Virtual Relationship Manager Bangalore Karnataka India Department CORPORATE PRODUCT Job posted on Jul 21 2025 Employment type Permanent POSITION DESCRIPTION JOB TITLE Virtual Relationship Manager GRADE DM-II DEPARTMENT Phone Banking LOCATION HO SUB-DEPARTMENT Phone Banking TYPE OF POSITION Full-time REPORTS TO Team Leader - Virtual Relationship Management REPORTING INTO NAROLE PURPOSE OBJECTIVE The Virtual Relationship managements engages with the Bank customers and prospects virtually to provide a seamless experience to customers Developing and Expanding existing HNI customer relationships by ensuring quality portfolio Continuous engagement with the portfolio customers mapped as per the contact policy with accurate and complete capture of interaction details Call Handling as per desired standards Fulfilling customer service requirements and deepening relationships Creating the opportunity to provide financial solutions to customers via cross-sell and upsell Aids in developing and maintaining strong customer relationships both within a company as well as with recent clients Seek out new business opportunities for the clients while advising them on products or services that best fit their needs SIZE OF THE ROLE FINANCIAL SIZE NON-FINANCIAL SIZE50000 to 200000 TRV customers portfolio management 12 to 20 Lakhs value generation All assets and liabilities products and services handled 130 calls handled per day Manage 3000 customer portfolio KEY DUTIES RESPONSIBILITIES OF THE ROLE Business FinancialsContinuous engagement with customers mapped Promoting digital banking services for a superior customer service experience Profiling of customers in order to aid right cross-servicing of bank products Meet the defined objectives of the Portfolio managed Customer Both Internal External Call handling as per defined standards Both Service Sales Regular interaction with customers and pro-actively accessing customer needs Accurate resolution for customer queries Attrition control of customers Deepening relationship by cross selling Ensure retention of customers Sales across all product segments Internal ProcessAchieve quality benchmarks defined from time to time Accurate logging of calls Ensure all laid down system and process are followed Ensure accurate and timely submission of financial transactions requests Adherence to set processes of updating customer interactions in CRM next Innovation LearningEnsure adherence to training man-days mandatory training programs for self Ensure goal-setting mid-year review and annual appraisal process within specified timelines for self Continuously update skills by participating in professional trainings attend courses as instructed by management and be willing to contribute acquired knowledge to the development of the bank MINIMUM REQUIREMENTS OF KNOWLEDGE SKILLS Educational QualificationsGraduate in any discipline Experience Years and Core Experience Type 1 years of experience fresher can be considered if they possess the required educational qualifications and aptitude CertificationsNA Functional SkillsRelationship Management Sales - Banking Customer Relationship Upselling and Cross Selling Behavioral SkillsGood communication skills - both oral and written Good interpersonal management skills Problem solving skills Decision making ability CompetenciesBanks Product Knowledge Planning and Organizing Skills Sales and Influencing Skills Awareness of Banking regulations KEY INTERACTIONS INTERNAL EXTERNALOperations team Branch team Products team Service Quality Deliverables team NTB ETB Customers Referrals

📌 Virtual Relationship Manager (Karnataka)
🏢 Ujjivan Small Finance Bank
📍 Karnataka