Job Description:

Role: Virtual Relationship Manager (VRM)
Designation: Elite Banker First Select/Wealth
Department: Sales
Industry: Retail Banking
Location: Thane

About the Role:
As an Elite Banker First Select/Wealth, you will enhance customer engagement via virtual channels, deepen relationships, and drive product penetration across managed clients. You will play a key role in promoting digital adoption, cross-selling financial products, and positioning the bank as the primary financial partner for affluent customers.

Key Responsibilities:

Relationship Management & Acquisition
Strengthen customer relationships to increase overall portfolio value. Acquire recent NR (Non-Resident) accounts and generate referrals. Boost remittances across managed portfolios.

Customer Engagement & Digital Adoption
Conduct high-quality client interactions via calls
Promote Mobile Banking & Optimus app adoption
Ensure onboarding across digital banking platforms

Cross-Selling & Revenue Growth
Cross-sell pre-approved products (Credit Cards, Loans,



Insurance, Investments)
Profile customers and recommend tailored financial solutions
Increase product holding per customer

Service Excellence & Compliance
Resolve customer queries to meet NPS benchmarks
Coordinate with internal teams for transaction closures
Ensure adherence to SOPs, compliance, and audit requirements
Drive onboarding into Relationship Banking programs

Preferred candidate profile:

Eligibility Criteria
Education: Graduation (Mandatory), MBA / PGDM (Preferred)

Minimum Experience: 1 year in Banking / Financial Services

Skills Required:
Solid communication & interpersonal skills
Experience in virtual relationship management
Knowledge of banking products, CASA, and NRI accounts
Customer-centric approach with cross-selling ability
Familiarity with digital banking tools & platforms
High integrity and compliance orientation

📌 Walk In Virtual Relationship Manager Thane (India)
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📍 India