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▷ [Only 24h Left] Virtual Relationship Manager

▷ [Only 24h Left] Virtual Relationship Manager

upGrad RekrutMumbai, Maharashtra, India
3 hours ago
Job description

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 :

  • Graduate 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.
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    Relationship Manager • Mumbai, Maharashtra, India

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