I. Position Description

JOB TITLE : Virtual Relationship Manager

GRADE : M

DEPARTMENT : Branch Banking

LOCATION : HO

SUB-DEPARTMENT : Branch Banking

TYPE OF POSITION : Full-time

REPORTS TO : Team Leader – Virtual Relationship Management

REPORTING INTO

NA

II. ROLE PURPOSE & OBJECTIVE

The Virtual Relationship managements engages with the Bank customers and prospects, virtually, to provide a seamless experience to customers.
Developing and Expanding existing HNI customer relationships by ensuring quality portfolio.
Continuous engagement with the portfolio customers mapped as per the contact policy with accurate and complete capture of interaction details.
Call Handling as per desired standards.
Fulfilling customer service requirements and deepening relationships.
Creating the opportunity to provide financial solutions to customers via cross-sell and upsell.
Aids in developing and maintaining strong customer relationships, both within a company as well as with new clients.




Seek out current business opportunities for the clients while advising them on products or services that best fit their needs.

III. SIZE OF THE ROLE

FINANCIAL SIZE

NON-FINANCIAL SIZE

VRM’s Range Relationship Value customers portfolio management
Upto 50 lakhs of incremental value generation & Upto 1 Lakh of revenue generation
All assets and liabilities products and services handled
130+ calls handled per day
Manage 3000+ customer portfolio

Responsibilities

IV. KEY DUTIES & RESPONSIBILITIES OF THE ROLE

Business/ Financials

Aids in developing and maintaining strong customer relationships, both within a company as well as with new clients and by that deepening the customers relationship with the Bank and achieve the assigned targets on CASA and TD values
Achieve monthly CASA growth targets
Achieve monthly TD growth targets
Seek out new business opportunities for the clients while advising them on products or services that best fit their needs.
Creating the opportunity to provide financial s

📌 Virtual Relationship Manager (Bengaluru)
🏢 Ujjivan Small Finance Bank
📍 Bengaluru