Virtual Relationship Manager

1 day ago

Mumbai, 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.

  • Virtual Relationship Manager

    5 hours ago

    Mumbai Suburban, Navi Mumbai, Thane, India HY Fly Consultancy Full time ₹ 6,00,000 - ₹ 12,00,000 per year

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    1 day ago

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  • Virtual Relationship Manager Lead

    1 day ago

    Mumbai, India Anand Rathi Share and Stock Brokers Ltd Full time

    Position OverviewYou will be responsible to manage a team of Virtual Relationship Managers (VRMs). This team will promotestock market products and grow digital revenue through virtual channels. You will be responsible forsetting team goals, creating revenue strategies, and ensuring optimal performance through clientactivation, revenue generation and client...

  • Virtual Relationship Manager Lead

    1 day ago

    Mumbai, India Anand Rathi Share and Stock Brokers Ltd Full time

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