Roles and Responsibilities

- Manage relationships with high net worth individuals (HNIs) through phone banking, ensuring exceptional customer service and cross-selling opportunities.

- Develop and maintain a deep understanding of clients' financial goals and objectives to provide personalized solutions.

- Identify new business prospects and upsell/cross-sell relevant products such as insurance, mutual funds, portfolio management services, etc.

- Collaborate with internal teams to resolve client queries and issues promptly.

- Meet or exceed monthly sales targets by effectively utilizing digital channels like TPP & Retail Branch Banking.

Desired Candidate Profile

- 2-10 years of experience in retail banking or related field.

- Robust knowledge of HNI acquisition strategies and practices.

- Excellent communication skills for effective relationship management over the phone.

- Ability to work independently with minimal supervision while meeting deadlines.

📌 Virtual Relationship Manager (Hyderabad)
🏢 V-Konnect
📍 Hyderabad