VRM Team Lead

1 day ago


Mumbai, Maharashtra, India AnandRathi Full time ₹ 12,00,000 - ₹ 36,00,000 per year

Position Overview

You will be responsible to manage a team of Virtual Relationship Managers (VRMs). This team will promote

stock market products and grow digital revenue through virtual channels. You will be responsible for

setting team goals, creating revenue strategies, and ensuring optimal performance through client

activation, revenue generation and client retention strategies. You will play a key role in scaling digital

revenue, optimizing customer journeys for activations, and providing leadership to ensure that the team

meets both individual and team-wide targets.

Key Responsibilities:

1) Lead a High Impact Team:


• Lead, manage, and motivate a team of Virtual Relationship Managers to achieve revenue growth

and client activation goals for stock market products like Equities, F&O, Commodities, MTF, ETFs,

Mutual Funds, IPOs, NFOs, Bonds, Investment Baskets, Structured Products, Fixed Income Products,

Insurance, etc.


• Set clear performance targets for VRMs, conduct regular performance reviews, and ensure

alignment with overall digital revenue growth objectives


• Develop coaching, training, and mentorship programs to enhance the skill set of your team,

including virtual selling, client relationship management, and market knowledge


• Foster a collaborative and results-driven culture among the team to ensure high morale,

engagement, and productivity


• Ensure that the VRMs deliver a high level of personalized service, answering queries, resolving

issues, and addressing concerns effectively in a virtual environment


• Work with the team to implement customer feedback loops, ensuring that client satisfaction is

continuously improved and feedback is acted upon

2) Performance Management:


• Establish key performance indicators (KPIs) for the VRMs and ensure targets related to customer

acquisition, product sales, and revenue growth are met


• Train and empower VRMs on the latest sales techniques and product knowledge to improve digital

client interactions and drive conversions


• Use data-driven insights to monitor performance, track progress, and identify areas of

improvement.


• Conduct regular one-on-one meetings with VRMs to provide feedback, address challenges, and

ensure ongoing professional development


• Lead by example by actively participating in virtual calls with clients, handling high-value clients,

and addressing escalations


• Drive the adoption of new technologies that enhance the virtual customer experience, such as AIdriven

Chatbots, digital advisory platforms, and automated email campaigns


• Provide guidance to VRMs on regulatory compliance, internal policies, and best practices for

maintaining trust with clients


• Monitor and mitigate risk associated with virtual interactions, ensuring that clients are wellinformed

of risks involved in stock market products

3) Digital Revenue Growth Strategy:


• Develop digital product bundles, and special offers to attract new customers and increase revenue

from existing clients


• Monitor digital revenue performance, analyse data and trends, and adjust strategies to ensure

consistent revenue growth from digital channels


• Create and implement comprehensive digital revenue strategies aimed at promoting and selling

stock market-related products

4) Client Activation & Retention:


• Work with the VRMs to design and execute customer acquisition strategies through digital

touchpoints, including online consultations, webinars, and virtual product demos


• Guide the team in delivering personalized virtual interactions, ensuring the identification of client

needs and the provision of suitable stock market products


• Develop and execute strategies to increase client retention, enhance engagement, and maximize

lifetime value through continuous digital interactions

5) Data Analysis & Reporting:


• Monitor key metrics, including Average revenue per user, return on Investment, Customer Lifetime

Value and customer engagement levels


• Use data analytics tools to measure the success of digital initiatives and VRM activities, adjusting

strategies and tactics as needed


• Provide detailed reports to senior leadership regarding the teams progress toward meeting digital

revenue goals and client growth

Personal Skills:

1) Exceptional Verbal, Written Communication and Presentations Skills

2) Familiarity with trading platforms, stock market operations, and deep understanding of Financial

products

3) Ability to drive performance through virtual coaching and digital tools

4) Strong analytical and data-driven decision-making skills with the ability to generate insights from

performance metrics

5) Should have strong networking & relationship building skills

6) Excellent client relationship skills with a focus on delivering value and ensuring customer

satisfaction

7) Organised, high energy, results driven, superior problem solving skills & high attention to detailing


  • vrm

    5 days ago


    Navi Mumbai, Maharashtra, India Kotak Life Insurance Full time ₹ 5,00,000 - ₹ 10,00,000 per year

    Greetings from Kotak Life InsuranceInterested candidates can share their resume at "" or Position Title: VIRTUAL RELATIONSHIP MANAGERLocation: Thane- Wagle Industrial EstateJob Responsibilities:Responsible for generating revenue & business targets, through the team of bank VRMs mapped.Build rapport and provide quick responses/solutions to bank...

