67 Virtual Relationship Jobs

What Youll Do 1. Be the Face of the company: Serve as the primary connection between company and prospective clients, embodying our values of transparency, trust, and customer centricity. Engage with clients through meaningful, value-driven conversations that establish trust and showcase our commitment to their financial growth. 2. Build and Nurture Relationships: Nurture relationships via outbound as well as inbound calling, ensuring each interaction is professional, personalized, and impactful. Use your understanding of client needs to tailor conversations, positioning our offerings as the perfect solution for their aspirations. 3. Lead and Convert: Identify and qualify high-potential clie...

Dear Candidates, We have a vacancy with our esteemed client in AMC, Location - Thane. Ram Maruti Road Role & responsibilities To generate business from the mapped customer base and building relationship with existing customers. Risk Profiling of investors & then build financial plan accordingly Increase the AUM book by 25% in a year. Acquisition of new investors through referrals and lead generation campaigns Servicing and cross selling of various funds. Retention of money through fund house views and knowledge update on market. Segmenting the investors based on their age, geography etc and recommending the products based on their risk appetite. Achieving Productivity targets on a monthly an...

Candidate must be a Graduate Require Excellent Comm. Skills Freshers can also apply Convincing skills Prefer Banking Products Sales exp. candidates Should be okay with Voice Process Interested Candidates can WhatsApp resumes @HR Deepak - 9958131215

Bajaj Capital Ltd is currently hiring for CRO across the Gurgaon with minimum of of experience in in Client Servicing, Up selling & Complaints Handling with proven track record. Roles and Responsibilities 1)In-depth knowledge of the Mutual fund product 2)To deliver a seamless client experience to the assigned as well as acquired clients by utilizing Client Service index. 3)To ensure progressive curve by up-selling the chosen Mutual Fund product basis assigned target. 4) To deliver a seamless client experience to the assigned as well as acquired clients by utilizing Client Service index. & Feedback funnel on a regular basis. 5) To deliver training on Importance of MF to WP batches, before han...

- Tele Sales Channel / inside sales - Handling life Insurance sales - Handing a tele sales team and drive business to achieve the target - Need to get business from mapped executives - Build good relationship with partner & customer Required Candidate profile - 6 months experience in life insurance - Good communication and relationship skills - Excellent knowledge of financial investment products - Ready to work under target pressure Perks and benefits Monthly travel allowance and incentives

Role & responsibilities NRI Relationship Manager | Tamil Nadu Upto 10L - Tirunelveli, Salem, Madurai location Manage and grow relationships with NRI clients Understand and fulfill NRI banking needs (NRE/NRO accounts, loans, investments) Cross-sell bank products and services Preferred candidate profile A graduate with minimum 4 years of experience in NRI banking relationship management. Apply Now!!

Role To engage regularly with the customers as defined by the contact policy and provide a Consistent & a Superior Digital Experience. Ensuring that customers get world class services and their needs are understood and met through financial products that the Bank has to offer. To enhance Customer Relationship & while doing so, Educate, Encourage & Induce the customers to use the Digital mediums for their banking transactions/ needs, while keeping a "window' to talk to the bank whenever customer needs Preferred candidate profile 1- With Similar experience in similar role 2- Ok for virtual Sales profile. 3- Should have good communication skills. 4- Able to hold the conversation in English, Mal...

Virtual Relation Manager ( Chennai )Grade :- AM/DM Responsibilities Manage and nurture client relationships through virtual engagements Provide clients with personalized financial advice and solutions Identify opportunities to cross-sell banking products and services Respond promptly to client inquiries, providing exceptional customer service Collaborate with internal departments to ensure holistic client service Track and achieve sales targets and business objectives Maintain up-to-date knowledge of banking products and services Ensure compliance with regulatory and company policies during all interactions Qualifications Bachelor's degree in Finance, Business Administration, or related fiel...

