12 Virtual Relationship Jobs

- Tele Sales Channel / inside sales - Handling auto / Health Insurance - Handing a tele sales team and drive business to achieve the target - Need to get business from mapped executives - Build good relationship with channel partner & customer Required Candidate profile - 6 months experience in GI products Sales - Good communication and relationship skills - Excellent knowledge of financial investment products - Ready to work under target pressure / leading team Perks and benefits Monthly travel allowance and incentives

Prudent Corporate Advisory Services Ltd is urgently hiring for the post of Virtual Relationship Manager . Location : Mumbai- Andheri Key Responsibilities: Partner Engagement: Build and maintain a strong virtual relationship with the assigned partners (Mutual Fund Distributor) Business Development: Activate the partner across mutual fund products and other products Sales Support: Coordinate with various stakeholders, operations, product, etc, to resolve partner issues and ensure seamless service delivery. Reporting and CRM: Maintain accurate partner interaction records and business pipeline in CRM systems. provide weekly / Monthly reports on partner activity. Skills: Good Communication skills in English + regional languages (E.g., Hindi, Gujarati, Marathi, etc) Planning and organization skills Sales and Influencing Skills Strong Follow-up skills Qualification & Experience : Graduate/ Postgraduate in finance /marketing or related fields 1-2 years of experience in mutual fund, AMC, distribution business or financial services Prior exposure to the B2B Partner business will be an added advantage What we offer : Competitive Salary with attractive performance incentives Training and development across product, process, and skills building. Exposure to best-in-class technology platforms A Great work culture that fosters Collaboration, learning, and growth Interested candidates can share their updated resume on career@prudentcorporate.com

Greetings from Kotak Life Insurance, Urgent openings at Kotak Life Insurance in VRM Channel - Virtual Relationship Manager. Interested candidates can share their Resumes on kli.sana-qureshi@kotak.com or whatsapp on 7558602361. Location: Hyderabad. Role & responsibilities :- -Revenue & Business Target Achievement:* Drive and monitor revenue targets by managing a team of mapped bank VRMs. - Stakeholder Engagement: Build and maintain effective relationships with bank partners; provide prompt resolutions and proactive communication. - Team Training & Mentorship: Continuously coach, guide, and support the mapped VRMs/Verifiers to enhance sales efficiency and customer handling skills. -Sales Initiatives & On-Floor Activities: Energize the team through participation in daily huddles, call-based lead closures, on-floor contests, and recognition of high performers. - Conversion & Escalation Management: Focus on conversion of logged-in cases, address customer/bank escalations swiftly, and ensure process adherence. - Call Quality Monitoring: Regularly evaluate call quality and provide constructive feedback to improve customer interactions and compliance. Skills Required- - Excellent communication and interpersonal skills - Strong team management and mentoring capabilities - Target-driven approach and problem-solving mindset - Ability to work with cross-functional teams and handle pressure Preferred candidate profile - Graduation is a must(Any Graduation) -Communication Skills: Excellent verbal and written communication skills, with the ability to interact effectively with customers over the phone and through digital channels.

Mirae Assest Capital Market !! Designation:- Relationship and Feedback Manager Location:- Mumbai ( Kurla) * CTC :- As per market std Experience:- Minimum 2 years experience in VRM, Sales Mutual fund and banking products Note:- Candidates Should have NISM 5A Certificate We are seeking a proactive and results-driven Telecaller cum Relationship and Feedback Manager (RFM) to join our B2B sales team. In this role, you will be responsible for both outbound calling to prospective clients and nurturing relationships with new leads to gather valuable feedback. The ideal candidate should possess excellent communication skills, a strong Sales orientation, and the ability to multitask effectively. Note-: 1.)Conduct outbound calls to potential B2B leads to introduce our products/services and generate leads. 2.)Build and maintain strong, long-lasting customer relationships with existing clients. 3.)Serve as the primary point of contact for client inquiries, concerns, and feedback. 4.)Collect and analyze feedback from clients to identify areas for improvement and relay insights to the relevant teams. 5.)Collaborate with the sales team to achieve sales targets and ensure client satisfaction. 6.)Update customer information and interactions in the CRM system. 7.)Stay informed about industry trends, market activities, and competitors. Contact : 8788586682

Roles and Responsibilities Manage virtual relationships with clients through phone calls, emails, and other digital channels. Identify new business opportunities and convert them into sales leads by upselling and cross-selling life insurance products. Develop strong communication skills to effectively handle customer queries and concerns. Desired Candidate Profile 1-3 years of experience in BFSI sales, telesales, telecalling, bancassurance sales, banca sales, or insurance sales. Strong understanding of life insurance products and services offered by various companies. Excellent communication skills with ability to build rapport with customers over phone calls.

Key Responsibilities: Contact potential or current customers to present Club Mahindra membership benefits. Reach out to fresh, churned, and cold leads to convert them into sales, collect downpayments, log sales, and update systems. Achieve monthly targets for unit sales and revenue. Make daily sales calls, meet connected call quotas, and diligently follow up on cases. Handle any customer escalations effectively (if any). Encourage existing customers to upgrade to longer membership tenures, generate referrals, and finalize sales. Competencies / skills required: Demonstrated experience as a comprehensive sales executive, both in inside sales and field sales. Proven history of consistently achieving sales targets, ideally in a virtual setting (Inside Sales). Capacity to understand and effectively communicate details of the product and service to prospect customers, facilitating sales closure. Calm demeanor capable of managing rejection professionally. Exceptional negotiation skills with an ability to resolve issues and address complaints. Team-oriented mindset with the capability to thrive in high-pressure environments. Experience & Desired Qualifications required: 2+ years of work experience from Travel/Hotel/Tourism industry with minimum 1 year experience in Direct Sales (B2C Sales). Proficient in communication with exceptional people skills.

