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Role & Responsibilities

- Manage and nurture relationships with existing customers through virtual channels (phone, video calls, email, etc.).
- Achieve sales targets by promoting banking products such as savings accounts, fixed deposits, insurance, investments, and loans.
- Provide personalized financial solutions based on customer needs and financial goals.
- Conduct regular engagement activities to enhance customer satisfaction and retention.
- Handle customer queries, service requests, and complaints promptly while ensuring quality service.
- Identify cross-selling and up-selling opportunities within the assigned customer portfolio.
- Ensure adherence to regulatory guidelines, compliance standards, and bank policies.
- Maintain accurate customer records and update interactions in CRM systems.




- Coordinate with branch and support teams for seamless customer servicing.

Preferred Candidate Profile

- Graduate/Postgraduate in any discipline.
- 1-5 years of experience in Banking, Relationship Management, Sales, Wealth Management, or Financial Services.
- Strong communication, customer relationship management, and sales skills.
- Ability to build rapport and influence customers through virtual interactions.
- Knowledge of banking products, investment solutions, and financial planning concepts.
- Target-oriented with a proven track record of achieving business goals.
- Comfortable using digital platforms, CRM tools, and virtual communication channels.
- Positive problem-solving skills and customer-centric approach.
- Candidates with experience in Retail Banking, Priority Banking, Wealth Banking, or Tele-Sales Banking will be preferred.

📌 Virtual Relationship Manager (Thane)
🏢 Aditya Birla Health Insurance (ABHICL)
📍 Thane