Virtual Relationship Manager

Payroll: BankManage & grow HNI relationships virtuallyOffer tailored wealth solutions (Investments, Loans, Insurance)Acquire clients via referrals & outbound callsMeet sales & revenue targetsEnsure top-notch service & complianceAge Limit-28 Required Candidate profileMinimum 1+ years in Retail Banking / Wealth Management Preferred BackgroundsVRM-Virtual...

Job Description - Advising clients with regards to their Investments in Equity & Derivatives Market through Virtual engagement. - Building relationships with the client & educating them about Investments - Accelerating client base. - Cross selling of third party products without face to face meeting. - Specialized Activities: - Helping clients to punch in...

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...

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...

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,...

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...

Role OverviewWe are seeking a dynamic and result-oriented Virtual Relationship Manager to join our team. The role involves engaging with potential partners, generating leads, and acquiring Independent Financial Advisors (IFAs). The ideal candidate should have prior experience in sales/relationship management, with excellent communication and networking...

Role & responsibilitiesAs a Secondary Virtual Relationship Manager (VRM) at PBPartners, you will be responsible for managing relationships with agents and supporting them to achieve their targets effectively. The role involves working closely with agents across different processes within the VRM channel, including:Connect with agents mapped under your...

Job Purpose VRM will be responsible for enhancing the customer engagement virtually to increase customer stickiness on managed clients They will drive mobile banking adoption usage increase cross-sell of products and work towards upgrading and on-boarding customers in the relationship banking program Professionally driven to achieve higher customer...

Role Objective:Engage and activate mid- and long-tail IFAs (INR 50 L – INR 5 Cr AUM), drive SIP growth, and strengthen partner loyalty through high-touch virtual engagement. Key Responsibilities:  Manage ~100–150 IFAs across assigned regional clusters Drive SIPs, folio activations, and campaign participation Run daily calls/WhatsApp/email...