We are hiring Virtual Relationship Managers (VRMs) to manage customer relationships through digital channels. The role involves engaging with customers, understanding their financial needs, promoting relevant banking products, and delivering a seamless customer experience. This is a suitable opportunity for fresh graduates looking to start a career in banking sales .

Key Responsibilities Customer Engagement:

Connect with assigned customers through digital channels as per defined contact policies.

Deliver a high-quality digital banking experience.

Understand customer requirements and recommend suitable banking products.

Handle inbound and outbound calls according to defined quality standards.

Resolve customer queries within the required timelines.

Promote digital banking services to improve customer convenience.

Maintain accurate records of customer interactions in CRM systems.

Address and resolve customer complaints effectively.

Build and maintain long-term customer relationships.

Focus on customer retention and minimize customer attrition.

Sales & Portfolio Management Achieve assigned sales and portfolio targets.

Cross-sell and up-sell banking products, including TPP, Assets, Cards, and other applicable products.





Profile customers to identify potential sales opportunities.

Check customer eligibility and compliance requirements before offering products.

Monitor key account activities and provide reports as required.

Process customer requests and transactions accurately.

Process & Compliance Maintain proper documentation of customer interactions and transactions.

Follow banking policies, regulatory requirements, and internal guidelines.

Ensure timely and accurate updates in CRM and reporting systems.

Maintain process quality and accuracy while handling customer requests.

Education Job Requirements

Graduation in any stream.

B.Tech / BE candidates are not eligible. Graduation should follow the 10+2+3 pattern.

Required Skills Strong verbal and written communication skills.

Basic knowledge of banking and financial products.

Customer-focused approach.

Sales and persuasion abilities.

Basic computer knowledge.

Basic CRM knowledge.

Customer relationship management.

Ability to identify sales opportunities.

Ability to achieve sales and portfolio targets.

Positive problem-solving and customer-handling skills.

📌 Virtual Relationship Manager (Bengaluru)
🏢 JobTrade
📍 Bengaluru