Virtual Relationship Manager

14 hours 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



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