Virtual RM/Digital RM- Thane-Leading Bank

V Konnect; Thane; On-site; INR 300,000 - 600,000; Full time

Job summary

V Konnect in Thane, Maharashtra invites a results‑driven Banking Sales Executive to manage and grow relationships with existing bank customers through virtual channels. You will identify customer needs, address requirements related to banking products and services, and drive cross‑selling and up‑selling to generate business.

You will connect with customers via calls, emails and digital platforms, maintain regular follow‑ups, and strive to achieve sales, revenue and relationship targets while

Responsibilities

• Manage and develop relationships with existing bank customers through virtual channels.
• Handle customer requirements related to banking products and services.
• Generate business through cross-selling and up-selling of banking products.
• Connect with customers through calls, emails, and digital platforms.
• Identify customer needs and provide suitable financial solutions.
• Achieve assigned sales, revenue, and relationship management targets.
• Maintain regular follow-ups with customers and ensure a high level of customer service.
• Generate leads and convert them into business opportunities.
• Ensure proper documentation and compliance with bank policies.
• Maintain strong customer engagement and improve customer retention.

Job description

Role & responsibilities

• Manage and develop relationships with existing bank customers through virtual channels.
• Handle customer requirements related to banking products and services.
• Generate business through cross-selling and up-selling of banking products.
• Connect with customers through calls, emails, and digital platforms.
• Identify customer needs and provide suitable financial solutions.
• Achieve assigned sales, revenue, and relationship management targets.
• Maintain regular follow-ups with customers and ensure a high level of customer service.
• Generate leads and convert them into business opportunities.
• Ensure proper documentation and compliance with bank policies.
• Maintain strong customer engagement and improve customer retention.

References are highly appreciated!!