JOB OVERVIEW:
As a Virtual Relationship Manager, you will help banking customers over the phone, email, and digital tools. Instead of working at a physical bank branch, you will work remotely/digitally to help clients manage their money and choose the right banking products.
What Will You Do Every Day?
- Talk to Customers: Call assigned banking clients to build friendly, long-term relationships and guide them on digital banking tools.
- Help & Solve Issues: Answer customer questions about their accounts and solve any issues quickly and clearly.
- Sell Banking Products: Understand what customers need and recommend products like savings accounts, credit cards, loans, or insurance.
- Update Records: Keep accurate notes of all customer calls and updates in the bank’s CRM software system.
- Follow Banking Rules: Make sure all sales and procedures follow official bank rules and security guidelines.
Who Can Apply?
- Education: Any Bachelor's degree (B.Com, BBA, B.Sc, BA, etc.).
- *Note:
B.Tech / B.E. graduates are not eligible.*
- Experience: Freshers (0–1 year of experience).
- Languages Needed:
- Must have: Fluent English
- Must know at least one regional language: Hindi, Tamil, Malayalam, or Kannada
Key Skills You Need
- Basic Banking Knowledge: Understanding how accounts, loans, and credit cards work.
- Great Communication: Explicit, polite, and persuasive speaking and writing skills.
- Customer-First Mindset: Patient and eager to help customers with their needs.
- Computer Basics: Comfortable using computer software and digital tools.
Pay: ₹21,000.00 - ₹23,000.00 per month
Benefits:
- Health insurance
- Provident Fund
Education:
- Bachelor's (Preferred)
Language:
- English Hindi Maliyalam Kannada (Preferred)