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Virtual Relationship Manager-Elite

Virtual Relationship Manager-Elite

upGrad Rekrutbelgaum, karnataka, in
22 hours ago
Job description

Primary Responsibilities

  • 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 sourced accounts.
  • Conduct high-quality customer engagements over calls, following industry best practices.
  • Promote adoption and usage of digital platforms such as mobile banking and the Optimus app.
  • Increase product holdings per customer by cross-selling pre-approved products like credit cards and other banking solutions.
  • Profile customers and recommend suitable banking products based on their needs and preferences.
  • Ensure effective onboarding for Mobile / Net Banking, Bill Pay, SIPs, Insurance, Investment solutions, Retail and SME Loans, and other banking programs.
  • Meet monthly operating plans to improve scorecard performance and decile rankings.
  • Coordinate with internal teams to close retail asset and trade transactions generated through client engagement.
  • Resolve customer queries and complaints promptly to meet Net Promoter Score (NPS) benchmarks.
  • Ensure strict adherence to bank policies and compliance standards.
  • Pitch Relationship Banking program benefits and onboard eligible customers / groups.

Secondary Responsibilities

  • Assist with audits and ensure compliance with internal and external regulations.
  • Deliver best-in-class customer service to become the primary banker for clients.

    • What We Are Looking For

    Education

  • Graduate in any discipline.
  • Postgraduate qualification in any discipline is preferred.

    • Experience

  • 2 to 5 years of relevant experience in banking or allied financial services.

    • Skills and Attributes

  • Strong communication and interpersonal skills.
  • Proven ability to engage and retain customers through virtual channels.
  • Knowledge of banking products, digital platforms, and NR account services.
  • Customer-centric mindset with a focus on service excellence.
  • Ability to cross-sell and promote banking solutions effectively.
  • High level of integrity and commitment to compliance.
  • Proficiency in using banking systems and digital tools.
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    Virtual Relationship • belgaum, karnataka, in