Virtual Relationship Manager

02. ROLE SUMMARY

The Phone Banking role involves handling customers over phone, understanding their requirements, providing suitable banking/financial information and supporting sales/business targets.

Key Responsibilities

- Handle inbound/outbound customer calls.

- Understand customer requirements.

- Explain banking/financial products.

- Generate leads and business opportunities.

- Handle customer queries and objections.

- Achieve assigned sales/service targets.

- Maintain quality customer service.

- Complete required documentation/processes.