Assistant Sales Manager - Virtual Relationship Manager - Chandigarh

Job Overview

This role is for Virtual Relationship Managers (VRMs) who oversee a dedicated portfolio of Preferred customers. These clients consistently maintain a monthly average balance exceeding 200,000 INR and hold fixed deposits of at least 1,500,000 INR with the bank. The VRMs, who are experienced phone bankers typically with 6 to 8 years of background in sales, leverage their strong relationships to cross-sell third-party financial products. Each VRM manages around 10 lakh customers and is accessible via a dedicated landline number for client communication.

Key Responsibilities

• Maintain and nurture long-term relationships with preferred banking customers.
• Utilize dedicated landline communication channels to respond to client inquiries and foster trust.
• Leverage customer relationships to identify and promote third-party product sales opportunities.
• Coordinate closely with tele-calling teams for lead generation and lead closure.

Candidate Requirements

• Minimum of 2 years of experience in life insurance sales.
• Background in NBFC or banking sales is preferred.
• Age should not exceed 30 years.
• Open to male and female applicants.

Additional Information

Tele-callers generate 3 to 4 leads daily from existing bank customers, which are then shared with BSLI team members for follow-up. Selected candidates will be expected to personally engage with these leads, provide detailed product briefings, and work towards converting leads into sales. Building strong rapport with VRM tele-calling personnel is critical to maximizing lead acquisition.