Virtual Relationship Manager

Planet Solutions; Navi Mumbai; On-site; INR 350,000 - 550,000; Full time

Job summary

Planet Solutions in Navi Mumbai is seeking 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 queries, and delivering an excellent customer experience.

Key responsibilities include achieving sales targets, engaging customers via telephonic and digital channels, cross-selling assets and liabilities, generating leads, and

Qualifications

• Qualification: Any Graduate.
• Experience: Telesales, banking sales, relationship management or customer service preferred.
• Excellent verbal and written communication skills.
• Strong selling, negotiation and interpersonal abilities.
• Good understanding of banking products and processes.
• Customer-centric and proactive mindset.
• Able to work effectively in a target-driven team.

Responsibilities

• Achieve and exceed sales and revenue targets.
• Engage with customers through telephonic and digital channels.
• Cross-sell and up-sell banking products.
• Generate and convert leads to drive growth.
• Understand customer requirements and recommend solutions.
• Ensure timely resolution of queries with follow-up.
• Conduct basic market and customer research for sales opportunities.
• Support and guide team members to hit targets.
• Collaborate with internal teams to achieve business objectives.

Skills

Telesales

Banking sales

Relationship management

Customer service

Communication

Negotiation

Interpersonal skills

Team work

Education

Any Graduate

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.