Roles and Responsibilities Manage virtual relationships with existing clients through regular communication, ensuring high levels of customer satisfaction and retention. Identify new business opportunities by cold calling, telecalling, and lead generation to drive sales growth. Develop strong selling skills to meet targets set by the organization, utilizing effective communication strategies for successful client interactions. Provide excellent customer support through timely resolution of queries and issues via phone calls or emails. Desired Candidate Profile 1-5 years of experience in banking sales, business development, or a related field. Strong convincing power and ability to build rapport with customers over phone calls. Excellent communication skills for effective interaction with clients at all levels.

Job Responsibilities- Sale of Health policies through tele sales and virtual meetings. Recruit, train agents and generate business from them. Responsible for licensing and tracking activation of the same regularly. Handling the health retail product. Maintaining relationships with the health agents. Coordinating with other departments such as U/W, Claims, & Operations. To meet agents, Lead Providers, intermediaries on a regular basis and maintaining records of the same in a planned manner. Training & motivating the health agents to qualify contests and thus bring in incremental business.

Virtual Acquisition Manager NRI Bangalore (ONLY MALE CANDIDATES) Location : Whitefield Bangalore Shift : Night Shift Contact : Ganesa Subramanian Whatsapp : 8056659888 (share your resume) Good English communication About OCC: Outbound Contact Center engages with the Axis Bank customers and prospects, virtually, through digital media to provide a seamless experience to customers while fulfilling their service requirements and using the opportunity to provide financial solutions via cross-sell and upsell. The Outbound Contact Centre supports the respective Line of Business to achieve and exceed dial targets through effective use of communication skills and envisages to provide a differential customer experience About the Role: The Virtual Acquisition Manager (VAM) uses business acumen, operational knowledge and impactful client interactions to identify and deliver the right product solution to prospective customers and explore other cross-sell opportunities to them. The Virtual Acquisition Manager (VAM) needs to be proficient in the core NTB liability product being offered andpossess working knowledge of Retail Asset products, Banking operations, Investment options and Cardproducts Key Responsibilities Manage the liability product acquisition thru leads from digital channel and propensity bases, delivering our prospective liability clients a superior customer experience. Acting as a single point of contact till the customer is on boarded. Achieve the monthly assigned business targets through effective conversion ratio, right product mix, defined average sourcing value and cross-sales generating fee income across investment, assets and cards. Effectively utilize all applications, tools, and databases used to process transparent end to-end client support. Proficient with systems related to Banking transactions and services Strictly adhere to the internal control policies and ensure that the organization's activities are carried out in accordance with the set guidelines Qualifications: Optimal qualification for success on the job is: Graduate or Post graduate from a recognized institution. 2- 5 years relevant role/ BFSI sector. Role Proficiencies: For successful execution of the job, the candidate should possess the following: Proficiency in systems related to Banking transactions and services. Good communication skills in both English and local language. Excellent lead generation and conversion skill. Ability to handle pressure and meet deadlines. Ability to successfully work as a part of a team. High sales orientation to meet the sales targets consistently. Teamwork, verbal and written excellence, resilience and highly motivated for developing a new department.

Roles and Responsibilities Manage relationships with existing clients to increase sales and cross-sell products. Identify new business opportunities through telecalling and virtual relationship management. Develop and maintain a strong understanding of client needs to provide tailored solutions. Meet or exceed monthly targets for sales performance. Desired Candidate Profile 1-3 years of experience in BFSI industry, preferably in Banca or Branch Banking. Strong knowledge of Sales Life Insurance, VRM (Virtual Relationship Management), Telecalling, Cross Selling, and B2B sales principles. Excellent communication skills with ability to build rapport with clients over phone calls.

Job Description - Virtual Relationship Manager - IFA Job Summary The role involves building AUMs and SIP book through servicing and managing Independent Financial Advisors (IFAs) or Distributors based out of various remote locations spread across the country through Tele-Engagement. The responsibilities shall include activating inactive IFAs and empanelling fresh ones. Roles & Responsibilities Core Role: Enhancing our market share by building AUM and SIP book • Increasing the depth of the relationship through multiple need-based products • providing adequate support and service along with various required statements • Activate fresh empanelled distributors, who are currently inactive • Empanelling fresh distributors Day to Day Responsibilities: • Reaching out to Around 25-30 distributors per day • Conduct trainings and presentations on our value-added offering • Ensure adherence to regulatory framework Key Deliverables Building AUMs through the right product mix and controlling net sales • Activate inactive clients through building relationships • Preventing client attrition

Job Overview: We are looking for dynamic and customer-focused professionals to join our Virtual Relationship Management team. The role involves managing client relationships remotely, offering financial products, and ensuring excellent service delivery across assigned regions. Key Responsibilities: Manage a portfolio of clients via phone, video calls, and digital platforms. Offer investment and insurance products tailored to client needs. Maintain and deepen relationships by offering consistent, high-quality service. Generate leads and convert cross-selling opportunities from tele-calling and digital channels. Ensure timely follow-ups and client servicing. Adhere to compliance and regulatory guidelines during all customer interactions. Update customer records and maintain MIS reports accurately. Required Experience: Minimum 1 year of experience in financial sectors Exposure to roles such as telecalling, lead generation (especially for life insurance), financial planning, or sales support. Educational Qualifications: BBA/MBA or equivalent qualification. Preferred Skills: Excellent communication and interpersonal skills. Customer-centric approach with a problem-solving attitude. Comfortable working from an office set-up. Ability to manage time and multitask effectively. Proficiency in regional language(s) will be an added advantage. If any candidate is interested. Please reach out to Mail id : harini.sree@bajajcapital.com , Ph-No : 6381629673