- Team Leadership: Managing, mentoring, and engaging a team of VRMs to hit targets for CASA (Current Account Savings Account), FD (Fixed Deposit), and cross-sell products.
- Portfolio Oversight: Driving the team to deepen client relationships, increase the product holdings per client, and prevent customer churn. [1]
- Performance Monitoring: Tracking key performance indicators (KPIs) like revenue generation, first-call resolution, and overall portfolio health using Management Information System (MIS) reporting. [1, 2]
- Customer Escalation: Stepping in to resolve complex customer issues or high-net-worth client escalations. [1]
Qualifications Experience
- Experience: Typically 4 to 8 years in the banking or financial services industry, with at least 1-2 years in a team handling or leadership capacity. [1]
- Education: Bachelor's degree required; Master's degree or MBA (Finance/Marketing) is highly preferred. [1, 2]
- Skills: Strong understanding of retail liability/asset products, exceptional team management skills, excellent communication, and analytical abilities.
This job is provided by Shine.com
📌 virtual relationship manager- Team Lead (Mumbai)
🏢 ACURA SOLUTIONS
📍 Mumbai
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