The Relationship Manager (Virtual Stores) will be assigned a portfolio of high-net worth clients (Preferred clients) of the bank. They will act as a trusted financial advisor to their client's personal financial needs, discuss major financial goals of clients to better understand their objectives, recommend suitable off-the-shelf solutions, and update clients on their portfolio activity and success. They will be responsible for growing and managing their portfolio to achieve growth in total funds, achieve profit, increase share of wallet, deepen product penetration, and attend to the client's service requests to maintain strong relationships. As a Virtual Relationship Manager, they will champion excellent customer journeys by utilizing sophisticated CRM and telephony systems.

Responsibilities

Manages and grows a defined portfolio of Preferred Banking clients through active engagement across all platforms, provides financial advice and wellness to clients based on their profile and risk appetite
Maximizes use of tools in spotting opportunities to uncover needs of clients during conversations, and addresses issues and concerns of clients and provides resolution within the prescribed turn-around time (TAT)
Performs service and sales callouts, virtual meetings and invitations to clients for marketing activities, campaigns, new products and promotions, and usage of digital channels
Acquires new-to-bank clients; handles omnichannel opportunities; and closely monitors and provides regular updates to each client
Encodes on all available reporting tools to document results of client conversations

Qualifications

Bachelor's degree in any business related courses
Minimum of 2 years of experience in sales and marketing preferably
Understanding the account profitability analysis (APA) of clients
Knowledge of business acumen; Financial markets and economic conditions
Knowledge of sales management processes, policies, and procedures
Strong communication and presentation skills
Probing and spotting opportunities; skill in uncovering needs of clients during conversations

VIRTUAL RELATIONSHIP MANAGER