Virtual Relationship Manager

ROLE PURPOSE & OBJECTIVE

• The Virtual Relationship managements engages with the Bank customers and prospects, virtually, to provide a seamless experience to customers.
• Developing and Expanding existing HNI customer relationships by ensuring quality portfolio.
• Continuous engagement with the portfolio customers mapped as per the contact policy with accurate and complete capture of interaction details.
• Call Handling as per desired standards.
• Fulfilling customer service requirements and deepening relationships.
• Creating the opportunity to provide financial solutions to customers via cross-sell and upsell.
• Aids in developing and maintaining strong customer relationships, both within a company as well as with new clients.
• Seek out new business opportunities for the clients while advising them on products or services that best fit their needs.

KEY DUTIES & RESPONSIBILITIES OF THE ROLE

Business / Financials

Customer (Both Internal & External)

Internal Process

Innovation & Learning

Skills Required

Digital Communication, Active Listening, Problem-solving, Product Knowledge