Virtual Relationship Manager

Responsibilities :

• To acquire new clients through leads and family accounts grouping
• To grow the liability base (CASAFD) of the bank by deepening relationships of premium mapped customer base
• To sell asset, wealth & other products (bank and third party) with a view to enhance revenue per client
• To service clients covering all their banking needs including bank / 3rd party products
• To increase the bank and third party product holding of the mapped client
• To meet / call mapped clients for client servicing needs and new products cross sell
• To actively participate in driving campaigns conducted across liability and other products
• To conform to processes of the bank and have a high focus on compliance

Essential requirement :

• Graduate / Post Graduate, preferred exposure to financial subjects (Preferred : Post Graduate in Finance / Commerce)

Qualifications :

• 1-3 years of work experience in the banking industry
• 1 year of relevant experience as Relationship Manager

Skills Required

Client Acquisition, Relationship Management, Product Selling, Customer Service, Cross Selling, Lead Generation Sales