* The candidate has to handle tie-up banks. * Regularly visiting all the branches across the territory * To build relationships with existing customer * Lead Closing * Handle the walk-in customer through tie-up Banks. * 100% lead provide Required Candidate profile * Qualification : Graduate * Experience : Min 1+ year of any Sales / Banking / Finance / Insurance sector * Age criteria : 21 to 37 Years * Good Communications Skills * Fresher's Can't Apply

Bajaj Capital Ltd is currently hiring for CRO across the Gurgaon with minimum of of experience in in Client Servicing, Up selling & Complaints Handling with proven track record. Roles and Responsibilities 1)In-depth knowledge of the Mutual fund product 2)To deliver a seamless client experience to the assigned as well as acquired clients by utilizing Client Service index. 3)To ensure progressive curve by up-selling the chosen Mutual Fund product basis assigned target. 4) To deliver a seamless client experience to the assigned as well as acquired clients by utilizing Client Service index. & Feedback funnel on a regular basis. 5) To deliver training on Importance of MF to WP batches, before han...

Job Description: - Serve our most affluent customers & drive growth by ensuring excellent engagement & customer service. Act as the primary point of contact and be responsible for initiating, building & maintaining deep relationships with these customers to address all their banking needs, products and servicing requirements. Fully own the book, growth and customer service KPIs for mapped portfolio Collaborate with product specialists and subject matter experts to provide tailored solutions that align with customers' specific requirements. Work with internal teams to drive on-ground innovation and bank's strategic initiatives. Demonstrate a solution-oriented mindset, ensuring seamless onboar...

* The candidate has to handle tie-up banks. * Regularly visiting all the branches across the territory * To build relationships with existing customer * Lead Closing * Handle the walk-in customer through tie-up Banks. * 100% lead provide Required Candidate profile * Qualification : Graduate * Experience : Min 1+ year of any Sales / Banking / Finance / Insurance sector * Age criteria : 21 to 37 Years * Good Communications Skills * Fresher's Can't Apply

Interested Candidates can share cv on Kli.tanaya-shelar@kotak.com or 8767179019 Virtual Relationship Manager Job Responsibilities: Responsible for generating revenue& business targets, through the team of bank VRMs mapped. Build rapport and provide quick responses/ solutions to bank stakeholders. Training & mentoring of the mapped bank VRMs/ Verifiers Drive sales targets through different initiatives (participation in morning hurdles, closing leads over calls, announce on-floor contests & recognize performers etc.) Other initiatives include conversion of the logged in cases, handling escalations, call quality evaluation etc. Job Specifications: Preferably MBA/ Graduation Skills: Good communi...

Virtual Relationship Managers act as the single point of contact for customers banking requirements and are responsible for cross-selling (assets) by exploring business opportunities from existing customers. Based in the Axis Virtual Centre, they sell loan products and services via remote digital media (phone, email), ensure efficient servicing, and create superior customer experiences. Key Responsibilities : Achieve revenue targets (IPG and cross-sell) from mapped customers Provide premium service to Burgundy portfolio CASA deepening, NTB lead generation, NDIAS services Up-selling, cross-selling, market updates Client outreach and relationship monitoring Fee income generation across Investm...

CSA /Telesales Executive Key Responsibilities: - Collect monthly retainer fees from clients on time. Acquire new clients using targeted leads. Collaborate with senior advocates to prevent client harassment. Facilitate quick settlements with officials and recovery agencies. Why Join Us? Fixed working hours - 10:20 AM - 6 PM (No overtime!). Light workload NO Cold Calling , Handle only 4-5 hot leads daily. Easily achievable targets Rewarding and realistic. Lucrative incentives Earn 5,000 to 10,000 monthly. Quick growth opportunities. Monopoly - there's nobody like us in the market. Skills: - Should have Experience of 6 months to 1 year in sales. Should have good communication skills and confide...

Job Opening: Virtual Relationship Manager (VRM) Life Insurance Sales Bank Partner: HDFC Bank Hiring Company: Leading Life Insurance Company CTC: 5LPA to 5.5LPA Location - Pune (wanowarie) Experience Required: 1-4 Years in life insurance Key Responsibilities: Handle outbound and inbound calls for life insurance product sales Develop and maintain strong relationships with HDFC Bank customers Achieve monthly and quarterly sales targets Understand customer needs and recommend suitable insurance products Maintain detailed records of interactions and follow-ups in CRM tools Coordinate with internal teams to ensure smooth policy issuance and servicing Desired Candidate Profile: Prior experience in ...

