JD for VRM - Equitas
Virtual Relationship Model would be Tele based model where the customer is mapped to Tele RM, with complete ownership. The RM is one point contact for customer with objective of Deepening; improving transactions; converting accounts to primary relationship; cross selling products; 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 Description
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
Positive 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.

📌 Virtual Relationship Manager Chennai
🏢 equitas small finance bank
📍 Chennai