Virtual Relationship Manager
6 days ago
Role & responsibilities
Engage with customers throughout their journey and provide tailored products and services that align with their financial requirements.
- Foster strong relationships with existing customers while ensuring portfolio quality is maintained.
- Evaluate customer needs, market trends, and potential collaborations to deliver innovative, technology-driven solutions.
- Develop a sales pipeline for short, medium, and long-term growth based on market opportunities.
- Oversee clients' investment portfolios to ensure long-term financial growth and stability.
- Keep customers informed about their portfolio performance and ongoing activities.
Preferred candidate profile
Exp-Minimum-3-4 yrs exp in banking and RM role
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Virtual Relationship Manager
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Virtual Relationship Manager
1 week ago
Bengaluru, India Ujjivan Small Finance Bank Full timeROLE PURPOSE & OBJECTIVEThe Virtual Relationship managements engages with the Bank customers and prospects, virtually, to provide a seamless experience to customers.Developing and Expanding existing HNI customer relationships by ensuring quality portfolio.Continuous engagement with the portfolio customers mapped as per the contact policy with accurate and...
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Virtual Relationship Manager
1 week ago
Bengaluru, India Ujjivan Small Finance Bank Full timeROLE PURPOSE & OBJECTIVEThe Virtual Relationship managements engages with the Bank customers and prospects, virtually, to provide a seamless experience to customers.Developing and Expanding existing HNI customer relationships by ensuring quality portfolio.Continuous engagement with the portfolio customers mapped as per the contact policy with accurate and...
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