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 prospect to provide financial solutions to customers via cross-sell and upsell.
Aids in developing and maintaining robust 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 (India)
🏢 Ujjivan Small Finance Bank
📍 India