Elite Virtual Relationship Manager

Key responsibilities :

• Customer engagement :  Proactively engage with high-net-worth clients virtually to enhance relationships and increase customer loyalty.
• Sales and growth :  Drive the adoption and usage of mobile banking, cross-sell various products, and on-board clients into the relationship banking program.
• Service and support :  Act as the primary point of contact, addressing all banking needs, product inquiries, and service requirements for the assigned portfolio.
• Performance management :  Take ownership of the mapped portfolio, focusing on customer service and key performance indicators (KPIs).

Qualifications and requirements :

Experience :  A minimum of 7-12 years of experience in banking products, with a focus on high-net-worth clients, retail liability products, and virtual channels.

Education :  Graduate or postgraduate degree, with a preference for a background in finance or commerce.

Skills :

• Strong relationship management, communication, and sales skills are essential.
• Candidates should be self-motivated and proficient in handling sales-based incentive roles.

Certifications :  Valid AMFI or IRDA certifications may be preferred.

Skills Required

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