Virtual Relationship Manager ( Female Only )

Yes Bank Ltd.; Navi Mumbai; On-site; INR 600,000 - 900,000; Full time

Job summary

Yes Bank Ltd. in Navi Mumbai is seeking a Virtual Relation Manager to build and nurture client relationships through virtual engagements. You will provide personalized financial advice, identify cross-sell opportunities, and drive sales targets while ensuring regulatory compliance.

The role requires strong communication, CRM proficiency, and the ability to work effectively in a virtual environment. This is an on-site position at Airoli, Navi Mumbai.

Qualifications

• Bachelor's degree in Finance, Business Administration, or related field.
• Proven experience in a relationship management or Banking Product sales role.
• Excellent communication and interpersonal skills.
• Ability to work effectively in a virtual environment.
• Customer-focused mindset with problem-solving abilities.

Responsibilities

• Manage and nurture client relationships through virtual engagements.
• Provide clients with personalized financial advice and solutions.
• Identify opportunities to cross-sell banking products and services.
• Respond promptly to client inquiries, providing exceptional customer service.
• Collaborate with internal departments to ensure holistic client service.
• Track and achieve sales targets and business objectives.
• Maintain up-to-date knowledge of banking products and services.
• Ensure compliance with regulatory and company policies during all interactions.

Skills

CRM

Virtual Sales

English Proficiency

Negotiation

Time Management

Problem Solving

Education

Bachelor's degree

Tools

Salesforce

CRM Systems

MS Office

Job description

Virtual Relation Manager

Job Location :- Airoli ( Navi Mumbai)

Grade :- AM

Required: Female candidate only

Responsibilities:

• Manage and nurture client relationships through virtual engagements
• Provide clients with personalized financial advice and solutions
• Identify opportunities to cross-sell banking products and services
• Respond promptly to client inquiries, providing exceptional customer service
• Collaborate with internal departments to ensure holistic client service
• Track and achieve sales targets and business objectives
• Maintain up-to-date knowledge of banking products and services
• Ensure compliance with regulatory and company policies during all interactions

Qualifications

• Bachelor's degree in Finance, Business Administration, or related field
• Proven experience in a relationship management or Banking Product sales role
• Strong understanding of financial products and services
• Excellent communication and interpersonal skills
• Ability to work effectively in a virtual environment
• Customer-focused mindset with strong problem-solving abilities
• Proficiency with digital communication tools and CRM systems

Skills

• Salesforce / Virtual Sales
• Good English Communication
• MS Office
• Customer Relationship Management (CRM)
• Financial Advisory
• Negotiation
• Time Management
• Problem-solving