  • VRM|| HNI

    1 day ago


    Navi Mumbai, Maharashtra, India Shunya Tattva Management Consultants Full time ₹ 1,90,000 - ₹ 6,00,000 per year

    Job Opportunities Thane (BFSI Sector | Multiple Openings)We are hiring for various roles in Customer Support & Relationship Management.Great opportunity for Freshers & Experienced candidates to build a long-term career in the BFSI sector.Salary Range: 19,000 Inhand 6 LPA + Incentives & AllowancesConsolidated Roles AvailableDigital Journey Assistance...


  • Mumbai, Maharashtra, India Team Computers Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    We have excellent opening for the position of Technical Service Desk (Team Leader).Qualification: Any graduateExperience: 3 to 6 YrsJob Location: Andheri (Chakala)JD as followsAble to handle Technical team, Excellent technical knowledge and can Troubleshoot Windows, MAC, MS office, Teams, One drive, Pidilite applicationsResponsible for incident handling...


  • Mumbai, Maharashtra, India Kotak Life Insurance Full time ₹ 4,00,000 - ₹ 12,00,000 per year

    Greetings from Kotak Life InsuranceInterested candidates can share their resume at"kli.nishmitha-" or Job Location : Thane (Candidates from Central Line only)Job Title: Sales Manager / Unit ManagerVirtual Relationship ManagerJob Responsibilities:Responsible for generating revenue& business targets, through the team of bank VRMs mapped.Build rapport and...

  • HEAD NRI

    1 week ago


    Mumbai, Maharashtra, India Quotient Consultancy Full time ₹ 42,00,000 - ₹ 63,00,000 per year

    Leading Bank Hiring Regional Head Virtual Channel - NRI ChannelTeam Handling Role5 Days Working - Rotational ShiftContact Person : Divya Age : 42CTC Offered : 42 lkhsLocation : ThaneResponsible for managing a team size of 100 to 200 / Unit MgmtManaging Virtual Team membersDrive the team for meeting the portfolio objectives for income/revenue generation,...

  • Data Analyst

    4 weeks ago


    Mumbai, Maharashtra, India Dimensions HRD Consultants Full time

    The Data Analyst role :- Identifies business needs- builds analytical tools- Lead the team of data analyst and data scientists on model development- Ensure traceability and versioning of datasets, models & evaluation pipelines- Design, prototype, build and maintain APIs for consumption of machine learning models at scale.- Facilitate the development and...


  • Navi Mumbai, Maharashtra, India Kotak Life Insurance Full time ₹ 6,00,000 - ₹ 12,00,000 per year

    Greetings from Kotak Life InsuranceInterested candidates can share their resume at"" or Job Location : Thane (Candidates from Central Line only)Job Title: Sales Manager / Unit ManagerVirtual Relationship ManagerJob Responsibilities:Responsible for generating revenue& business targets, through the team of bank VRMs mapped.Build rapport and provide quick...


  • Mumbai, Maharashtra, India Mist It Services Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    should be able to sell mutual funds , knowledge on equities, generate leads, client acquisition, digital management, client portfolio handling, cross selling of wealth products, client co ordination., grow businsess Required Candidate profileNISM 5 or 8 certificate mandatory, vrm exp mandatory- 6 mnths minimum, immediate joiner preferred

  • Copy Lead

    1 week ago


    Mumbai, Maharashtra, India Team Pumpkin Full time ₹ 5,00,000 - ₹ 12,00,000 per year

    About Us:Team Pumpkin is a vibrant and forward-thinking marketing agency committed to producing compelling and effective campaigns. We are looking for a talented and strategic Copy Lead to join our creative team. This is an opportunity to work in a dynamic environment where your words will shape the voice of leading brands.Role & Responsibilities:As the Copy...


  • Mumbai, Maharashtra, India InsuranceDekho Full time

    Looking to kickstart your career in the insurance & fintech space?We at InsuranceDekho are hiring Interns for the Virtual Relationship Manager (VRM) role under our Agency Channel for a 6-month paid internship. Who Can Apply? Freshers & Experienced Graduates / Undergraduates / Diploma Holders / 12th Pass Candidates from all educational backgrounds...