Role Description This is a full-time, on-site Virtual Relationship Manager role based in the Mumbai Metropolitan Region.

The Virtual Relationship

Manager will engage with customers through digital and telephonic channels to understand their financial needs, recommend suitable products, and support them through the onboarding and servicing lifecycle. Daily responsibilities include managing inbound and outbound customer interactions, explaining product features and advantages, resolving queries, and ensuring timely follow-up to improve customer satisfaction and retention. The role also involves maintaining accurate records in CRM systems, adhering to compliance and risk guidelines, and collaborating with internal teams to deliver seamless customer experiences.

Performance will be measured through customer engagement metrics, portfolio growth, and quality of service standards.

Qualifications

- Strong customer relationship management and service orientation,



with the ability to communicate clearly and build trust through virtual channels.
- Proficiency in telephonic and digital communication tools, including familiarity with CRM platforms and basic MS Office applications.
- Solid understanding of financial products and services, or a strong willingness to learn and adapt within the financial services domain.
- Effective problem-solving and time-management skills, with attention to detail in documentation and follow-up.
- Ability to work in a structured, target-driven environment while maintaining high ethical and compliance standards.
- Bachelor’s degree in business, finance, commerce, or a related field is preferred; relevant experience in banking or financial services is an advantage

📌 Virtual Relationship Manager (Mumbai)
🏢 Aditya Birla Capital
📍 Mumbai