No longer accepting applications
![[3 Days Left] Virtual Relationship Manager](https://cdn-logos.talent.com/v1/logo/image?feedcode=attb-in&company_name=upGrad%20Rekrut){kind=logo}
[3 Days Left] Virtual Relationship Manager
upGrad RekrutMumbai, Maharashtra, India5 hours 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 • Mumbai, Maharashtra, India
Related jobs
![Relationship Manager [3 Days Left]](https://cdn-logos.talent.com/v1/logo/image?feedcode=attb-in&company_name=TIE-UPS%20Manpower%20Consultants)
- Promoted
- New!
Customer Relationship Management Manager (3 Days Left)
Limelight Lab Grown DiamondsMumbai, Maharashtra, India Position : Customer Relationship Manager Experience : - Minimum 3-4 plus years of experience in CRM, ORM, or customer lifecycle roles preferably in luxury, fashion, jewelry, or high-end retail.Stro...Show moreLast updated: 1 hour ago
- Promoted
Virtual Relationship Manager Lead
Anand Rathi Share and Stock Brokers LtdMumbai, Maharashtra, 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: 4 days ago
- Promoted
Relationship Manager
Talent Corner HR Services Pvt LtdMumbai, Maharashtra, India We at Talent Corner HR Services are having an exciting opportunity for one of our clients in Mumbai : .Manage leads from multiple sources, aiming to improve conversion rates and contribute to the bus...Show moreLast updated: 30+ days ago
- Promoted
- New!
Relationship Manager [3 Days Left]
TIE-UPS Manpower ConsultantsMumbai, Maharashtra, India TIE-UPS is hiring for a Leading Equity Firm in India.Diversifying into NBFC Domain JOB TITLE Relationship Manager - Investment Banking & Wealth Domain Job description- Maximize profit & achieve...Show moreLast updated: 1 hour ago
- Promoted
Fintoo - Relationship Manager
FINTOOMumbai, India Relationship Manager Your Responsibilities - Create regional sales plans and quotas in alignment with business objectiv...Show moreLast updated: 30+ days ago
- Promoted
Relationship Manager
PetpoojaMumbai, Maharashtra, India Petpooja Restaurant Billing Platform.You will represent Petpooja in the market, drive sales targets, and ensure customer satisfaction.
Two-wheeler with a valid driving license.Generate leads through...Show moreLast updated: 4 days ago
- Promoted
Relationship Manager
Drip CapitalMumbai, Maharashtra, India We are a US-based fintech company revolutionizing global trade for SMEs.At Drip Capital, we’re redefining the future of trade finance and facilitation, empowering small and medium-sized enterprises...Show moreLast updated: 26 days ago
- Promoted
Digital Relationship Manager
Anand Rathi Share and Stock Brokers Ltdmumbai, maharashtra, in We are looking for Digital Relationship Assistant Managers / Managers to call and nurture leads from digital channels such as the website, social media, and paid campaigns.
The primary focus is on lea...Show moreLast updated: 30+ days ago
- Promoted
Virtual Relationship Manager
ConfidentialMumbai, India 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: 30+ days ago
- Promoted
Virtual Relationship Manager-Elite
upGrad RekrutMumbai, Maharashtra, India 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: 3 days ago
- Promoted
- New!
Relationship Manager
AAA GlobalKalyan-Dombivli, 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: 1 hour ago
- Promoted
Relationship Manager
upGrad Rekrutmumbai, maharashtra, in Relationship manager builds and maintains strong, positive connections with clients, acting as a crucial link between the company and its customers.
They focus on understanding client needs, providi...Show moreLast updated: 30+ days ago
- Promoted
- New!
Virtual Relationship Manager
Standard Chartered BankMumbai, Maharashtra, India This job is with Standard Chartered Bank, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community.
Please do not contact the recruiter directly....Show moreLast updated: 13 hours ago
- Promoted
Virtual Relationship Manager
upGrad RekrutMumbai, Maharashtra, India 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: 3 days ago
- Promoted
Virtual Relationship Manager Lead
ConfidentialMumbai, 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: 7 days ago
- Promoted
- New!
[Immediate Start] Virtual Relationship Manager-Elite
upGrad RekrutMumbai, Maharashtra, India Primary Responsibilities • Deepen customer relationships to increase overall relationship value.Acquire new Non-Resident (NR) accounts and generate referrals from existing customers.Drive remittan...Show moreLast updated: 1 hour ago
- Promoted
Relationship Manager
TIE-UPS Manpower Consultantsmumbai, maharashtra, in TIE-UPS is hiring for a Leading Equity Firm in India.JOB TITLE Relationship Manager - Investment Banking & Wealth Domain.
Maximize profit & achievement of growth of client’s portfolio & meet financ...Show moreLast updated: 17 days ago
- Promoted
Corporate Relationship Manager
Disha CapitalBandra, Maharashtra, India Corporate Relationship Manager.We are seeking a tech-savvy, results- Techo Marking – Insurance Broking to drive corporate insurance sales and business growth.
The role combines strategic sales, digi...Show moreLast updated: 4 days ago