Virtual Relationship Manager
upGrad RekrutDindigul, Republic Of India, IN6 days ago
Job descriptionGraduate in any discipline (Postgraduate preferred). 2–5 years of experience in banking, wealth management, or financial services. Excellent communication, client engagement, and interpersonal skills. Strong ability to cross-sell and retain clients through digital and virtual platforms. Good understanding of banking, NR services, and wealth management products. Customer-centric with a focus on financial advisory and service excellence. High level of integrity and adherence to compliance standards.
Key Responsibilities :
- Strengthen and grow relationships with existing First Wealth customers.
- Acquire new Non-Resident (NR) accounts and generate qualified referrals.
- Drive remittance business across managed and sourced portfolios.
- Conduct virtual client meetings and deliver superior customer service.
- Promote usage of mobile banking, Optimus App, and digital banking platforms.
- Cross-sell pre-approved banking products such as credit cards, loans, insurance, and investments.
- Profile customers and recommend suitable financial solutions based on their goals.
- Ensure smooth onboarding for digital platforms, bill payments, SIPs, insurance, and investment products.
- Achieve monthly sales targets and performance benchmarks.
- Coordinate with internal stakeholders for closures of retail asset and trade transactions.
- Resolve customer queries efficiently to maintain high satisfaction (NPS).
- Adhere strictly to bank policies and compliance guidelines.
Desired Candidate Profile :
Create a job alert for this search
Relationship Manager • Dindigul, Republic Of India, IN
Related jobs
We assist admins of Telegram channels, Discord servers, and other platforms in generating revenue through intelligent link.
We're growing our early growth team — and we're seeking.Telegram, Discord,...Show moreLast updated: 30+ days ago
- Promoted
Senior Virtual Relationship Manager.Business Banking-Vrm Sme (Mashreq Global Network India)
MashreqMadurai, Republic Of India, IN Manage a set of existing Platform / Neobiz relationships through outbound calling channels.To achieve assigned financial and non-financial target by calling the customers.
Manage all customers focusin...Show moreLast updated: 7 days ago
- Promoted
Sales Associate
Clerk-TechDindigul, IN Conduct outbound cold calls to potential clients to introduce our services and qualify leads.Develop and execute Email / marketing campaigns to generate interest and drive engagement.Research and bu...Show moreLast updated: 30+ days ago
- Promoted
Affiliate Manager
BidshadeMadurai, IN Bidshade is a leading mobile advertising agency specializing in performance marketing and data optimization.Founded in 2019 by digital marketing professionals, Bidshade has quickly become a trusted...Show moreLast updated: 30+ days ago
- Promoted
Senior Virtual Relationship Manager.Business Banking-VRM SME (Mashreq Global Network India)
Mashreqmadurai, tamil nadu, in Manage a set of existing Platform / Neobiz relationships through outbound calling channels.To achieve assigned financial and non-financial target by calling the customers.
Manage all customers focusin...Show moreLast updated: 7 days ago
- Promoted
Community Growth Partner (Telegram / Discord etc, Remote)
EarnpasteDindigul, INRemote
- Promoted
Email Marketing Manager
Pixisdindigul, tamil nadu, in Pixis is a global AI technology company transforming how brands plan, create, and optimize marketing.Our flagship marketing operating system, Prism, sits at the core of the Pixis platform, using AI...Show moreLast updated: 7 days ago
- Promoted
Customer Relations Executive
SWITRUS HOLIDAYSmadurai, tamil nadu, in Job Title : Customer Relations Executive (Tele-Sales).We are looking to hire an experienced, customer-oriented Customer Relation.
Executive to utilize inbound and outbound telephone calls to achieve...Show moreLast updated: 17 days ago
- Promoted
Virtual Relationship Manager-Elite
upGrad Rekrutdindigul, tamil nadu, in Deepen customer relationships to increase overall relationship value.Acquire new Non-Resident (NR) accounts and generate referrals from existing customers.
Drive remittances across all managed and s...Show moreLast updated: 7 days ago
- Promoted
Employee Relations (ER) Shift Lead
Tata ElectronicsDindigul, IN Tata Electronics is a prominent global player in the electronics manufacturing industry, with fast-emerging capabilities in Electronics Manufacturing Services, Semiconductor Assembly and Test, Semi...Show moreLast updated: 6 days ago
- Promoted
Customer Relationship Executive
SWITRUS HOLIDAYSdindigul, tamil nadu, in Job Title : Customer Relations Executive (Tele-Sales).We are looking to hire an experienced, customer-oriented Customer Relation.
Executive to utilize inbound and outbound telephone calls to achieve...Show moreLast updated: 17 days ago
- Promoted
Portfolio Manager
Fionicsmadurai, tamil nadu, in Systematic Portfolio Manager - India / Remote.Manage systematic portfolios across asset classes.Own P&L responsibility and risk management.
Develop and implement quantitative strategies.Proven alpha g...Show moreLast updated: 30+ days ago
- Promoted
Equity Dealer
HDFC securitiesMadurai, Tamil Nadu, India Conduct client visits and HDFC Bank branch visits for maintaining and building the relationships.Advising and updating customers with daily movements in the stocks, with the help of research.Managi...Show moreLast updated: 7 days ago
- Promoted
Virtual Relationship Manager
upGrad Rekrutdindigul, tamil nadu, in Strengthen and grow relationships with existing First Wealth customers.Acquire new Non-Resident (NR) accounts and generate qualified referrals.
Drive remittance business across managed and sourced p...Show moreLast updated: 7 days ago
- Promoted
Customer Relationship Management Developer
Tata Consultancy Servicesdindigul, tamil nadu, in Design, develop, and implement solutions in Dynamics 365.Develop and maintain custom plugins, workflows, and integrations using C#, JavaScript, and HTML.
Work on Power Platform components such as Po...Show moreLast updated: 7 days ago
- Promoted
Investor Relation Executive
TalentojDindigul, IN Your job is to make our investors feel comfortable.You are responsible for giving them clarity.The desire to help customers with their problems.
You have basic financial knowledge.Show moreLast updated: 4 days ago
- Promoted
Virtual Relationship Manager Lead
Anand Rathi Share and Stock Brokers Ltddindigul, tamil nadu, in You will be responsible to manage a team of Virtual Relationship Managers (VRMs).You will play a key role in scaling digital.
Lead, manage, and motivate a team of Virtual Relationship Managers to ac...Show moreLast updated: 7 days ago
- Promoted
IT Recruitment Sales / Business Development
Rapinno Tech Solutions GmbHDindigul, IN Recruitment IT Sales Executive / Manager.We are looking for a dynamic and results-driven in Germany and.Recruitment IT Sales professional.
The ideal candidate will be responsible for acquiring new c...Show moreLast updated: 7 days ago
- Promoted
Relationship Manager
AAA Globaldindigul, tamil nadu, in Relationship Manager – Wealth Management.The ideal candidate will have an existing client base of.You will be responsible for managing and growing client portfolios, identifying investment opportun...Show moreLast updated: 2 days ago