Job Description

Virtual relationship manager

A Virtual Relationship Manager (VRM) manages client relationships remotely through digital channels, providing support, advice, and service to clients. They focus on maintaining customer satisfaction, offering financial solutions, and deepening relationships with existing clients via online platforms. VRMs also handle client inquiries, resolve issues, and promote digital banking services. Key Responsibilities:

Customer Engagement:Building and maintaining strong relationships with clients through regular virtual interactions, understanding their needs, and providing tailored financial advice.
Sales & Cross-selling:Identifying opportunities to cross-sell bank products and services, such as mutual funds, insurance, or investment products, based on customer profiling and needs.
Customer Service:Addressing client queries, resolving issues, and ensuring a positive customer experience through digital channels.
Digital Banking Promotion:Encouraging clients to utilize online banking services and platforms for convenience and efficiency.
Portfolio Management:Monitoring client accounts, tracking transactions, and managing customer portfolios to ensure they align with their financial goals.
Compliance:Adhering to banking regulations and guidelines while providing services to clients.
Retention:Working to retain existing clients by providing excellent service and addressing their needs effectively.
Performance Management:Meeting or exceeding defined portfolio benchmarks and sales targets.
Reporting and Analysis:Accurately logging client interactions, resolving complaints, and analyzing data to improve service delivery and identify trends.
Collaboration:Working with other teams, such as product development, marketing, and customer service, to ensure a seamless customer experience.
Skills and Qualifications:

Communication Skills:Excellent verbal and written communication skills are essential for interacting with clients and building rapport.
Banking Knowledge:A strong understanding of banking products, services, and financial concepts is crucial.
Sales Skills:The ability to identify sales opportunities, cross-sell products, and meet sales targets is often required.
Customer Service Skills:The ability to provide excellent customer service, resolve issues, and build strong relationships.
Digital Proficiency:Familiarity with online banking platforms, CRM systems, and other digital tools.
Analytical Skills:The ability to analyze data, identify trends, and make informed decisions.
Problem-Solving Skills:The ability to resolve customer issues and address concerns effectively.
Teamwork:The ability to collaborate with other teams and contribute to a positive work environment.
Job Type: Full-time

Pay: ₹563,933.90 – ₹960,615.62 per year

Experience:

three: 3 years (Preferred)
Language:

English (Preferred)
Work Location: In person