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Virtual Relationship Manager

Fresher   Haryana   22 Aug, 2025
PluginLive Technologies Private Limited
Job LocationHaryana
EducationNot Mentioned
SalaryNot Disclosed
IndustryBFSI
Functional AreaNot Mentioned
EmploymentTypeFull-time

Job Description

    As a Digital Relationship Manager (DRM) at our organization, your primary role will involve engaging with customers through various virtual channels like phone calls, emails, and digital platforms to offer personalized financial solutions. You will focus on promoting and selling a diverse range of banking products, with the aim of increasing CASA balances, fixed deposits, and cross-selling unsecured loans, credit cards, lines of credit, and other investment opportunities.Your responsibilities will include:Customer Engagement & Relationship Building:- Act as a financial advisor catering to Savings & Current Account (SA) customers, providing tailored services and solutions.- Strengthen and nurture relationships with existing clients through regular interactions such as calls, emails, and personalized communication.- Offer timely information on interest rates, exchange rates, and relevant financial products.Cross-Selling & Revenue Generation:- Drive cross-selling efforts by recommending suitable banking and third-party products to fulfill customer needs and enhance wallet share.- Identify and profile potential clients for customized product offerings to increase product penetration.Customer Support & Query Resolution:- Address customer inquiries over inbound calls promptly, accurately, and with a focus on resolving issues in the first call.- Educate customers about the banks digital banking services to enrich their overall banking experience.Target Achievement & Performance:- Meet and surpass quarterly sales and business targets set by the organization.- Maintain high-quality standards in customer communication and service delivery consistently.Requirements:- Education: Bachelors degree in any discipline.- Experience: 1-6 years of total sales experience, preferably in virtual banking services or the financial industry.- Communication: Proficient in conversational and written English.- Sales Skills: Demonstrated persuasive skills with a customer-centric approach and a proven track record of achieving sales goals.- Technical Proficiency: Familiarity with CRM systems and digital sales tools, with the ability to navigate through different tools to assist clients effectively.- Interpersonal Skills: Capable of building rapport with clients and delivering exceptional service.- Self-Motivation: Proactive, self-directed, and comfortable working independently in a virtual setup.Joining our team at IndusInd Bank offers a stimulating opportunity to operate in a dynamic virtual environment, enabling you to engage with customers nationwide and drive significant financial outcomes. If you are enthusiastic about sales, relationship management, and providing exceptional customer experiences, we look forward to hearing from you.This position is full-time with the requirement to be based in Gurugram, Haryana. Preferred candidates should be able to commute or relocate to the mentioned location. For application, please provide details regarding your current CTC, notice period, and any prior experience in Banking/NBFC Sales.Education: Secondary (10th Pass) is preferred.Experience: At least 1 year of experience in sales is preferred.Job Type: Full-time,

Keyskills :
Customer EngagementRelationship BuildingRevenue GenerationCustomer SupportQuery ResolutionTarget AchievementPerformanceTechnical ProficiencyInterpersonal SkillsCrossSellingSales Skills

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