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Phone Banking Officer Profile Fresher & Exprience (outbound) - with Leading Bank

Mumbai, Maharashtra

Hy Fly Consultancy

Job Description

Phone Banking Officer Profile Fresher & Exprience Phone Banking Officer (outbound) - with Leading Private bank -location



Job Description


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Department: PhoneBanking


Job Title/Position: Virtual RM- Outbound

Reporting Position: Virtual RM Supervisor


Summarise briefly, why your job exists;

Responsible for managing portfolios of identified eligible Preferred & Imperia customers, responsibilities detailed below,

1. To provide Consistent & Superior Digital Experience to our customers through Virtual Relationship Manager (VRM).

2. Objective is to enhance their Relationship & while doing so, Educate, Encourage & Induce the customers to use the Digital mediums for their banking transactions/ needs and at the same time keep a "window' to talk to the bank whenever customer needs.

3. Improve profitability by right product placement, leveraging technology to deploy a low cost digital mediums & scalable self-service model of affluent banking which is also in line with changing customer preferences in banking.



S no Key Accountabilities


. Customer Interactions :

Achievement of Contact policy defined

Call handling as per defined standards.

100% accurate resolution on Calls received at the VRM desk.

Promoting Digital Banking services for better customer service experience.

Capturing of customer interaction. .

Accurate logging and resolution of complaints


2 Achievement of portfolio parameters :

Ensure that the VRM meets the defined objectives of the Portfolios raced under VRM program.

2 Sales :

Increase liabilities size of relationship

Penetration of products across family groups.

Sales across all product segments-TPP, Assets, Cards etc

Increase portfolio size through grouping options

Enhancing customer wallet size

3 Customer Engagement:

Carry out out-calling to the portfolio customers as per defined process.

Carry out continuous customer engagement to the assigned portfolio.

Carry out profiling of customers and carry out cross-servicing of the identified service products.

Attrition control of customers



Call Quality :

To achieve Quality benchmarks defined from time to time.

Exceptional / Very Good rating in Service Quality audit/checks.

First Call Resolution 90%( for non-complaint calls)


5 Process Compliance :

Ensure adherence to process and audit requirements.

Ensure accurate and timely submission of financial transactions.& requests

Adherence to set processes of updating customer interactions in CRM next.

6 MIS Reporting:

To ensure accurate and timely reporting of MIS as circulated.


Interested candidates can Call on Below Given Details Or Mail Us


Salary: INR 1,00,000 - 3,50,000 P.A.


Industry: Banking / Financial Services / Broking


Functional Area: Sales , Retail , Business Development


Role Category:Retail Sales


Role:Sales/Business Development Manager


Employment Type: Permanent Job, Full Time


Customer Service

Phone Banking


Call Quality

Service Quality




Relationship Management

Customer Engagement

cross sell

up sell

Desired Candidate Profile


Please refer to the Job description above




UG: Any Graduate - Any Specialization


Company Description

Hy Fly Consultancy is based at Mumbai & Navi Mumbai.

It is a recruitment... consultancy which provides free placements to candidates.

We are specialized in recruitment for BFSI, E-Commerce, BPO & Healthcare Industry.

We recruit only for companies based all over Mumbai, Navi Mumbai & Thane.

For further queries, please mark an email to us or call us.
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Additional Information

Last updated:
Job type:
Full time
Position type:
Minimum experience:
Two years
Salary range:
₹ 1,20,000 - ₹ 3,50,000 / Yearly (Gross Pay)
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