Virtual Relationship Manager - Team lead

Skillventory; Bengaluru; On-site; INR 450,000 - 650,000; Full time

Job summary

Skillventory in Bangalore is seeking a Virtual Relationship Manager with 1–2+ years of BFSI experience to manage HNI client relationships for liabilities and promote digital banking channels.

You will deepen relationships by sourcing family accounts, cross-sell CASA and other financial products, and coordinate with field sales to improve conversions, while achieving sales targets. Fluency in English and at least one South Indian language is preferred.

Qualifications

• Graduate with 2+ years or Post Graduate with 1+ year experience.
• BFSI experience in Tele-Sales / Relationship Management / Liabilities / CASA preferred.
• HNI client management experience preferred.
• AMFI / IRDA certification preferred.
• Excellent communication and sales skills.
• Fluent in English + at least one South Indian language.

Responsibilities

• Manage HNI / existing customer relationships for liabilities.
• Deepen relationships by sourcing family accounts.
• Cross-sell CASA, banking products, and other financial products.
• Promote Net Banking / Mobile Banking and digital channels.
• Handle customer queries and escalations.
• Coordinate with field sales teams for better conversions.
• Achieve assigned sales and relationship deepening targets.

Skills

HNI

Liabilities

CASA

Tele-Sales

Relationship Management

Cross-Selling

BFSI

Net Banking

Education

Graduate

Post Graduate

AMFI / IRDA certification

Job description

Virtual Relationship Manager (VRM)

Location: Bangalore HSR Layout
Experience: 1–2+ Years
Industry: Banking / Financial Services

Key Responsibilities

• Manage HNI / existing customer relationships for liabilities.
• Deepen relationships by sourcing family accounts.
• Cross-sell CASA, banking products, and other financial products.
• Promote Net Banking / Mobile Banking and digital channels.
• Handle customer queries and escalations.
• Coordinate with field sales teams for better conversions.
• Achieve assigned sales and relationship deepening targets.

Candidate Profile

• Graduate with 2+ years or Post Graduate with 1+ year experience.
• BFSI experience in Tele-Sales / Relationship Management / Liabilities / CASA preferred.
• HNI client management experience preferred.
• AMFI / IRDA certification preferred.
• Excellent communication and sales skills.
• Fluent in English + at least one South Indian language.

Key Skills: HNI | Liabilities | CASA | Tele-Sales | Relationship Management | Cross-Selling | BFSI | Net Banking