Virtual Relationship Manager Job Vacancies in Thane

We are seeking dynamic and experienced female professionals to join our team as Virtual Relationship Managers (VRM) at Aditya Birla. The ideal candidate will have a strong background in the BFSI sector, excellent communication skills, and a deep understanding of investment and insurance products.

Key Responsibilities:Engage with clients through outbound and inbound calls to provide financial solutions.Promote and sell investment and insurance products, including mutual funds, stocks, and trading services.Maintain and nurture client relationships to ensure customer satisfaction and retention.Achieve sales targets and contribute to the overall growth of the organization.Provide accurate information and guidance on financial products and services.Qualifications:Gender: Female candidates only.Experience: Minimum 1 year of experience in a call center role within the BFSI sector (NBFCs, banks, insurance, mutual funds).Communication Skills: Proficiency in English with a Versant score of 5.Product Knowledge: Strong understanding of investment and insurance productsPreferred Skills:Experience in outbound sales or customer service roles.Ability to handle customer queries and provide effective solutions.Strong interpersonal and negotiation skills.Proficiency in using CRM software and other sales tools.

Job Title: Virtual Relationship Manager (VRM) Female Candidates Only.Salary: Up to 4.5- 5.5 LPA.Job Description:We are seeking dynamic and experienced female professionals to join our team as Virtual Relationship Managers (VRM) at Aditya Birla. The ideal candidate will have a strong background in the BFSI sector, excellent communication skills, and a deep understanding of investment and insurance products.Key Responsibilities:Engage with clients through outbound and inbound calls to provide financial solutions.Promote and sell investment and insurance products, including mutual funds, stocks, and trading services.Maintain and nurture client relationships to ensure customer satisfaction and retention.Achieve sales targets and contribute to the overall growth of the organization.Provide accurate information and guidance on financial products and services.Qualifications:Gender: Female candidates only.Experience: Minimum 1 year of experience in a call center role within the BFSI sector (NBFCs, banks, insurance, mutual funds).Communication Skills: Proficiency in English with a Versant score of 5.Product Knowledge: Strong understanding of investment and insurance products.Preferred Skills:Experience in outbound sales or customer service roles.Ability to handle customer queries and provide effective solutions.Strong interpersonal and negotiation skills.Proficiency in using CRM software and other sales tools.Compensation:Competitive salary up to 5.5 LPA, based on experience and qualifications.Performance-based incentives and bonuses.Comprehensive benefits package, including health insurance and retirement plans.

Job Title: Virtual Relationship Manager Location: ThaneCertification: NISM Series V-A (Mutual Fund Distributors) or NISM Series VIII (Equity Derivatives) is mandatoryRole Overview:This role is responsible for managing the retail channel (MFD/IFA segment) of the mutual fund business through virtual/telephonic engagement. The candidate will drive business growth by managing distributor relationships remotely and providing support and product guidance via digital channels.Key Responsibilities:Manage and engage a portfolio of MFDs/IFAs through calls, emails, and virtual meetings.Drive mutual fund sales by providing product recommendations and market updates.Conduct virtual presentations and training sessions for distributors as needed.Track business performance, ensure follow-ups, and maintain relationship health.Stay informed about local market trends to guide distributor conversations.Take ownership of assigned partners and ensure consistent engagement and growth.Requirements:Minimum 1 year of experience in a VRM or tele-based role within BFSI.Must hold NISM 5A or NISM 8 certification.Strong communication, persuasion, and relationship management skills.Comfortable working in a fast-paced, target-driven environment.

1. Serve our most affluent customers & drive growth by ensuring excellent engagement & customer service2. Act as the primary point of contact and be responsible for initiating, building & maintaining deep relationships with these customers to address all their banking needs, products and servicing requirements.3. Fully own the book, growth and customer service KPIs for mapped portfolio4. Collaborate with product specialists and subject matter experts to provide tailored solutions that align with customers' specific requirements5. Work with internal teams to drive on-ground innovation and bank's strategic initiatives6. Demonstrate a solution-oriented mindset, ensuring seamless onboarding onto Mobile/Net Banking platforms, facilitating Bill Pay services, promoting SIP, Insurance, and Investment solutions, as well as facilitating Retail, SME Loans and other pertinent banking programs7. Enforce strict adherence to the bank's policies and regulatory compliance measures8. Provide assistance during audits, ensuring conformity to internal and external regulations and guidelines

Portfolio Management over CallCustomer Support/ServiceCross Sales and Upselling of Bank ProductsAchievement of Daily KRA and Monthly SOPExcellent English fluency is preferredDedicated, Punctual and Smart Telesales/Telecalling/Voice process candidatesCandidates from Sales Background are Welcome who are willing to work from Ghodbunder Road, Thane West on a Voice Process.CTC Offered - 3.75 LacsBelow details are required :# Updated Resume/CV# Current CTC # Expected CTC# Notice Period# Reason for Job Change# Current Location/Address Wish you all the very bestRegardsVishnu Narayan Tripathi

Our Client is a leading Bank have started a journey to disrupt & revolutionize the personal banking experience; we want to create the countrys best digital-led engagement vertical to service and engage our most premium customers. This engagement vertical will be enabled by many industry-first people & tech capabilities advanced customer analytics, unified communications suite, access to 3600 product & servicing suite, hyper-personalization and Generative AI. We are looking to hire dynamic, well-rounded personal banking relationship managers for this business vertical.Responsibilities1.Serve our most affluent customers & drive growth by ensuring excellent engagement & customer service2.Act as the primary point of contact and be responsible for initiating, building & maintaining deep relationships with these customers to address all their banking needs, products and servicing requirements.3.Fully own the book, growth and customer service KPIs for mapped portfolio4.Collaborate with product specialists and subject matter experts to provide tailored solutions that align with customers' specific requirements5.Work with internal teams to drive on-ground innovation and bank's strategic initiatives6. Demonstrate a solution-oriented mindset, ensuring seamless onboarding onto Mobile/Net Banking platforms, facilitating Bill Pay services, promoting SIP, Insurance, and Investment solutions, as well as facilitating Retail, SME Loans and other pertinent banking programs7.Enforce strict adherence to the bank's policies and regulatory compliance measures8.Provide assistance during audits, ensuring conformity to internal and external regulations and guidelinesQualificationsVirtual RMs from peer banks handling HNI and Ultra HNI customersBranch Banking RM ( Field )Customer service executives in global banks based in India handling sales and serviceWealth Management and InsuranceOther sectors Hospitality, Real estate, Ed Tech etc

We are Urgently Looking for Virtual Relationship Manager. portfolio Management drive Growthclient Engagement product Booking