Virtual Relationship Manager Resume
Summary : As a Virtual Relationship Manager, responsible for meeting the scorecard targets and portfolio benchmarks set and that all guidelines and regulatory requirements are followed. Promoting Digital Banking services for a superior customer service experience.
Skills : Customer Service, Communication.
Description :
- Evaluated competitors and their products and responded proactively to market changes and external influences.
- Developed business plans for retention of existing customers and identifying new customers and sales opportunities.
- Met agreed on sales targets, business objectives, and deadlines.
- Worked closely with other departments to ensure that customer instructions are executed correctly and in a timely manner.
- Understood and adhered to local and global compliance.
- Ensured portfolio quality of relationship while racing considering eligibility.
- Monitored large amount movements and account closure from the deposit accounts.
Experience
7-10 Years
Level
Management
Education
Bachelor’s Degree in Business Administration
Senior Virtual Relationship Manager Resume
Summary : As a Virtual Relationship Manager, responsible for enhancing customer engagement virtually to increase customer stickiness with managed clients. They will drive mobile banking adoption and usage, increase cross-sells of products and work towards upgrading and on-boarding customers in the relationship banking program.
Skills : Product Knowledge, Problem-Solving.
Description :
- Completed and accurate capture of call interactions, including profiling thereby aiding relationship management.
- Ensured all laid down systems and processes were followed as stipulated by Audit and Senior Management.
- Ensured accurate and timely submission of financial transactions.
- Responsible for quality communication and customer servicing within laid down productivity and service benchmarks.
- Ensured customer delight and consistent service experience, including timely resolution of customer queries/issues.
- Responsible for cross-selling and enhancing relationships with existing customers.
- Generated business and cross-sell all products and services of the Bank.
Experience
10+ Years
Level
Senior
Education
Bachelor’s Degree in Business Administration
Associate Virtual Relationship Manager Resume
Objective : As a Virtual Relationship Manager, managed the liability product acquisition through leads from digital channels and propensity bases, delivering our prospective liability clients a superior customer experience.
Skills : Technology Proficiency, Customer relationship management systems.
Description :
- Enhanced the value of existing accounts of Current account and saving account customers.
- Responsible for deepening customer relationships to increase customer relationship value.
- Responsible for driving quality engagements over calls with customers by following industry best practices.
- Responsible for increasing mobile banking adoption and driving initial login on the app.
- Responsible for cross-selling of pre-approved products such as credit cards and other offers to increase products per customer.
- Ensured all customer profiling for mapped customers and presented with suitable banking products as per their needs and requirements.
- Ensured monthly operating plan was met to improve scorecard and decile rankings.
Experience
2-5 Years
Level
Executive
Education
Bachelor’s Degree in Business
Assistant Virtual Relationship Manager Resume
Objective : As a Virtual Relationship Manager, responsible for providing consultative advice and support as a dedicated contact to ensure the execution of coordinated strategies to support the plan client and their financial professional. Promote plan retention via ownership, troubleshooting, and problem resolution resulting in the prevention of escalated service issues associated with assigned accounts.
Skills : Cross-Selling, Time Management, Data Privacy.
Description :
- Coordinated with respective teams for closure of retail assets and trade transactions business generated through client engagement.
- Responsible for creating a customer-focused approach for quick resolution of all queries and complaints to achieve NPS benchmarks.
- Assisted audit and ensure compliance with internal and external regulations and guidelines.
- Provided best-in-class customer service to all clients to become their primary banker.
- Leveraged industry knowledge to promote client satisfaction, leading to retention and organic growth.
- Leveraged digital tools to streamline account management processes and enhance client experience.
- Conducted regular virtual meetings to understand clients' financial goals and provide tailored advice.
Experience
0-2 Years
Level
Junior
Education
Bachelor’s Degree in Business
Virtual Relationship Manager Resume
Summary : As a Virtual Relationship Manager, effectively utilized all applications, tools, and databases used to process transparent end-to-end client support. Proficient with systems related to Banking transactions and services.
Skills : Active Listening, Clerical, Critical Thinking.
Description :
- Established and agreed to client contact strategies in line with Group operating models.
