Find Jobs
Find Jobs Near You – Available Work in Your Location
Skip to job details
HB
HDFC Bank
Virtual RM-VRM
Career Insights for Financial Relationship Manager
See where this job fits in the broader career landscape. Knowing your career path helps you see what's possible from here.
Scorecard
Based on North Carolina data
Review key factors to help you decide if this role fits your goals. How is this calculated?
What they do
A Financial Relationship Manager maintains existing and develops new relationships with partner firms and customers for a financial services company. Acts as point of contact for clients to answer any questions on financial services and provide advice.
$153,916 / year median in North Carolina
-1% projected decline
Job Description
Job Title Virtual Relationship Manager Business Unit Virtual Relationship Banking Reporting To Virtual Relationship Banking Head Job Function and Role Type Sales, Individual Role Version No Job Purpose Engage regularly with customers to provide a superior digital experience and meet financial needs through bank products. Enhance customer relationships while promoting digital banking and achieving portfolio benchmarks. Key Responsibilities Customer Engagement Engage with portfolio customers per contact policy. Promote digital banking for superior service. Resolve customer queries accurately. Deepen relationships by cross-selling products. Achievement of Portfolio Parameters Meet defined portfolio objectives. Sales Cross-sell products based on customer profiling. Drive sales across all product segments. Generate income at the customer level. Interaction Quality Achieve defined quality benchmarks. Capture call interactions accurately. Audit and Service Quality Follow all systems and processes as per audit guidelines. Submit financial transactions accurately and on time. MIS - Reporting Submit customer base reviews and reports promptly.