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Virtual Relationship Manager

Virtual Relationship Manager

Youstrong

3 - 6 years

3 - 7 Lacs

thane

Posted:1 month ago| Platform:

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Skills Required

retail banking complaints resolution inbound calls communication skills liabilities saving account mutual funds cross selling insurance sales credit cards loan sales customer relationship upselling net banking account opening casa sip current account fd investment crm

Work Mode

Work from Office

Job Type

Full Time

Job Description

Virtual Relationship Manager Retail Banking

IDFC First Bank | Hiranandani Business Park, Thane (Mumbai)

Virtual Relationship Managers

Roles & Responsibilities

Manage and deepen customer relationships via regular calls/video meetings.
Drive CASA growth (Current & Savings Accounts) and acquire new clients.
Cross-sell banking products (credit cards, loans, insurance, SIPs, investments).
Promote digital banking adoption (Mobile/Net Banking, Optimus App).
Handle customer queries/complaints as per NPS service standards.
Coordinate with internal teams to ensure smooth asset & trade transactions.
Achieve daily calling target of 200 calls and monthly sales scorecard goals.
Onboard eligible customers to the Relationship Banking (RB) program.

Key Skills

Retail Banking, Liabilities, CASA, Current & Savings Accounts, Deposits, Cross Sell, Digital Banking, Customer Relationship Management, Complaint Resolution, Credit Cards, Loans, Insurance, SIP, Investments, Wealth Management, Telecalling, Sales Orientation, MS Office, CRM Tools

Candidate Requirements

Graduate (mandatory) – Commerce, Finance, Management preferred
Postgraduate (MBA/PGDM in Finance/Marketing/Banking) preferred
Minimum 3 years of Retail Banking / Liabilities experience
Strong communication & interpersonal skills
Customer-focused, sales-driven, tech-savvy
Maximum Age: 28 years

Compensation & Benefits

Salary Range: 3.6 LPA – 7.5 LPA (as per market standards & experience)
Full-Time, Permanent Role
Payroll: IDFC First Bank

Work Mode & Location

In-office role
at Hiranandani Business Park, Thane

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