Scope of the Role
As a Virtual Relationship Manager build a relationship with classic customers through virtual modes & ensure optimum customer acqusition ,retention and income generation from sales of all appropriate assets,liability, mutual funds ,insurance & other TPP products of the bank.
Job Description
- Ensure retention of customers
- Develop & maintain relationships with classic customers to ensure their portfolio management needs are met.
- Generation of refferals from database.
- Responsible for cross sell & enhancing relationship with existing customers.
- Keep up to date with changes in the financial markets & regulations.
- Analyze market trends and make recommendations to customer on portfolio adjustments.
Ideal Candidates
Looking for a candidates with excellent communication skills with 1 or 2 years of sales experience in banking, insurance ,securities, Mutual fund or from timeshare or telecom industry can also be considered for the role . Freshers can also apply for the role.