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
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Job Description

We are seeking a dedicated and experienced Virtual Relationship Manager to join our team in the Mumbai Region, Maharashtra. The ideal candidate will have a strong background in banking tele sales and phone banking, with a focus on building and maintaining customer relationships in a virtual environment. As a Virtual Relationship Manager, you will play a crucial role in enhancing customer satisfaction and driving sales through effective communication and relationship management.

Key Responsibilities:

  • Engage with customers through various virtual channels to understand their banking needs and provide tailored solutions.
  • Promote banking products and services to existing and potential customers, ensuring a high level of customer service.
  • Maintain accurate records of customer interactions and transactions, ensuring compliance with banking regulations.
  • Collaborate with other departments to resolve customer issues and enhance service delivery.
  • Continuously seek opportunities to improve customer experience and increase sales performance.

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 customers.
  • Knowledge of banking products and services, along with a customer-centric approach.
  • Ability to work independently and manage time effectively in a virtual setting.
  • Proficiency in using digital communication tools and CRM software.

If you are passionate about customer service and have the skills to thrive in a virtual banking environment, we encourage you to apply for this exciting opportunity.

Skills

Banking Tele SalesVirtual Relationship ManagementPhone BankingBanking Voice

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