Virtual Relationship Manager

Equitas Small Finance Bank

11h • Remote

About The Position

The Virtual Relationship Model (VRM) is a tele-based model where the customer is mapped to a Tele RM, with complete ownership. The RM is one point of contact for the customer with the objective of deepening relationships, improving transactions, converting accounts to primary relationships, cross-selling products, and resolving queries and escalations.

Requirements

• Graduate with a minimum of 2 years of experience, or Post Graduate with a minimum of one year of experience.
• Experience in tele-sales or relationship management in BFSI is preferred.
• Certified in AMFI/IRDA.
• Excellent communication skills – Verbal & Written.
• Flair for Sales.
• Good listening skills and strong communication abilities.
• Team Player.
• Candidate should be fluent in English and at least one of the South Indian languages or Hindi.

Responsibilities

• Develops and expands existing High Net worth Customer relationships for liabilities.
• Deepens relationships by sourcing family accounts.
• Cross-sells bank products and builds penetration for remote banking channels like net/mobile banking.
• Informs customers of new products or product enhancements to further expand the banking relationship.
• Maintains a complete relationship record for assigned customer accounts.
• Ensures high levels of customer service orientation.
• Collaborates with field sales teams to ensure lower cycle times and best conversion ratios.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree