Virtual Relationship Manager

Towards Sales:-

Pitching banking products and achieve sales targets

Follow up on leads and ensure pipeline conversion

Carry out distance/virtual pre-sales activities including prospect engagement, needs assessment, and product/service explanation.

Towards Service:-

Answering inbound calls and responding to customer inquiries, requests, and complaints in a timely and professional manner

Providing accurate and relevant information to customers about products, services, policies and procedures

Resolving customer issues and complaints by investigating the root cause of the problem and offering appropriate solutions or alternatives.

Conduct outbound service calls to existing and prospective customers to provide information, resolve queries, and gather feedback through surveys.

Ability to effectively manage and respond to customer queries received through chat, ensuring timely, accurate, and professional resolution.

Strong typing speed and accuracy with the ability to handle high-volume customer interactions efficiently .

Requirements:

Good communication and selling skills.

Proven capability in generating leads, pitching and closing sales for Individual clients.

Experience in a Contact Center for banking  2+ years

Good knowledge of banking products: Knowledge of IT systems.