Virtual Relationship Manager

6 days ago


bangalore, India beBeeCustomerService Full time

Client Engagement SpecialistThe Client Engagement Specialist establishes and fosters strong relationships with clients through virtual interactions, ensuring seamless experiences.Develops and expands existing high-net-worth individual (HNI) client relationships by maintaining quality portfolios.Engages HNI portfolio clients regularly, accurately capturing interaction details and nuances.Handles calls in line with desired standards, meeting customer service requirements.Cultivates opportunities for financial solutions via cross-selling and upselling.Main Responsibilities:Maintains and develops robust client relationships within the organization and with new clients.Profiles clients to facilitate effective cross-serving of bank products.



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