Virtual Relationship Manager

Department Icon Stock Market Trading Asset & Wealth Management
Posted: 3 days ago
4-8 years
Mumbai City, Navi Mumbai, Thane
Stock Market Trading Asset & Wealth Management
work from office
Full Time
Closes 9 Jan 2027

Posted: 3 days ago
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Job Description

We are seeking a dedicated and dynamic Virtual Relationship Manager to join our team in the Mumbai Region, Maharashtra. The ideal candidate will have a strong background in banking and tele sales, with a focus on providing exceptional customer service and support. As a Virtual Relationship Manager, you will be responsible for managing client relationships through various communication channels, including phone and online platforms. Your primary goal will be to enhance customer satisfaction and drive sales of banking products through effective cross-selling strategies.

Key Responsibilities:

  • Engage with clients via phone and virtual platforms to understand their banking needs and provide tailored solutions.
  • Promote and sell banking products and services to existing and potential customers.
  • Maintain and nurture long-term relationships with clients to ensure customer loyalty and retention.
  • Collaborate with internal teams to ensure seamless service delivery and address client inquiries promptly.
  • Analyze customer feedback and market trends to identify opportunities for improvement and growth.
  • Meet and exceed sales targets while adhering to compliance and regulatory standards.

Required Skills:

  • Proven experience in virtual relationship management or similar roles within the banking sector.
  • Strong communication and interpersonal skills, with the ability to build rapport with clients.
  • Knowledge of banking products and services, along with effective cross-selling techniques.
  • Proficiency in using digital communication tools and platforms.
  • Ability to work independently and as part of a team in a fast-paced environment.

If you are passionate about customer service and have a knack for sales, we encourage you to apply for this exciting opportunity to make a significant impact in the banking industry.

Skills

Banking Tele SalesPhone BankingVirtual Relationship ManagementBanking ProductsVirtual BankingCross SellingBanking Voice

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