[Hiring] Virtual Relationship Manager @Financial Services

Role Description

• Tracks market share and gross sales to ensure that the Zone delivers the targets.
• Drives activation of MFDs to achieve higher sales volumes.
• Drives ongoing sales from the defined relationships and contributes towards sales achievements.
• Obtains and analyzes information from the market to increase activation and liaises to increase sales.
• Profiles distributors and caters to their requirements to ensure ongoing business from them.
• Daily tracks the VRM productivity and business converted.
• Conducts joint meetings and contact with the distributors along with the VRMs.
• Disseminates updates and other product-related information in a timely manner to the VRMs (via email & connect with distributor).
• Organizes and executes trainings for the VRMs and engagements for partners in collaboration with Investor Education.
• Updates VYMO with requisite information to facilitate information collation and analysis.
• Ensures 100% compliance with internal reporting & audit systems.
• Provides weekly reports to the VRM Head.
• Manages the distributor servicing process.
• Ensures all distributor queries are handled and reverted on time.
• Identifies gap areas and prioritizes them based on distributor expectations.
• Helps develop systems to monitor adherence along with Manager.
• Identifies & implements existing processes to improve the level of service.
• Shares/adopts best practices across channels and shares new ideas to enhance service offerings.
• Promotes cross-selling and upselling of the products.
• Passes on the leads to the Sales RM.
• Defines action plans for implementing proposed changes.
• Improves performance metrics like process efficiency (e.g., TAT), productivity, cost saving, customer satisfaction, etc.
• Uses technology (CRM, Right fax, IT infrastructure) to move manual interactions into automated channels.
• Enhances distributor experience, increasing efficiency and productivity and overall cost reduction.
• Implements digital adoptions.
• Continuously reviews VRM distributor servicing processes.
• Liaises with CRM team for development.
• Liaises with contact center operations team for implementation.
• Checks with the training and quality team for standardization and quality of delivery.
• Conducts detailed RCA of distributor complaints for resolution.
• Follows up with CAMS/customer service team for resolution to resolve escalations.
• Makes final resolution calls to customers for closing escalations.

Qualifications

Requirements

Benefits

Company Description