Virtual Relationship Manager

EQU/VRM/1824048
Equitas Small Finance Bank
Branch Banking > Head Office > Tamil Nadu > Head Office > Head Office > Head Office > Chennai > 9999 > Head Office

Posted On: 06 Aug 2026
End Date: 05 Sep 2026
Required Experience: NA

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Basic Section

- No. Of Openings: 1
- External Title: Virtual Relationship Manager
- Employment Type: Permanent
- Employment Category: Office
- Closing Date: 05 Sep 2026

Organisational Section

- Entity: Equitas Small Finance Bank
- Business Unit: Liabilities
- Division/Function (SBU): Branch Banking
- Department: Customer Experience
- Sub-Department: Customer experience
- Generic Role: Virtual Relationship Manager
- External Title (Job Role): Virtual Relationship Manager
- Division: Branch Banking
- Zone: Head Office
- State: Tamil Nadu
- Region: Head Office
- Area: Head Office
- Cluster: Head Office
- PT Location: Chennai
- Branch Code: 9999
- Branch Name: Head Office

Skills

- Skill: No data available
- Highest Education: No data available
- Working Language: No data available

JD for VRM - Equitas
Virtual Relationship Model would be a Tele-based model where the customer is mapped to a Tele RM, with complete ownership.



The RM is one point of contact for the customer with the objective of deepening; improving transactions; converting accounts to primary relationships; cross-selling products; and the 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 recent 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 Requirements

- 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 solid communication abilities.
- Team Player
- Candidate should be fluent in English and at least one of the South Indian languages or Hindi.

📌 Skill (Chennai)
🏢 Equitas Micro Finance India
📍 Chennai