Virtual Relationship Manager

2 - 7 years

3 - 6 Lacs

Posted:-1 days ago| Platform: Naukri logo

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Work Mode

Work from Office

Job Type

Full Time

Job Description

Role & responsibilities

  • Make 80100 connected calls per day for lead qualification and conversions.
  • Understand customer requirements and recommend need-based Insurance and Mutual Fund products.
  • Explain product features clearly and close sales on the same call wherever possible.
  • Build trust and rapport with prospects to improve conversion rate.
  • Ensure timely follow-ups on interested leads to improve closure probability.
  • Coordinate with internal teams for complex cases or escalations when required.
  • Update CRM with accurate remarks, dispositions, and follow-up information.
  • Achieve daily and monthly sales and productivity targets.

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Bajaj Capital logo
Bajaj Capital

Financial Services

New Delhi

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