Virtual Affluent Relationship Manager

JOB PURPOSE / ROLE:

Responsible for meeting the scorecard targets and portfolio benchmarks set and that all guidelines and regulatory requirements are followed. So that the VRM becomes the top-of-the-mind recall amongst the customers in the catchment for all their financial needs and services, thereby ensuring that the VRM also achieves the key performance parameters set.

AREAS OF RESPONSIBILITY:

• Follows all relevant departmental policies, processes, standard operating procedures and instructions so that work is carried out in a controlled and consistent manner.
• Follows the day-to-day operations related to own job to ensure continuity of work.
• to regularly with customers is defined in the communication policy and providing a consistent and superior digital experience. Ensuring that customers receive world-class services and that their needs are understood and met through the financial products offered by the bank.
• To enhance customer relationships & while doing so, educate, encourage and motivate customers to use digital media for their banking transactions/needs while maintaining a “window” to talk to the bank whenever the customer needs.
• Accurate logging and resolution of complaints.
• Attrition control of customers.
• Regular interactions with the customers and proactively assessing customer needs.
• Executes banking campaigns in coordination with concerned business units in order to achieving sales and customer acquisition targets.
• Advisory and Consultation Providing personalized financial advice and recommending suitable banking products that align with customers’ financial goals.
• Follow-Up and Relationship Maintenance Conducting regular follow-ups with customers to ensure positive engagement and loyalty, seeking feedback to enhance service quality.
• Assists in the preparation of timely and accurate reports of Riyad Bank to meet company and department requirements, policies and standards.
• Contributes to the identification of opportunities for continuous improvement of processes and practices taking into account ‘international best practice improvement of business processes, cost reduction and productivity improvement.
• Complies with all relevant safety, quality and environmental management policies, procedures and controls to ensure a healthy and safe work environment.
• Performs other related duties or assignments as directed

Minimum Qualifications:

• Bachelor’s degree in Business or equivalent

Minimum Experience:

• 2-4 years relevant experience in the banking sector

Language:

English: Intermediate