Job Role

- Virtual Relationship Manager

- Manage customer relationships through virtual channels such as phone calls, emails, video calls, and digital platforms.

- Understand customer requirements and provide suitable financial products and services.

- Generate leads and identify opportunities for business growth through existing and prospective customers.

- Handle customer queries, service requests, and follow-ups professionally.

- Maintain regular communication with customers to ensure a positive relationship and customer satisfaction.

- Coordinate with internal teams to resolve customer issues and provide timely solutions.

- Promote relevant banking and financial products based on customer needs.

- Maintain accurate customer records, interaction details, and follow-up information.

- Achieve assigned business, service, and customer-retention targets.

Key Responsibilities

Customer Relationship Management

- Connect with customers through calls and other digital communication channels.

- Build and maintain long-term relationships with customers.

- Understand customer financial needs and provide appropriate product information.

- Conduct regular customer follow-ups and maintain engagement.

- Handle customer concerns and ensure timely resolution.

Sales & Business Development

- Generate leads from existing and prospective customers.





- Identify cross-selling and up-selling opportunities.

- Explain banking, loan, insurance, investment, or other financial products as applicable.

- Convert qualified leads into successful business opportunities.

- Achieve assigned sales and revenue targets.

Customer Service & Coordination

- Handle customer queries and service requests.

- Coordinate with relevant departments to resolve customer issues.

- Follow up on pending requests and ensure timely closure.

- Maintain professional communication with customers at all times.

Data & Reporting

- Update customer information and interaction records accurately.

- Maintain details of leads, follow-ups, conversions, and service requests.

- Prepare and submit regular performance reports.

- Maintain confidentiality of customer and financial information.

Required Skills

- Excellent verbal and written communication skills.

- Strong customer relationship and interpersonal skills.

- Good convincing and negotiation abilities.

- Basic knowledge of banking and financial products.

- Good computer and digital communication skills.

- Robust follow-up and organisational skills.

- Target-oriented and customer-focused approach.

- Ability to work independently in a virtual environment.

📌 Virtual Relationship Manager (Delhi)
🏢 JobTrade
📍 Delhi