Virtual Relationship Manager

4 weeks ago


Noida, India iimjobs Full time

- 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/ NRI Customers service delivery to their mapped Priority portfolio.

- Responsible for CASA deepening, NTB lead generation and for providing assistance in NDIAS services.

- Responsible for up selling, crossselling, providing regular market information and updates to the customers.

- Manage the HNI portfolio through client outreach and continuous monitoring of client relationship including product, portfolio and banking needs.

- Achieve the monthly assigned revenue targets through effective crosssales generating Fee income across Investment, Assets, Cards and Liability products.

- Effectively utilize all applications, tools, and databases used to process transparent end toend client support.

- The role of a Virtual Relationship Manager requires a dynamic individual with strong communication skills and the ability to connect with clients virtually. They should be adept at understanding client requirements and delivering virtual solutions with a high level of professionalism. Responsibilities Initiate and maintain virtual communication with clients Assess client needs and offer tailored virtual solutions Coordinate and conduct virtual meetings and presentations


- Address and resolve client concerns and inquiries Collaborate with virtual teams to deliver on client expectations. Requirements and Skills Bachelor's/Master's degree in Business, Communication, or related field Proven experience in client relationship management Excellent virtual communication and presentation skills Ability to understand and address client needs virtually Collaborative mindset and adaptability to virtual work environments


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