Virtual Relationship Manager - Voice process

Key Responsibilities:

• Handle daily inbound and outbound customer calls to manage relationships and respond to inquiries.
• Provide banking product information such as savings accounts, loans, credit cards, fixed deposits, and insurance.
• Actively engage with customers to cross-sell and up-sell financial products based on their needs.
• Build rapport and develop trust-based relationships with customers remotely.
• Achieve assigned targets for product sales, service quality, and customer retention.
• Handle service requests, complaints, or transaction support as per bank policy.
• Record all interactions in CRM systems and maintain accurate records.

Eligibility & Requirements:

• Qualification: Graduate in any discipline (B.Com, BBA, BA, B.Sc., etc.).
• Freshers are welcome; prior experience in banking or BPO voice processes is a plus.
• Fluent in English and at least one regional language (Hindi, Tamil, Telugu, etc.).
• Excellent verbal communication and persuasive skills.
• Knowledge of basic banking terms, financial products, and customer handling.
• Comfortable working with targets and deadlines.

Preferred Skills:

• Sales-oriented mindset with relationship management skills.
• Good listening ability and objection-handling techniques.
• Experience using CRM or core banking systems is an advantage.
• Ability to multitask and handle high call volumes.