Virtual Relationship Manager

Job Overview

The Virtual Relationship Manager role involves managing a portfolio of customers to meet sales and service goals while adhering to risk standards. This position requires identifying business opportunities through customer portfolio reviews and ensuring high-quality service that aligns with customer expectations and bank policies.

Key Responsibilities

• Achieve assigned sales and service objectives maintaining acceptable risk levels.
• Continuously analyze customer portfolios to uncover potential sales or cross-selling opportunities.
• Manage designated customer relationships to appropriately address needs and deliver service per agreed terms.
• Complete all tasks with accuracy and within set deadlines, ensuring excellent service for internal and external customers following prescribed processes.
• Uphold the bank’s Staff Code of Conduct to promote a positive organizational image.
• Ensure all business bookings are processed as per procedures, observing due diligence for compliance with anti-money laundering and regulatory standards.
• Provide expert guidance and advice to customers to resolve queries and maximize satisfaction.
• Perform additional tasks as assigned by management to enhance departmental productivity.
• Efficiently manage the allocated portfolio to prevent delays or complaints.
• Ensure client communications and query handling adhere to internal processes and turnaround times.
• Collaborate closely to deliver accurate client request handling, aiming for zero errors.

Candidate Profile and Eligibility

• Possess a Bachelor's degree.
• Have at least two years of experience in banking or financial services with a primary focus on relationship management.
• Strong verbal and written communication abilities.
• Demonstrated sales expertise.
• Proven skill in relationship management.
• Good knowledge of banking processes and operations.