Job Description
Virtual Relationship Managers act as the single point of contact for customer's banking requirements are responsible for the cross selling (assets) business of the bank by exploring business opportunities from existing customers of the Bank. The Virtual RM is situated in the Outbound Contact Centre and is responsible for selling loan products and services to customers based on their needs through remote digital media viz. phone call, email. They are also responsible for ensuring extremely efficient servicing of requests to create a superior customer experience
Key Responsibilities
• Ensure achievement of the set target of revenue (IPG and other cross sell) from the mapped set of customers associated to them
• Provide premium customer service delivery to their mapped NRI portfolio.
• Responsible for CASA deepening, NTB lead generation and for providing assistance in NDIAS services
• Responsible for up selling, cross- selling, providing regular market information and updates to the customers
• Manage the NRI portfolio through client outreach and continuous monitoring of client relationship including product, portfolio and banking needs.
• Achieve the monthly assigned revenue targets through effective cross- sales generating Fee income across Investment, Assets, Cards and Liability products.
• Effectively utilize all applications, tools, and databases used to process transparent end to- end client support.
• Strictly adhere to internal control policies and ensure that the organization's activities are carried out in accordance with all regulatory, legal, and governmental regulations
Qualifications:
Optimal qualification for success on the job is:
• Graduate or Post graduate from a recognized institution.
• 2- 5 years relevant role/ BFSI sector.
Role Proficiencies:
For successful execution of the job, the candidate should possess the following:
• Proficiency in systems related to Banking transactions and services.
• Good communication skills in both English and local language.
• Excellent lead generation and conversion skill.
• Ability to handle pressure and meet deadlines.
• Ability to successfully work as a part of a team.
• High sales orientation to meet the sales targets consistently.
• Strong willingness to work in Relationship Management; Banking operations and products including investment products Prior experience in Sales.
• Knowledge of Mutual Fund, Life insurance, General insurance, PMS and structure products.
• Teamwork, verbal and written excellence, resilience and highly motivated for developing a new department
Key Responsibilities
• Ensure achievement of the set target of revenue (IPG and other cross sell) from the mapped set of customers associated to them
• Provide premium customer service delivery to their mapped NRI portfolio.
• Responsible for CASA deepening, NTB lead generation and for providing assistance in NDIAS services
• Responsible for up selling, cross- selling, providing regular market information and updates to the customers
• Manage the NRI portfolio through client outreach and continuous monitoring of client relationship including product, portfolio and banking needs.
• Achieve the monthly assigned revenue targets through effective cross- sales generating Fee income across Investment, Assets, Cards and Liability products.
• Effectively utilize all applications, tools, and databases used to process transparent end to- end client support.
• Strictly adhere to internal control policies and ensure that the organization's activities are carried out in accordance with all regulatory, legal, and governmental regulations
Qualifications:
Optimal qualification for success on the job is:
• Graduate or Post graduate from a recognized institution.
• 2- 5 years relevant role/ BFSI sector.
Role Proficiencies:
For successful execution of the job, the candidate should possess the following:
• Proficiency in systems related to Banking transactions and services.
• Good communication skills in both English and local language.
• Excellent lead generation and conversion skill.
• Ability to handle pressure and meet deadlines.
• Ability to successfully work as a part of a team.
• High sales orientation to meet the sales targets consistently.
• Strong willingness to work in Relationship Management; Banking operations and products including investment products Prior experience in Sales.
• Knowledge of Mutual Fund, Life insurance, General insurance, PMS and structure products.
• Teamwork, verbal and written excellence, resilience and highly motivated for developing a new department
💡 Quick Summary
Seeking a career-building opportunity? The RB|OCC|Virtual RM position is now open for candidates interested in the Bank Jobs sector. This role in Mumbai offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
