Job Description
ob Overview
We are hiring Virtual Relationship Managers (VRMs) to manage customer relationships through digital channels. The role involves engaging with customers, understanding their financial needs, and promoting relevant banking products while ensuring a seamless customer experience. This is an excellent opportunity for fresh graduates looking to start a career in banking sales
Key Responsibilities
Customer Engagement
Connect with assigned customers as per defined contact policie
Deliver a high-quality digital banking experienc
Understand customer requirements and recommend suitable product
Handle inbound/outbound calls as per quality standard
Resolve customer queries within defined timeline
Promote digital banking services for enhanced customer convenienc
Maintain accurate records of customer interactions in CRM system
Address and resolve customer complaints effectivel
Build long-term customer relationship
Ensure customer retention and minimize attritio
Sales & Portfolio Management
Achieve assigned sales and portfolio target
Cross-sell and up-sell banking products (TPP, Assets, Cards, etc.
Profile customers to identify sales opportunitie
Ensure eligibility and compliance before offering product
Monitor key account activities and report as require
Process customer requests and transactions accuratel
Process & Compliance
Maintain proper documentation of all customer interaction
Adhere to banking policies, regulatory norms, and internal guideline
Ensure timely updates in CRM and reporting system