Virtual Relationship Manager

6 days ago

New Delhi, India upGrad Rekrut Full time

Key Responsibilities:- Strengthen and grow relationships with existing First Wealth customers. - Acquire new Non-Resident (NR) accounts and generate qualified referrals. - Drive remittance business across managed and sourced portfolios. - Conduct virtual client meetings and deliver superior customer service. - Promote usage of mobile banking, Optimus App, and digital banking platforms. - Cross-sell pre-approved banking products such as credit cards, loans, insurance, and investments. - Profile customers and recommend suitable financial solutions based on their goals. - Ensure smooth onboarding for digital platforms, bill payments, SIPs, insurance, and investment products. - Achieve monthly sales targets and performance benchmarks. - Coordinate with internal stakeholders for closures of retail asset and trade transactions. - Resolve customer queries efficiently to maintain high satisfaction (NPS). - Adhere strictly to bank policies and compliance guidelines.Desired Candidate Profile:- Graduate in any discipline (Postgraduate preferred). - 2–5 years of experience in banking, wealth management, or financial services. - Excellent communication, client engagement, and interpersonal skills. - Strong ability to cross-sell and retain clients through digital and virtual platforms. - Good understanding of banking, NR services, and wealth management products. - Customer-centric with a focus on financial advisory and service excellence. - High level of integrity and adherence to compliance standards.

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