Virtual Relationship Manager

Ujjivan Small Finance Bank; Bengaluru; On-site; INR 500,000 - 700,000; Full time

Job summary

Ujjivan Small Finance Bank is seeking a Virtual Relationship Manager to engage customers virtually, ensuring a seamless experience and deepening relationships. You will manage a sizable portfolio, handle 130+ daily calls, and actively cross-sell financial solutions to meet client needs.

The role requires proactive client engagement, accurate interaction capture, and a strong focus on delivering personalized banking services from the HO location.

Qualifications

• Experience in virtual relationship management or high-volume customer service.
• Ability to manage a portfolio of high-net-worth customers.
• Proven track record in cross-selling financial products.

Responsibilities

• Interact with customers virtually to provide seamless service.
• Expand and deepen existing HNI relationships through quality portfolio management.
• Capture interactions accurately and maintain contact history per policy.
• Handle calls efficiently and maintain desired service standards.
• Foster relationships and provide financial solutions via cross-sell/upsell.
• Seek new business opportunities and advise on suitable products.

Skills

Customer relationship management

Sales and cross-sell

Portfolio management

Customer service

Tools

CRM software

Job description

Job Information

• Job Title: Virtual Relationship Manager
• Department: Branch Banking
• Sub-department: Branch Banking
• Type of Position: Full-time
• Location: HO
• Reports To: Team Leader Virtual Relationship Management

Role Purpose / Objective

• The Virtual Relationship managements engages 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.

Size of the Role Financial Size

VRMs Range Relationship Value customers portfolio management

Upto 50 lakhs of incremental value generation

Upto 1 Lakh of revenue generation

Non-Financial Size

• All assets and liabilities products and services handled
• 130+ calls handled per day
• Manage 3000+ customer portfolio