We are looking for an energetic and customer-focused Virtual Relationship Manager (VRM) to drive sales of banking products through telephonic and virtual interactions. The ideal candidate should have experience in banking, financial services, or insurance sales, with strong communication, relationship management, and cross-selling skills.
Key Responsibilities
- Engage with existing and prospective customers through phone calls, video calls, and digital channels.
- Promote and sell banking products such as:
- Savings & Current Accounts
- Personal Loans
- Home Loans
- Credit Cards
- Insurance Products
- Fixed Deposits
- Investment Products (where applicable)
- Build and maintain strong customer relationships to enhance customer satisfaction and loyalty.
- Understand customer financial needs and recommend suitable banking products.
- Achieve monthly sales, revenue, and productivity targets.
- Generate leads through existing customer databases and follow up on prospects.
- Cross-sell and up-sell banking products to maximize customer value.
- Maintain accurate records of customer interactions in CRM systems.
- Ensure compliance with banking policies, regulatory guidelines,
and internal processes.
- Coordinate with branch teams and internal departments for customer service and issue resolution.
Desired Candidate Profile
- Experience: 2–6 years in Banking, Financial Services, or Insurance product sales.
- Prior experience in Inside Sales, Tele Sales, Relationship Management, or Virtual Banking is preferred.
- Strong sales orientation with a proven track record of meeting or exceeding targets.
- Excellent communication and interpersonal skills in English and Tamil. Knowledge of Hindi is an added advantage.
- Good understanding of banking products and financial services.
- Customer-centric approach with strong relationship-building skills.
- Ability to work in a target-driven environment.
- Proficiency in MS Office and CRM applications.
Educational Qualification
- Graduate in any discipline.
- MBA/PGDM (Marketing/Finance) will be an added advantage.
Key Competencies
- Sales & Business Development
- Relationship Management
- Tele Sales
- Cross-selling & Up-selling
- Customer Service
- Negotiation Skills
- Communication Skills
- Time Management
- Target Orientation
Preferred Industry
- Banking
- Financial Services
- Insurance
Pay: ₹500,000.00 - ₹660,000.00 per year
Advantages:
- Provident Fund
Work Location: In person
📌 Banking - Inside Sales (India)
🏢 Unidos Technology
📍 India
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