitable manner and in line
with assigned business growth targets.


Grow CASA and FD balances, identify opportunities in FX and secured Trade and
increase share of wallet.


A portfolio of clients will be assigned to the VRM who will call all these
clients once in ‎45 days for any service or business related query. Customers
will be guided to online banking or to a branch to complete a particular
service. Such a high level of engagement will help in customer engagement and
satisfaction.


Customers will also have co-ordinates of these VRMs who can call their
respective VRM for any query i.e. low value clients will be served through the
VRM model and Digital Banking.


From the list of accounts tagged to a VRM, they will identify opportunities to
lend in the form of business loan, TWC limits etc. and specific targets will
be given to them. Such leads will be referred to RMs / ROs for processing and
credit appraisal.


Compliance related queries and AML alerts will be closed by VRMs and where
ever a visit will be required to be done, assistance of Business Banking RMs
will be taken.


Establish effective & professional communication (both internal and external)
to ensure turnaround time within designated parameters and higher client
satisfaction levels.


Comply with internal audit requirements in line with the policy guidelines, to
ensure high standards of uniformity and consistency across the Bank.

ملخص الوظيفة

  • المُعلن : Commercial Bank of Dubai
  • تاريخ الإعلان : 11/07/2022
  • نوع العمل : -
  • مستوى الخبرة : -
  • المستوى التعليمي : -
  • مكان العمل : دبي
  • الراتب : -
  • الهاتف : -

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