Virtual Relationship Manager
upGrad Rekruttirupati, India2 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 • tirupati, India
Related jobs
- Promoted
- New!
Preferred Relationship Manager
Anand Rathi Share and Stock Brokers LtdTirupati, Republic Of India, IN The Relationship Manager is the ultimate face of the business as (s) he is going to be the final point of contact with the client.
S) He would be responsible for acquiring High Net Worth relationshi...Show moreLast updated: 11 hours ago
- Promoted
Relationship Manager - Banks and NDs
ConfidentialTirupati To execute marketing and business development strategies within the assigned region, with a strong focus on increasing Assets Under Management (AUM), driving investor engagement, and managing distr...Show moreLast updated: 30+ days ago
- Promoted
Email Marketing Manager
Silvermine Grouptirupati, andhra pradesh, in The Email Marketing Manager will be responsible for planning, developing, implementing, and managing our overall email marketing strategy to drive engagement, retention, and conversions.This role r...Show moreLast updated: 24 days ago
- Promoted
- New!
Relationship Manager
Discoveries QuintessentialTirupati, Republic Of India, IN We’re Hiring : Relationship Manager / Sales Specialist.We’re reshaping education with engaging.Since our inception, we’ve been on a mission to make learning fun, practical, and impactful.Represent a...Show moreLast updated: 11 hours ago
- Promoted
Senior Affiliate Manager
MedialiftTirupati, IN Fully-remote (from anywhere in the world).Medialift is a dynamic digital marketing agency specializing in a range of services, including in-app advertising, OEM advertising, media buying, retargeti...Show moreLast updated: 23 hours ago
- Promoted
Virtual Relationship Manager-Elite
upGrad RekrutTirupati, Republic Of India, 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: 2 days ago
- Promoted
Relationship Manager- (Institutional Sales) PMS & AIF
Nippon India Mutual FundTirupati, IN The position is responsible for prospecting and selling AIF products to High-Net-worth Individuals through direct sales efforts and third-party distributors, focusing more upon Institutional sales....Show moreLast updated: 3 days ago
- Promoted
Customer Relationship Executive
SWITRUS HOLIDAYStirupati, andhra pradesh, 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: 12 days ago
- Promoted
- New!
Relationship Manager
Rx100 VenturesTirupati, Andhra Pradesh, India Bangalore, India [Onsite] Experience : .Minimum 4 years Notice Period : .Immediate joiners preferred Role Overview : We are seeking an experienced professional to join us as a Relationship Manager , res...Show moreLast updated: 13 hours ago
- Promoted
Partner Relationship Manager
Parrot CTFsTirupati, IN Parrot CTFs offers modern cybersecurity training and enterprise-grade consulting through a robust Capture the Flag (CTF) platform.
With over 150 real-world challenges and specialized tracks in areas...Show moreLast updated: 3 days ago
- Promoted
- New!
Virtual Relationship Manager Lead
Anand Rathi Share and Stock Brokers Ltdtirupati, India 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: 17 hours ago
- Promoted
Senior Virtual Relationship Manager.Business Banking-Vrm Sme (Mashreq Global Network India)
MashreqTirupati, 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: 2 days ago
- Promoted
Relationship Manager
ConfidentialTirupati We are looking for a dynamic and customer-focused Relationship Manager to join our team.The ideal candidate will be responsible for generating new business, building strong customer relationships, ...Show moreLast updated: 30+ days ago
- Promoted
- New!
Relationship Manager
Anand Rathi Share and Stock Brokers LtdTirupati, Andhra Pradesh, India The Privilege Relationship Manager is a financial professional who serves as a dedicated point of contact for high-net-worth individuals / clients.
Their primary role is to provide personalized financ...Show moreLast updated: 13 hours ago
- Promoted
Project Manager Civil
STAT ConsultancyChittoor, Andhra Pradesh, India This is a full-time on-site (30 kms from CMC Vellore,TN) job role for Project Manager- Civil, who will be responsible for overseeing & forecasting all construction related activities on-site and en...Show moreLast updated: 3 days ago
- Promoted
Customer Relations Executive
SWITRUS HOLIDAYStirupati, andhra pradesh, 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: 12 days ago
- Promoted
Execution Team Manager - Vanan Online Services
Vanan Services Inc.tirupati, andhra pradesh, in Optimized Job Post – Project Delivery & Vendor .Relations Manager (Remote – India) .Job Title : Project Delivery & Vendor Relations Manager (Remote – India) .
Location : Remote – Anywhere in India .Ex...Show moreLast updated: 20 days ago
- Promoted
- New!
Senior Relationship Manager
HDFC securitiesTirupati, Andhra Pradesh, India Immediate joiners preferred Location : Ahmedabad.Relationship Manager / Senior Relationship Manager - Ahmedabad Experience required : 5 Years+ Job Description : Execution of trade orders on behalf of ...Show moreLast updated: 13 hours ago