Job Information

- Job Title: Virtual Relationship Manager
- Department: Branch Banking
- Sub-department: Branch Banking
- Type of Position: Full-time
- Location: HO
- Reports To: Team Leader Virtual Relationship Management

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

Size of the Role Financial Size

VRMs Range Relationship Value customers portfolio management

Upto 50 lakhs of incremental value generation

Upto 1 Lakh of revenue generation

Non-Financial Size

- All assets and liabilities products and services handled
- 130+ calls handled per day
- Manage 3000+ customer portfolio

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