Virtual Relationship Manager ( Female Only )

Virtual Relation Manager

Job Location :- Airoli ( Navi Mumbai)

Grade :- AM

Required: Female candidate only

Responsibilities:

• Manage and nurture client relationships through virtual engagements
• Provide clients with personalized financial advice and solutions
• Identify opportunities to cross-sell banking products and services
• Respond promptly to client inquiries, providing exceptional customer service
• Collaborate with internal departments to ensure holistic client service
• Track and achieve sales targets and business objectives
• Maintain up-to-date knowledge of banking products and services
• Ensure compliance with regulatory and company policies during all interactions

Qualifications

• Bachelor's degree in Finance, Business Administration, or related field
• Proven experience in a relationship management or Banking Product sales role
• Strong understanding of financial products and services
• Excellent communication and interpersonal skills
• Ability to work effectively in a virtual environment
• Customer-focused mindset with strong problem-solving abilities
• Proficiency with digital communication tools and CRM systems

Skills

• Salesforce / Virtual Sales
• Good English Communication
• MS Office
• Customer Relationship Management (CRM)
• Financial Advisory
• Negotiation
• Time Management
• Problem-solving