Walk-in || Virtual Relationship Manager (VRM)Role Details
As a Digital Relationship Manager (VRM), your core responsibility will be to engage with customers through virtual channels (phone calls, emails, and digital platforms), providing tailored financial solutions. You will promote and sell a range of banking products and boost CASA balances & fixed deposits. You will also be required to cross sell unsecured loans (personal loans, business loans), credit cards, lines of credit, and other investment opportunities.
Key Responsibilities:
Customer Engagement & Relationship Building
Serve as a financial advisor to Savings & Current Account (SA) customers, delivering high-quality service and customized solutions.
Maintain and deepen relationships with existing clients through regular touchpoints such as calls, emails, and personalized communication.
Provide timely insights on interest rates, exchange rates, and relevant financial products.
Cross-Selling & Revenue Generation
Drive cross-selling initiatives by recommending relevant banking and third-party products to meet customer needs and increase wallet share.
Identify and profile potential clients for tailored product offerings, enhancing product penetration.
Customer Support & Query Resolution
Handle customer inquiries via inbound calls with promptness, accuracy, and a commitment to first-call resolution.
Promote and educate customers on the banks digital banking services to enhance their overall experience.
Target Achievement & Performance
Achieve and exceed quarterly sales and business targets as assigned by the organization.
Consistently meet quality benchmarks for customer communication and service delivery.

Keyskills: Sales B2C Sales Unsecured loan Business Development Tele / Inside Sales Retail Sales Loan Insurance Life insurance Credit cards Term insurance Current & savings account
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