VIRTUAL RELATIONSHIP MANAGERS

As a Virtual Relationship Manager, you will have the opportunity to connect with the bank’s high-value customers and provide comprehensive banking solutions. Your role involves fostering and deepening customer relationships by offering tailored, fair, and effective financial solutions that align with their evolving needs. Oversee clients' investment portfolios to ensure long-term financial growth and stability. Keep customers informed about their portfolio performance and ongoing activities. Through exceptional service as a single point of contact, you will play a key role in positioning Jana Bank as the preferred choice for customers.

Key responsibility:

·      Portfolio ownership & lifecycle management

·      Customer servicing & query resolution

·      Cross-sell & revenue enhancement

·      Digital banking enablement

·      Compliance & audit adherence

·      Proactive engagement & retention

Attributes:

·      Strong communication & empathy.

·      Consultative & need-based selling capability.

·      Customer-first mind-set.

·      Digital competency & process orientation.

·      Customer service and sales exposure will be an added advantage