Virtual Relationship Manager Job in Invest4edu Private Limited

About the role

About the Role:

We are seeking a dynamic and results-oriented individual to lead our Virtual Relationship Manager team. This role is essential in driving customer satisfaction, revenue growth, and operational efficiency through exceptional virtual relationship management. The successful candidate will possess strong leadership, communication, and problem-solving skills, with a proven track record in the Financial Services.

Key Responsibilities:

Team Leadership:

• Recruit, hire, train, and develop a high-performing team of Virtual Relationship Managers.
• Set clear performance expectations, provide ongoing coaching and feedback, and recognize and reward top performers.
• Foster a positive and collaborative team culture that emphasizes customer focus and teamwork.

Customer Relationship Management:

• Oversee the delivery of exceptional customer service through multiple virtual channels (phone, email, chat).
• Build and maintain strong customer relationships by understanding customer needs and providing tailored solutions.
• Identify opportunities to deepen customer relationships and increase customer loyalty.

Sales and Business Development:

• Develop and execute sales strategies to achieve revenue targets and cross-sell bank products and services.
• Analyze customer data to identify sales opportunities and tailor sales pitches accordingly.
• Monitor team performance against sales targets and implement corrective actions as needed.

Operational Excellence:

• Ensure adherence to all bank policies, procedures, and compliance regulations.
• Monitor team performance metrics and identify areas for improvement.
• Implement process improvements to enhance efficiency and productivity.

Quality Assurance:

• Conduct regular quality assurance reviews to ensure customer satisfaction and compliance.
• Identify and address quality issues, providing coaching and training as needed.

What you will need to have

Qualifications:

• Proven leadership experience in a customer-centric environment.
• Strong knowledge of banking products and services.
• Excellent communication and interpersonal skills.
• Ability to build and maintain strong customer relationships.
• Strong analytical and problem-solving skills.
• Proficiency in CRM and other relevant software applications.
• Bachelor s degree in business, finance, or related field preferred.

Desired Skills:

• Knowledge of digital banking / investment channels and technologies - Preferred
• Strong sales and negotiation skills.
• Ability to thrive in a fast-paced, dynamic environment.
• If you are a passionate and results-oriented leader with a proven track record in customer relationship management, we encourage you to apply.

Our Values

Make It Happen

We strive to deliver results with the highest impact and are committed to following through. We continuously optimise through collaboration to achieve the best collective outcomes.

Be Proactive

We seize the initiative and are always looking for continual improvement, for ourselves, our team and the cities we serve. We relish the chance for action even if it leads us outside of our normal scope.

Trust Facts Over Opinions

Our decisions are evidence-based. We assess situations fairly, wherever possible using reason and logic rather than unverified opinions.

Stay Curious

We ask questions, challenge assumptions, learn from mistakes and are ready to leave behind what we thought we knew.

Do More With Less

We understand that both time and resources are finite. We balance our priorities and think strategically about how we can maximise our impact and the return on investment.

If you are passionate about making a real-time impact and want the opportunity to play an instrumental part in our growth story, we want you riding for our team!