Virtual Relationship Manager Banking / Loan / Insurance / Finance Gandhinagar

Virtual Relationship Manager Banking / Loan / Insurance / Finance Gandhinagar

08 Oct
|
Tekpillar
|
Gandhinagar

08 Oct

Tekpillar

Gandhinagar

We are looking for a Virtual Relationship Manager to manage customer relationships through phone and digital channels. The role involves customer engagement, need analysis, cross-selling banking/financial products, and achieving assigned sales targets. VRM roles typically combine relationship management with virtual customer interaction and product sales.

Key Responsibilities
Manage and develop customer relationships through calls and digital channels.
Understand customer requirements and recommend suitable financial products.
Generate leads and achieve monthly sales and revenue targets.
Cross-sell and up-sell banking, insurance, investment, loan and other financial products.
Handle customer queries and provide timely solutions.
Maintain regular follow-ups with existing and prospective customers.
Update customer interactions, leads and follow-ups in CRM.




Ensure customer retention and relationship deepening.
Maintain service quality and follow company compliance/process guidelines.

Requirements
Graduation is mandatory.
Minimum 2 years of experience in telesales, inside sales, BFSI, banking or customer relationship management.
Strong English communication and interpersonal skills.
Positive convincing and negotiation skills.
Sales-oriented mindset with target achievement ability.

Benefits
Competitive CTC up to 6.50 LPA
Performance-based incentives.
Growth opportunities opportunities.
Qualified exposure in the BFSI sector.

No Registration Fees | 100% Free Recruitment

Contact: Nisha Patel | +91 99047 50213

📌 Virtual Relationship Manager Banking / Loan / Insurance / Finance Gandhinagar
🏢 Tekpillar
📍 Gandhinagar

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