Virtual Relationship Manager Location: Mumbai What we need : Graduate with minimum 50% marks. Minimum 2 years of experience as an Virtual Relationship Manager (VRM) or similar role in banking. Strong communication, influencing, and negotiation skills. Proficiency in MS Office, CRM, and related tool s. Customer-first mindset and ability to thrive in a target-driven environment. Key Responsibilities Manage and strengthen customer relationships through outbound engagement. Cross-sell banking products and services to increase book value. Ensure compliance and quality standards in all customer interactions. Educate customers on digital platforms and alternate banking channels. Achieve business ta...

Walk- in Drive on 26th Sep'25 for Premier / Elite Virtual Relationship Manager at IndusInd Bank, Chennai (Karapakkam) Job Role : Achieve sales targets and providing Customer service by managing assigned portfolio of customers for the Bank through phone. Achieving the Business targets assigned in terms of cross selling, enhancing and upgrading the relationships. Effectively service, outbound calls to customers. Sales targets spread across Liabilities, Retail Assets, Forex, Credit Cards, Online trading etc. Requirements: Any Graduate or Post Graduate 1 - 5 years experience in BPO Sales, Phone Banker would be preferred. Multilinguistic candidates are preferred. Excellent communication skills Su...

Role Overview We are seeking a dynamic and result-oriented Virtual Relationship Manager to join our team. The role involves engaging with potential partners, generating leads, and acquiring Independent Financial Advisors (IFAs). The ideal candidate should have prior experience in sales/relationship management, with excellent communication and networking skills. Key Responsibilities Conduct cold calling to prospective IFAs and other financial intermediaries. Generate qualified leads through effective prospecting and relationship building. Drive acquisition of new IFAs and onboard them onto the companys platform. Maintain and grow strong working relationships with IFAs to enhance engagement. M...

Role & responsibilities Good in conversing with customers This will be a role which will include 95% calling Coordinating with Internal Team's - Branches, OPS, accounting etc Convincing customers for Loans Maintaing data Basic excel knowlege for data handling Preferred candidate profile

This is permanent job on roles of the Banking Industry with fixed salary + high incentives. Be part of fastest growing digital sales channel in financial services industry.Freshers with communication skills also can apply Job Grade: Assistant Manager

Job Description: - Serve our most affluent customers & drive growth by ensuring excellent engagement & customer service. Act as the primary point of contact and be responsible for initiating, building & maintaining deep relationships with these customers to address all their banking needs, products and servicing requirements. Fully own the book, growth and customer service KPIs for mapped portfolio Collaborate with product specialists and subject matter experts to provide tailored solutions that align with customers' specific requirements. Work with internal teams to drive on-ground innovation and bank's strategic initiatives. Demonstrate a solution-oriented mindset, ensuring seamless onboar...

Virtual Relation Manager ( Chennai )Grade :- AM/DM Responsibilities Manage and nurture client relationships through virtual engagements Provide clients with personalized financial advice and solutions Identify opportunities to cross-sell banking products and services Respond promptly to client inquiries, providing exceptional customer service Collaborate with internal departments to ensure holistic client service Track and achieve sales targets and business objectives Maintain up-to-date knowledge of banking products and services Ensure compliance with regulatory and company policies during all interactions Qualifications Bachelor's degree in Finance, Business Administration, or related fiel...

Role & responsibilities To engage regularly with the customer as defined by contact policy and provide a consistent and a superior digital experience ensuring that customer get word class services and their needs are understood and met through financial products that the bank has to offer. To enhance customer relationship and while doing so educate, encourage and introduce the customer to use the digital medium banking transaction/ needs, while keeping a "window" to talk to the bank whenever customer needs . Responsible for meeting the scorecard targets and portfolio benchmarks set and that all guidelines and regulatory requirements are followed.

Virtual Relation Manager ( Navi Mumbai)Grade :- AM/DM Responsibilities Manage and nurture client relationships through virtual engagements Provide clients with personalized financial advice and solutions Identify opportunities to cross-sell banking products and services Respond promptly to client inquiries, providing exceptional customer service Collaborate with internal departments to ensure holistic client service Track and achieve sales targets and business objectives Maintain up-to-date knowledge of banking products and services Ensure compliance with regulatory and company policies during all interactions Qualifications Bachelor's degree in Finance, Business Administration, or related f...