Virtual Relationship Manager - BB Liabilities

About the Role

As a Virtual Relationship Manager, you will be responsible for managing a portfolio of customer relationships, ensuring that clients receive top-tier service and tailored solutions to meet their financial needs. You will act as the primary point of contact for customers, offering expert advice, problem-solving, and fostering long-term relationships.

What You Will Be Doing

• Achieve budgeted sales and service targets within acceptable risk standards.

• Regularly review customer portfolios to identify business opportunities and cross-sell financial products.

• Manage and nurture client relationships, ensuring outstanding service and aligning with expectations.

• Provide specialist guidance, advice, and resolution of customer queries to achieve satisfaction.

• Ensure all tasks are completed with precision, adhering to banking policies and regulatory requirements.

• Collaborate with internal teams, including compliance, operations, and business support units, to streamline processes.

• Maintain professionalism and integrity, aligning with the Staff Code of Conduct.

What You Should Have

• To excel in this role, you should possess:

• Strong oral and written communication skills.

• Sales acumen with the ability to identify and leverage business opportunities.

• Relationship management expertise with a client-centric approach.

• Strong analytical and decision-making skills.

• Ability to manage multiple clients and tasks efficiently while adhering to internal processes.

What We Are Looking For

• We are seeking a proactive, results-driven professional who:

• Has at least 2 years of experience in banking or financial services with a focus on relationship management.

• Holds a Bachelor's degree in a relevant field.

• Excels at problem-solving and strategic decision-making.

• Can work autonomously while collaborating effectively with internal stakeholders.

• Understands banking processes and compliance requirements.

What’s In It For You:

• Pay for performance culture (Competitive and performance-linked compensation)
• Provision of medical care plan for your family and you
• Comprehensive Life insurance plan
• Diverse workforce and inclusive culture
• Career development and growth opportunities by design
• Work with the best minds in the field
• Get opportunities to bring your whole-self to the organization and perform to your best