Virtual Relationship Manager

Roles and Responsibilities :

• Manage a portfolio of high net worth individual (HNI) clients for BFSI products such as home loans, CASA deposits, and other financial services.
• Develop and maintain strong relationships with existing HNI clients to increase sales revenue through cross-selling opportunities.
• Identify new business prospects within the HNI segment and develop strategies to acquire new customers.
• Collaborate with internal teams to resolve client queries and issues in an efficient manner.

Job Requirements :

• 1-7 years of experience in banking sales, BFSI sales, or related fields.
• Strong understanding of HNI sales principles and practices.
• Proven track record of success in managing high-value accounts or selling complex financial products like home loans.