Talent.com
Virtual Relationship Manager
Virtual Relationship ManagerupGrad Rekrut • mumbai, India
No longer accepting applications
Virtual Relationship Manager

Virtual Relationship Manager

upGrad Rekrut • mumbai, India
20 days 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.
  • Create a job alert for this search

    Relationship Manager • mumbai, India

    Related jobs
    Senior Virtual Relationship Manager.Business Banking-VRM SME (Mashreq Global Network India)

    Senior Virtual Relationship Manager.Business Banking-VRM SME (Mashreq Global Network India)

    Mashreq • navi mumbai, maharashtra, 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 more
    Last updated: 21 days ago • Promoted
    Relationship Manager

    Relationship Manager

    Anand Rathi Share and Stock Brokers Ltd • Goregaon, Maharashtra, India
    It is direct sales profile so candidate should be able to acquire quality base clients through networking, data base and market intelligence. He / she should have maximum number of own clients relatio...Show more
    Last updated: 13 days ago • Promoted
    Relationship Manager

    Relationship Manager

    Mirae Asset Mutual Fund (India) • Mumbai, Maharashtra, India
    The primary responsibility is to manage institutional sales for Mirae Asset in the.To service the existing Clients & acquire and handle new corporates / institutions. Develop and maintain relationsh...Show more
    Last updated: 11 days ago • Promoted
    Relationship Manager

    Relationship Manager

    Alpha Orion • Mumbai, India
    About : - Develop MNC business by onboarding new clients and managing existing clients.Revenue maximization - Diversify product p...Show more
    Last updated: 30+ days ago • Promoted
    Relationship Manager

    Relationship Manager

    TP • Mumbai, Maharashtra, India
    This is regarding an upcoming launch of our dedicated HNI(high net worth individual) desk, designed to cater to our new base of affluent cardholders. In line with this initiative, we are looking to ...Show more
    Last updated: 30+ days ago • Promoted
    Relationship Manager

    Relationship Manager

    Anand Rathi Global Finance Limited • Mumbai, Maharashtra, India
    Primary Job Responsibilities : .Sourcing to loan disbursement of LAP Files.Should have market connect of 25+ DSA channels. Good understanding of various programs like Vanilla income, Low LTV, Banking...Show more
    Last updated: 5 days ago • Promoted
    Alpha Alternatives - Relationship Manager - Wealth

    Alpha Alternatives - Relationship Manager - Wealth

    Alpha Alternatives • Mumbai, India
    Company : Alpha Alternatives is a multi-asset class alternatives asset management platform based out of India Singapore & Dubai, with over 20,000 crores of assets ...Show more
    Last updated: 23 days ago • Promoted
    Virtual Relationship Manager

    Virtual Relationship Manager

    Confidential • Mumbai, 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 more
    Last updated: 30+ days ago • Promoted
    Virtual Relationship Manager-Elite

    Virtual Relationship Manager-Elite

    Confidential • Mumbai, 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 more
    Last updated: 19 days ago • Promoted
    Relationship Manager

    Relationship Manager

    Talent Corner HR Services Pvt Ltd • Mumbai, Maharashtra, India
    We at Talent Corner HR Services are having an exciting opportunity for one of our clients in Mumbai : Job Responsibilities : Lead Conversion : Manage leads from multiple sources, aiming to improve ...Show more
    Last updated: 30+ days ago • Promoted
    Virtual Relationship Manager Lead

    Virtual Relationship Manager Lead

    Anand Rathi Share and Stock Brokers Ltd • Mumbai, 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 more
    Last updated: 20 days ago • Promoted
    Systematix Group - Relationship Manager

    Systematix Group - Relationship Manager

    Systematix Group • Mumbai, India
    About the Company : - Systematix Group is a leading diversified financial services firm offering a wide range of solutions, including Investment Banking, Institutional Equities,...Show more
    Last updated: 30+ days ago • Promoted
    Digital Relationship Manager

    Digital Relationship Manager

    Anand Rathi Share and Stock Brokers Ltd • Mumbai, Maharashtra, India
    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 more
    Last updated: 30+ days ago • Promoted
    Relationship Manager

    Relationship Manager

    Petpooja • Mumbai, Maharashtra, India
    Job Summary : We are looking for a Field Sales Executive to promote and sell the Petpooja Restaurant Billing Platform and Value-Added Services (VAS). The role involves lead generation, client d...Show more
    Last updated: 30+ days ago • Promoted
    Virtual Relationship Manager Lead

    Virtual Relationship Manager Lead

    Confidential • Mumbai, 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 more
    Last updated: 23 days ago • Promoted
    Preferred Relationship Manager

    Preferred Relationship Manager

    Anand Rathi Share and Stock Brokers Ltd • mumbai, maharashtra, 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 more
    Last updated: 30+ days ago • Promoted
    360 ONE - Relationship Manager - HNI

    360 ONE - Relationship Manager - HNI

    360 ONE Asset • Mumbai, India
    Job Description : Relationship Manager - HNI Position : Relationship Manager - HNI Experience : 5-7 Years About the Company : ...Show more
    Last updated: 30+ days ago • Promoted
    Relationship Manager

    Relationship Manager

    AAA Global • Mumbai, 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 more
    Last updated: 15 days ago • Promoted