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Homeโ€บCompaniesโ€บEquitas Small Finance Ltdโ€บVirtual Relationship Manager - Banking and Financial Services
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Virtual Relationship Manager - Banking and Financial Services

๐Ÿ“LOCATIONChennai
๐Ÿ“ˆEXPERIENCE2 to 6 Yrs
๐Ÿ•˜TYPEFull time
๐ŸฅIndustryBFSI
๐Ÿ—“POSTED7 Aug 2026

01Overview

Virtual Relationship Manager JD for VRM - Equitas Virtual Relationship Model would be Tele based model where the customer is mapped to Tele RM, with complete ownership. The RM is one point contact for customer with objective of Deepening; improving transactions; converting accounts to primary relationship; cross selling products; resolution of Queries and Escalations Job Role Develops and expands existing High Net worth Customer relationships for liabilities Deepens relationships sourcing family accounts Cross sells bank products & builds penetration for remote banking channels like net/mobile banking Informs customers of new products or product enhancements to further expand the banking relationship. Maintains complete relationship record for assigned customer accounts. Ensures high levels of customer service orientation. Collaborates with the field sales teams to ensure lower cycle times and best conversion ratios Job Description Graduate with min 2 years, or Post Graduate with a min of one year of experience Experience in tele-sales or relationship management in BFSI preferred. Certified in AMFI/IRDA Excellent communication skills Verbal & Written Flair for Sales Good listening skills and strong communication abilities. Team Player Candidate should be fluent in English and at least one of the South Indian languages or Hindi. .

02What you'll need

Experience
2 to 6 Yrs
Employment Type
Full time
Programming languages
telesalesrelationship managementBFSIAMFIIRDAcommunication skillssaleslistening skills

03About EQUITAS SMALL FINANCE LTD

BFSIIndustry
Full timeEmployment Type
ChennaiLocation
Not Disclosed ยท salary hidden by employer
2 to 6 Yrs ยท Chennai
Applications are reviewed directly by the hiring team.
Role Snapshot
Work ModeNot specified
Visa SponsorshipNot specified
RelocationNot specified
Job TypeFull time
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