Virtual Relationship Manager

• Manage assigned customers virtually via calls, video meetings, emails, and chat platforms

• Understand customer needs and recommend suitable products/services

• Build long-term relationships to improve customer retention and loyalty

• Cross-sell and up-sell products such as banking, insurance, loans, or digital services

• Resolve customer queries and coordinate with internal teams for issue resolution

• Achieve monthly/quarterly sales and service targets

• Maintain accurate customer records and interaction logs in CRM systems

• Conduct follow-ups and ensure timely closure of leads

• Ensure compliance with company policies and regulatory guidelines

Required Skills & Qualifications

• Graduate in any discipline (MBA preferred)

• 05 years of experience in sales, customer relationship management, or tele-relationship roles

• Strong communication and interpersonal skills

• Ability to build rapport and trust over virtual channels

• Good knowledge of CRM tools and MS Office

• Target-oriented and customer-focused mindset

• Ability to work independently in a virtual environment

Preferred Experience

• Experience in banking, fintech, NBFC, insurance, or e-commerce sectors

• Prior experience as Relationship Manager, Tele-RM, or Customer Success Executive