• Privy Relationship Manager-No 1 Pvt Bank Payroll-Voice-Sal 30K Jobs in Mumbai,India - 25079809

  • Hy Fly Consultancy

Job Description:




Hiring for Phone banking officer profile!

Purpose of the Job The position will be directly responsible for interfacing and engaging with Clients on a day to day basis This position requires effective and efficient sourcing and processing of Investment products requirements of Clients such as Mutual Funds, Life Insurance, PMS, etc basis of their Risk profile Similarly sourcing and servicing of Asset products such as Mortgage, Auto loans, Loans against Shares, Credit Cards, etc The position will be responsible for ensuring all Banking and Financial requirements of the Client are serviced on time and result in growth in Client portfolio and relationship with the Bank

Key deliverables

Monitor and address HNI clients banking and Investment requirements

Use financial acumen and investment expertise to review a clients personal data, align clients need through superior service, seamlessly align service delivery for enhanced experience; thereby helping the client reach short term and long term investment goals

Focus on business development across liabilities, assets & fee to sustain and achieve growth in relationship value, revenues & improved client stickiness

Achievement of product-wise targets and cross selling products as per the demographic, lifestyle and risk profiling

Formulate outbound and inbound sales plan to acquire new HNI Clients for increasing customer base of the portfolio

Conduct risk profiling of all mapped clients and showcase investment products as per the Client risk profile

Ensuring client contactability at all times through updation of latest contact details in all necessary systems Regular contact with all mapped clients through weekly / monthly calls

Resolution of queries for all managed clients within TAT specified

Key skills

Ability to manage relationships to improve relationship value of existing Clients

Experience in building and maintaining long term relationships, deepening relationship and growing revenues for the organization

Aptitude towards delivering high quality customer service with good organizational and interpersonal skills

Decision making skills with strong sense of ownership and ability to work under pressure

Ensure compliance with key regulatory and bank level requirements


Passion (Constantly raises the bar for self & team, has a strong execution bias, takes initiatives even in the face of significant difficulties)

Collaboration (Forges understanding with others and carries others along, considers impact on the organization, not just own targets/metrics, and acts accordingly)

Sensitivity (Stands by in the hour of need, listens sensitively to pick up cues, reassures through self disclosure)


Call/SMS/Whatsapp 8169652883 - Dipti

                                    8080702016 - Kanchan

                                    9029420672 - Sarah


Or email ur resume on

Hy Fly Consultancy

Free Placement / No Registration Fees

Profile Summary:

Employment Type : Full Time
Eligibility : Any Graduate
Industry : Banking, CRM/CallCentres/BPO/ITES/Med.Trans
Functional Area : Operations/Customer Service/Telecalling/Backend, Banks/Insurance/Financial Services
Role : Blended Process - Both BPO Type, Telemarketing, Voice P
Salary : Rs 1.45 - 3.35 Lacs p.a.
Deadline : 11th May 2020

Key Skills:

Why not try out our free online tutorials and gain an edge?

People who search this job also searched for the following Keywords


All rights reserved © 2018 Wisdom IT Services India Pvt. Ltd DMCA.com Protection Status