The Senior Virtual Relationship Manager (SVRM) Team Lead will manage a team of RMs, serving as the key digital bridge between the bank and its SME clients. The role involves driving proactive client engagement, overseeing seamless onboarding and post-onboarding support, and ensuring tailored financial solutions. The Team Lead will be accountable for his own and the team’s performance, client satisfaction, and revenue growth, while ensuring compliance and fostering a customer-centric, tech-driven digital banking experience.
SVRMs are pivotal in driving customer-centric growth and loyalty through regular client interactions, below provided are the key focus areas for the VRM’s
- Lead Management & Drop-off Handling (New Acquisition)
- Managing NSTP Scenarios
- Assisted client onboarding
- Client Servicing & Complaints Handling
- Cross-Sell (within 3 Months on Books)
- Portfolio Management
• Strong sales knowledge & market trends/investments/ Financial Market Knowledge.
• Strong Interpersonal skills and cultural sensitivity
• Relationship Management & Networking skills. Extrovert/Amiable personality
• At least 5-7 years’ experience in a similar job.
• Self-Motivated and positive attitude.
• Analytical and numeric skills.
• Problem resolution skills.
• Ability to work under pressure and think on his/er feet.
• Dynamic, result-oriented approach to work.
