Virtual Relationship Manager - Banking / Loan / Insurance / Finance

We are looking for a Virtual Relationship Manager to manage customer relationships through phone and digital channels. The role involves customer engagement, need analysis, cross-selling banking/financial products, and achieving assigned sales targets. VRM roles typically combine relationship management with virtual customer interaction and product sales.

Key Responsibilities

• Manage and develop customer relationships through calls and digital channels.
• Understand customer requirements and recommend suitable financial products.
• Generate leads and achieve monthly sales and revenue targets.
• Cross-sell and up-sell banking, insurance, investment, loan and other financial products.
• Handle customer queries and provide timely solutions.
• Maintain regular follow-ups with existing and prospective customers.
• Update customer interactions, leads and follow-ups in CRM.
• Ensure customer retention and relationship deepening.
• Maintain service quality and follow company compliance/process guidelines.

Requirements

• Graduation is mandatory.
• Minimum 2 years of experience in telesales, inside sales, BFSI, banking or customer relationship management.
• Strong English communication and interpersonal skills.
• Good convincing and negotiation skills.
• Sales-oriented mindset with target achievement ability.

Benefits

• Competitive CTC up to 6.50 LPA
• Performance-based incentives.
• Career growth opportunities.
• Professional exposure in the BFSI sector.

No Registration Fees | 100% Free Recruitment

Contact: Nisha Patel | +91 99047 50213