Job Description
We are looking for a Virtual Institutional Business RM to manage and grow relationships with institutional clients through virtual/telephonic engagement. The role primarily focuses on Current Account (CASA) acquisition, portfolio management, cross-selling banking products, and achieving business targets while ensuring excellent customer experience and compliance adherence.
Key Responsibilities
• Manage and engage an assigned portfolio of institutional/business clients through virtual interactions.
• Drive Current Account (CASA) acquisition and deepen client relationships within the institutional segment.
• Cross-sell banking products including Payment Gateway, POS, E-NET, Cards, Loans, CMS/ECMS, and other liability products.
• Ensure regular customer engagement, lead generation, and timely follow-up for business conversions.
• Achieve assigned sales, productivity, and portfolio growth targets.
• Maintain high service quality standards, accurate CRM updates, and adherence to regulatory/compliance guidelines.
Preferred Skills
• Strong communication and relationship management skills
• Sales and business development mindset
• Knowledge of banking liability products and institutional banking
• Ability to manage portfolios and achieve targets
• Must be graduate/PG
• 1-7 years of experience preferably BFSI
Key Responsibilities
• Manage and engage an assigned portfolio of institutional/business clients through virtual interactions.
• Drive Current Account (CASA) acquisition and deepen client relationships within the institutional segment.
• Cross-sell banking products including Payment Gateway, POS, E-NET, Cards, Loans, CMS/ECMS, and other liability products.
• Ensure regular customer engagement, lead generation, and timely follow-up for business conversions.
• Achieve assigned sales, productivity, and portfolio growth targets.
• Maintain high service quality standards, accurate CRM updates, and adherence to regulatory/compliance guidelines.
Preferred Skills
• Strong communication and relationship management skills
• Sales and business development mindset
• Knowledge of banking liability products and institutional banking
• Ability to manage portfolios and achieve targets
• Must be graduate/PG
• 1-7 years of experience preferably BFSI
💡 Quick Summary
Seeking a career-building opportunity? The Walk-in || Virtual Business-RM position is now open for candidates interested in the Bank Jobs sector. This role in Chennai 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.