Virtual Relationship Manager

Ujjivan Small Finance Bank; Bengaluru; On-site; INR 450,000 - 650,000; Full time

Job summary

Ujjivan Small Finance Bank invites applications for a Virtual Relationship Manager to engage with customers virtually, building and expanding relationships with HNI portfolios. The role focuses on delivering seamless service, capturing interactions, and driving cross-sell opportunities.

The ideal candidate has 2–6 years of client relationship experience with strong communication and interpersonal skills, to manage a diverse client base and nurture lasting partnerships.

Qualifications

• 2-6 years' of client relationship experience.
• Strong communication and interpersonal skills.

Responsibilities

• Engage with bank customers virtually to provide a seamless experience.
• Develop and expand relationships with existing HNI customers.
• Capture interaction details as per contact policy.
• Handle calls per defined standards.
• Fulfill customer service needs and deepen relationships.
• Cross-sell and upsell financial solutions.
• Maintain and strengthen relationships within the bank and with new clients.
• Identify new business opportunities and advise products that best fit client needs.

Skills

Relationship management

Communication skills

Job description

• The Virtual Relationship managements engage with the Bank customers and prospects, virtually, to provide a seamless experience to customers
• Developing and Expanding existing HNI customer relationships by ensuring quality portfolio
• Continuous engagement with the portfolio customers mapped as per the contact policy with accurate and complete capture of interaction details
• Call Handling as per desired standards
• Fulfilling customer service requirements and deepening relationships
• Creating the opportunity to provide financial solutions to customers via cross-sell and upsell
• Aids in developing and maintaining strong customer relationships, both within a company as well as with new clients
• Seek out new business opportunities for the clients while advising them on products or services that best fit their needs

Qualification

• 2-6 years' of client relationship experience
• Strong communication and interpersonal skills