Senior Virtual Relationship Manager

4 weeks ago

Bengaluru, India Mashreq Global Services Private Limited Full time

Key Responsibilities:1. Relationship Management & Client Engagement- Manage an assigned portfolio of Business Banking clients through virtual channels (phone, email, video conferencing, digital platforms).- Build and maintain strong, long-term relationships with clients to enhance customer satisfaction and loyalty.- Understand client business needs and provide tailored financial solutions, ensuring alignment with the bank's product suite.- Proactively contact clients to discuss account performance, new opportunities, and potential risks.2. Sales & Business Development- Achieve assigned business targets for deposits, trade finance, lending, and cross-sell products.- Identify opportunities for upselling and cross-selling banking products such as current accounts, loans, payment solutions, and digital services.- Collaborate with internal stakeholders (Credit, Operations, Product, Compliance) to ensure smooth execution of client transactions.- For SVRM: Support strategic sales campaigns, mentor junior VRMs on sales techniques, and manage key high-value clients.3. Portfolio Management & Risk Control- Monitor portfolio performance to ensure healthy credit and deposit growth.- Identify early warning signals of potential risks or delinquency and take proactive actions.- Ensure adherence to KYC/AML, regulatory, and compliance requirements for all client transactions.- Maintain accurate and updated client data in CRM systems.4. Customer Service Excellence- Deliver superior customer service by responding promptly to client queries, complaints, and requests.- Drive customer satisfaction and retention through proactive engagement and high-quality interactions.- Promote the use of digital banking channels for enhanced customer convenience and operational efficiency.5. Collaboration & Team Support- Work closely with Area Managers, Product Teams, and Credit Analysts to deliver comprehensive banking solutions.- For SVRM: Act as a mentor and escalation point for VRMs, providing coaching and guidance to enhance team performance.- Participate in regular reviews, strategy meetings, and performance discussions.Qualifications, Skills, and Experience:- Bachelor's degree in Business Administration, Finance, Economics, or related field (Master's preferred).- SVRM: 6-8 years of experience in Business/SME Banking or Relationship Management.- VRM: 3-5 years of experience in Business/SME Banking or customer relationship roles.- Strong understanding of business banking products, SME market dynamics, and financial analysis.- Proven track record of meeting or exceeding sales and service targets.- Excellent communication, negotiation, and interpersonal skills.- Ability to manage client relationships effectively in a virtual or remote environment.- Proficiency in CRM systems and MS Office applications.- Strong understanding of banking compliance and risk management. (ref:iimjobs.com)

  • Senior Virtual Relationship ss Banking-VRM SME

    1 week ago

    Bengaluru, Karnataka, India Mashreq Careers Full time ₹ 5,00,000 - ₹ 15,00,000 per year

    JOB DESCRIPTION –Senior Virtual Relationship Manager and Virtual Relationship Manager - Business Banking 1 Job Title Senior Virtual Relationship Manager / Visual Relationship Manager Department Business Banking Direct Supervisor Team Manager / Area Manager   Job Number2 Job PurposeManage a set of existing Platform/Neobiz relationships...

  • Virtual Relationship Manager

    2 weeks ago

    Bengaluru, Karnataka, India Early Job Full time ₹ 5,00,000 - ₹ 15,00,000 per year

    AVirtual Relationship Manager (VRM) in banking sales focuses on fostering and expanding relationships with clients while driving sales of the bank's products and services. Here are the detailed job roles and responsibilities.Key Responsibilities:To engage regularly with the Imperial customers as defined by the contact policy and provide a Consistent &...

  • Virtual Relationship Manager

    3 weeks ago

    Bengaluru, India Ujjivan Small Finance Bank Full time

    Job Description ROLE PURPOSE & OBJECTIVE - The Virtual Relationship managements engages with the Bank customers and prospects, virtually, to provide a seamless experience to customers. - Developing and Expanding existing HNI customer relationships by ensuring quality portfolio. - Continuous engagement with the portfolio customers mapped as per the contact...

  • Relationship Manager

    1 week ago

    Bengaluru, India Tata AIA Life Insurance Full time

    Join Tata AIA Life Insurance, a leading and fastest-growing life insurance provider in India, established in 2001 as a joint venture between Tata Sons Pvt. Ltd. and AIA Group Ltd. Our company embodies a legacy of trust, integrity, and excellence, combining Tata's esteemed leadership with AIA's extensive pan-Asian expertise. At Tata AIA, our vision is to be...

  • Virtual Relationship Manager

    1 week ago

    Bengaluru, India VictaMan Services Private Limited Full time

    Manage large amounts of incoming phone calls - Generate sales leads - Identify and assess customers’ needs to achieve satisfaction - Build sustainable relationships and trust with customer accounts through open and interactive communication - Provide accurate, valid and complete information by using the right methods/tools **Salary**: ₹15,000.00 -...

  • Senior Relationship Manager

    2 days ago

    Bengaluru, Karnataka, India INP Consulting Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    Company DescriptionAt INVESTORPRO Consulting, we help real estate investors and home buyers navigate the market with confidence and precision for profitable ventures. Our expertise lies in providing tailored solutions to meet our client's unique needs. We ensure that every investment decision is informed and strategic. Based in Bengaluru, we are committed to...

  • Virtualization Migration Lead

    4 weeks ago

    Bengaluru, India Photon Full time

    Description for Internal CandidatesLocation: BangaloreExperience: 8- 10 YearsJob Title –Program ManagerThe Purpose of This RoleWe are looking a seasoned Program Manager with about 8-10 years of experience for leading a large-scale enterprise-wide VMware to Oracle Linux Virtualization Manager (OLVM) migration program. The ideal candidate must have a strong...

  • Inside sales executive/manager– edtech industry

    2 weeks ago

    Bengaluru, India I2Global Virtual Learning Full time

    Role-Inside Sales (B2 B | B2 C | Saa S)-Ed Tech Industry Salary :- 4 LPA to 7 LPA   About Job Role :-  We are looking for a passionate and target-driven Inside Sales Specialist to join our team. In this role, you will be responsible for engaging with potential leads, counseling them on our offerings, and driving closures to achieve revenue goals. This is a...

  • Inside sales executive/manager– edtech industry

    2 weeks ago

    Bengaluru, India I2Global Virtual Learning Full time

    Role-Inside Sales (B2 B | B2 C | Saa S)-Ed Tech Industry Salary :- 4 LPA to 7 LPA   About Job Role :-  We are looking for a passionate and target-driven Inside Sales Specialist to join our team. In this role, you will be responsible for engaging with potential leads, counseling them on our offerings, and driving closures to achieve revenue goals. This is a...

  • Senior Customer Relationship Manager

    3 hours ago

    Bengaluru, India CloudHire Full time

    The Senior Customer Relationship Manager (Senior CRM/CRE) is responsible for leading client relationship operations, ensuring exceptional customer experience, managing documentation, supporting loan processes, and coordinating across departments for seamless workflow. This role requires strong communication, leadership, and organizational skills to guide the...