Officer, Virtual Relationship Manager, Consumer Banking Group
Core
Virtual Relationship Manager engaging with Emerging Affluent and Treasures clients across India and globally to acquire, onboard, and nurture relationships for asset growth.
Role type
Senior IC relationship manager (wealth management)
Builds
Digital onboarding workflows, client engagement channels, and investment/insurance portfolios
Domain
Consumer banking and wealth management
Required skills
client acquisition, relationship management, wealth product knowledge, digital onboarding, customer satisfaction management, portfolio review coordination, regulatory compliance
Preferred skills
AMFI/IRDAI Composite license, regional language fluency (Marathi, Bengali, Tamil, Telugu), postgraduate degree in finance/marketing/banking
Technologies
digibank, e-channels, digital onboarding tools, remote account maintenance systems
Responsibilities
Acquire clients through e-boarding of leads and nurture relationships for AUM build-up; Establish Virtual Relationship Channel as a major revenue contributor; Ensure right balance of product mix and deepen wallet share; Drive improvement in customer satisfaction scores; Interact with new customers to explain product features and assist onboarding; Coordinate investment and insurance portfolio reviews with specialists; Ensure effective on-boarding, client coverage, and client economics; Improve customer experience by collating feedback and identifying process improvements; Support process and product improvement initiatives while ensuring compliance
Seniority
Mid-level, hands-on IC