– Virtual Relationship Manager Role: Virtual Relationship Manager Experience: 0–5 years Employment Type: Full-time Responsibilities: Manage and develop relationships with existing and prospective customers through virtual channels. Connect with customers via phone, video calls, email, and digital platforms. Understand customer needs and recommend suitable banking, financial, or investment products.
Generate leads through outbound calling and digital interactions. Follow up with customers and convert leads into business opportunities. Achieve monthly sales, revenue, and customer engagement targets.
Resolve customer queries and provide timely support. Maintain accurate customer records and update interactions in CRM systems.
Coordinate with internal teams to ensure smooth customer service. Ensure compliance with company policies and applicable regulations.
Requirements: 0–5 years of experience in relationship management, banking, financial services, telesales, or customer acquisition. Strong communication and interpersonal skills. Good sales and negotiation abilities. Comfortable with virtual customer engagement and digital tools. Customer-focused approach with robust relationship-building skills. Basic knowledge of banking/financial products is an advantage.