Virtual Relationship Manager

Customer Engagement:

• Connect with assigned customers as per defined contact policies

• Deliver a high-quality digital banking experience

• Understand customer requirements and recommend suitable products

• Handle inbound/outbound calls as per quality standards

• Resolve customer queries within defined timelines

• Promote digital banking services for enhanced customer convenience

• Maintain accurate records of customer interactions in CRM systems

• Address and resolve customer complaints effectively

• Build long-term customer relationships

• Ensure customer retention and minimize attrition

Sales & Portfolio Management:

• Achieve assigned sales and portfolio targets

• Cross-sell and up-sell banking products (TPP, Assets, Cards, etc.)

• Profile customers to identify sales opportunities

• Ensure eligibility and compliance before offering products

• Monitor key account activities and report as required

• Process customer requests and transactions accurately

Process & Compliance:

• Maintain proper documentation of all customer interactions

• Adhere to banking policies, regulatory norms, and internal guidelines

• Ensure timely updates in CRM and reporting systems
  
  
  
  
  Key Skills Required:

  • Basic knowledge of banking and financial products

  • Strong verbal and written communication skills

  • Customer-focused approach

  • Sales and persuasion abilities

  • Basic computer and CRM knowledge

  • Ability to build and maintain customer relationships

• It is a Full Time కస్టమర్ మద్దతు / టెలికాలర్ job for candidates with 0 - 3 years of experience.