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Virtual Relationship Manager

Virtual Relationship Manager

Planet Solutions
Early Applicant
  • Posted 4 days ago
  • Be among the first 10 applicants

Job Description

We are looking for a target-oriented Virtual Relationship Manager to drive customer engagement, revenue growth, and cross-selling of banking products. The role involves understanding customer needs, identifying business opportunities, resolving customer queries, and delivering an excellent customer experience.

Key Responsibilities

  • Achieve and exceed assigned sales and revenue targets.
  • Engage with customers through telephonic and digital channels to identify business opportunities.
  • Cross-sell and up-sell suitable asset and liability banking products.
  • Generate and convert leads to drive business growth.
  • Understand customer requirements and recommend appropriate banking solutions.
  • Ensure timely resolution of customer queries through effective follow-up.
  • Conduct basic market and customer research to identify sales opportunities.
  • Support and guide team members in achieving daily and weekly targets.
  • Collaborate with internal teams and stakeholders to achieve business objectives.

Eligibility Skills

  • Qualification: Any Graduate.
  • Experience: Prior experience in telesales, banking sales, relationship management, or customer service is preferred.
  • Excellent verbal and written communication skills.
  • Strong convincing, negotiation, and interpersonal skills.
  • Good understanding of banking products and processes.
  • Customer-centric and proactive approach.
  • Ability to work effectively in a target-driven team environment.

This job is provided by Shine.com

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