Virtual Relationship Manager
Equitas Small Finance Ltd
Work from Office
Full Time
Min. 1 yearJob Description
Virtual Relationship Manager
JD for VRM - Equitas
Virtual Relationship Model would be Tele based model where the customer is mapped to Tele RM, with complete ownership. The RM is one point contact for customer with objective of Deepening; improving transactions; converting accounts to primary relationship; cross selling products; resolution of Queries and Escalations
Job Role
- Develops and expands existing High Net worth Customer relationships for liabilities
- Deepens relationships sourcing family accounts
- Cross sells bank products & builds penetration for remote banking channels like net/mobile banking
- Informs customers of new products or product enhancements to further expand the banking relationship.
- Maintains complete relationship record for assigned customer accounts.
- Ensures high levels of customer service orientation.
- Collaborates with the field sales teams to ensure lower cycle times and best conversion ratios
Job Description
- Graduate with min 2 years, or Post Graduate with a min of one year of experience
- Experience in tele-sales or relationship management in BFSI preferred.
- Certified in AMFI/IRDA
- Excellent communication skills – Verbal & Written
- Flair for Sales
- Good listening skills and strong communication abilities.
- Team Player
- Candidate should be fluent in English and at least one of the South Indian languages or Hindi.
Job role
Job requirements
About company
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