Virtual Relationship Manager

Role Overview

The Virtual Relationship Manager will connect with current bank customers and potential customers through virtual channels to deliver a smooth and responsive service experience. The role focuses on strengthening high-net-worth individual (HNI) relationships, supporting customer needs, and identifying opportunities to offer suitable banking solutions.

Key Responsibilities

• Interact with customers and prospects virtually to ensure a seamless service journey.
• Grow and nurture existing HNI relationships while maintaining a strong quality of portfolio.
• Stay regularly engaged with assigned portfolio customers in line with the contact policy, and record all interaction details accurately and completely.
• Handle calls according to the expected service standards.
• Address customer service needs and work on deepening long-term relationships.
• Identify opportunities for cross-selling and upselling financial products and services.
• Support the development and upkeep of strong relationships with customers and clients.
• Explore new business opportunities and guide customers toward products or services that suit their requirements.

Experience and Profile

The bank is looking for someone with 2 to 6 years of client relationship experience, along with excellent communication and interpersonal abilities.

Qualification

Relevant client relationship background is required, and the candidate should bring strong people-handling and communication skills.