Virtual Relationship Manager (VRM)

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Job Objective:

Efficiently connect with assigned leads, improve the quality of client interactions, and drive onboarding conversions through timely communication and relationship building.

Key Responsibilities:

• Lead Engagement:

• Ensure all assigned leads are contacted within 24 hours of assignment.
  
• Drive high connection rates through effective outreach via phone, email, and virtual channels.
  
• Follow up and nurture prospects to maintain engagement and move them through the funnel.
  

• Meeting Conversion & Management:

• Convert a significant portion of contacted leads into scheduled meetings.
  
• Minimize lead-to-meeting turnaround time.
  
• Ensure timely execution of scheduled meetings with minimal rescheduling.
  
• Deliver impactful virtual meetings that address client needs and highlight the benefits of gold investment solutions.
  

• Objection Handling & Documentation:

• Log all client objections or reasons for rejection in the CRM to support internal feedback and improvement efforts.
  
• Collaborate with internal teams to analyze feedback trends and contribute to refinement of the lead conversion process.
  

• Conversion & Onboarding:

• Drive client onboarding post-meeting by ensuring clarity, support, and timely follow-through.
  
• Validate lead quality through successful conversions and provide feedback to the lead generation team.
  

• Reporting & CRM Management:

• Maintain detailed and accurate records of interactions, meeting outcomes, and conversion status in the CRM.
  
• Provide regular updates to the Distribution Head on progress, challenges, and improvement areas.
  

Requirements:

• Bachelors degree in Business, Marketing, Finance, or a related field.
  
• 2+ years of experience in tele sales, virtual relationship management, or customer-facing roles.
  
• Strong communication and interpersonal skills.
  
• Ability to multitask and manage time effectively.
  
• Proficiency with CRM tools and virtual meeting platforms.
  
• Self-motivated, goal-oriented, and detail-oriented.
  

Preferred Skills:

• Experience in financial services, gold investment, fintech, or onboarding-intensive environments.
  
• Fluency in multiple regional languages.
  
• Strong analytical mindset and problem-solving approach.