Position

Virtual Relationship Manager (VRM)

Industry

Banking / Financial Services

Employment Type

Permanent

Experience

1 to 6 Years

Gender

Male / Female

Location

Work from Office / As per business requirement

Job Summary

We are looking for dynamic and customer-focused professionals to join our Banking Sales team as a Virtual Relationship Manager. The ideal candidate will be responsible for engaging with customers over phone/video channels, understanding their financial needs, and promoting banking products such as loans, credit cards, and other financial solutions.

Key Responsibilities

- Generate sales through inbound and outbound customer interactions.
- Promote and sell Personal Loans, Home Loans, Business Loans, Credit Cards, and other banking products.
- Build and maintain strong customer relationships through virtual interactions.
- Identify customer requirements and recommend suitable banking products.
- Achieve monthly sales and revenue targets.
- Follow up with prospective customers and ensure timely closure of leads.
- Maintain accurate customer records in CRM systems.
- Ensure compliance with banking policies and regulatory guidelines.
- Deliver an excellent customer experience while maintaining high service standards.

Eligibility Criteria
- Graduate in any discipline (preferred).




- 1 to 6 years of experience in Banking, Financial Services, or Insurance (BFSI) Product Sales.
- Experience in selling Loans, Credit Cards, Insurance, Mutual Funds, CASA, or other banking/financial products is preferred.
- Freshers with exceptional communication skills and relevant sales exposure may also be considered (subject to business requirements).

Required Skills
- Excellent verbal communication skills in English and the regional language.
- Strong sales, negotiation, and relationship management skills.
- Customer-centric approach with convincing ability.
- Basic computer knowledge and CRM handling skills.
- Target-oriented with the ability to work in a fast-paced setting.

Preferred Candidate Profile
- Experience in Banking, NBFC, Finance, or Insurance sales.
- Strong interpersonal and customer handling skills.
- Self-motivated, proactive, and result-driven.
- Willingness to work in a target-driven sales environment.

Compensation & Perks
- Attractive Fixed Salary
- Performance Incentives
- Permanent Payroll
- Career Growth Opportunities
- Training and Development Programs
- Employee Benefits as per company policy

Pay: ₹450,000.00 - ₹550,000.00 per year

Work Location: In person

📌 Virtual Manager - Banking (T. Nagar)
🏢 Unidos Technology
📍 T. Nagar