Virtual Relationship Manager

• The 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 complete capture of interaction details.
• Call Handling as per desired standards.
• Fulfilling customer service requirements and deepening relationships.
• Creating the opportunity to provide financial solutions to customers via cross-sell and upsell.
• Aids in developing and maintaining strong customer relationships, both within a company as well as with new clients.

Seek out new business opportunities for the clients while advising them on products or services that best fit their needs.