- Improved customer experience by collating customer feedback, and identifying areas to improve such as operational, administrative, processes, and competitiveness of products and services.
- Maintained an awareness of relevant products and services available from Group sources and elsewhere in order to provide the best solutions for clients.
- Drove market-leading standards for conduct and controls in line with bank values and expectations.
- Served as a primary point of contact for a portfolio of clients, providing expert guidance on financial products and services.
- Assisted customers through virtual channels, resolving technical issues and providing product information.
- Implemented strategies to enhance virtual relationships, ensuring a personalized and seamless client experience.
Experience
7-10 Years
Level
Consultant
Education
Bachelor’s Degree in Finance
Virtual Relationship Manager Resume
Summary : As a Virtual Relationship Manager, worked closely with all sales, service, and operations partners to serve as the focal point for existing big and elite advisor plan clients and their financial advisors. Responsibilities include relationship management for these plan accounts and financial advisors ensuring a successful service experience, product enhancements, and plan retention.
Skills : Customer Service, Deductive Reasoning.
Description :
- Analyzed clients' financial situations and goals to provide tailored financial solutions and investment recommendations.
- Proactively identified opportunities to cross-sell and upsell financial products to meet clients' needs and enhance revenue.
- Assisted clients with account inquiries, transactions, and problem resolution via phone, email, and chat.
- Provided product and service information, addressed customer concerns, and ensured a high level of customer satisfaction.
- Collaborated with the sales team to identify potential opportunities for expanding client relationships.
- Assisted in financial analysis, portfolio management, and investment research.
- Created reports and presentations to support investment decision-making.
Experience
10+ Years
Level
Senior
Education
Bachelor’s Degree in Finance
Virtual Relationship Manager Resume
Summary : Over 7 years of relevant experience in Corporate, Commercial, or Business Banking in similar positions of managing customer base in the identified target segment. Developed trust-based relationships with the programs key stakeholders.
Skills : Planning, Organizing Skills
Description :
- Gained exposure to the industry's best practices and financial software.
- Built and maintained strong, trusting relationships with a portfolio of clients using virtual communication channels, including video calls, phone calls, email, and chat.
- Understood clients' financial situations, goals, and risk tolerance to provide personalized financial solutions.
- Addressed client inquiries promptly and professionally, demonstrating an in-depth knowledge of the company's products and services.
- Analyzed clients' financial profiles to recommend suitable investment and financial products.
- Stay updated on market trends and financial industry regulations to provide informed advice.
- Collaborated with internal teams to resolve technical or operational challenges that may impact the client experience.
Experience
7-10 Years
Level
Management
Education
Bachelor’s Degree in Banking
Virtual Relationship Manager Resume
Summary : As a Virtual Relationship Manager, compiled and analyzed data associated with clients and financial professionals and conducted outreach activities including call campaigns to build/strengthen existing relationships and gain a share of the wallet.
Skills : Interpersonal Skills, Sales, Influencing Skills
Description :
- Assisted clients with account inquiries, transactions, and problem resolution, ensuring a high level of customer satisfaction.
- Collaborated with other departments, such as the operations team and compliance, to address client needs.
- Worked closely with the sales team to identify potential opportunities for expanding client relationships and generating revenue.
- Met or exceeded sales and revenue targets through proactive client engagement and relationship building.
- Met and exceeded monthly target objectives across portfolio growth and revenue.
- Focused on activation and management of dormant/inactive customers.
- Addressed client concerns and issues in a timely and effective manner, demonstrating empathy and a commitment to client satisfaction.
Experience
7-10 Years
Level
Consultant
Education
Bachelor’s Degree in Banking
Virtual Relationship Manager Resume
Objective : As a Virtual Relationship Manager, responsible for maintaining proficiency with multiple partner products and proprietary products to effectively manage key relationships across these platforms. Maintain proficiency with regulatory, financial, accounting, service, operations, and compliance aspects of the relationship management function.
Skills : Awareness of Banking regulations, Credit knowledge.
Description :
- Built effective relationships with clients to retain and develop sustainable relationships.
- Identified customer financial and other banking needs then made referrals to others where appropriate.
- Established and agreed to client contact strategies in line with Group operating models.
- Maintained awareness of relevant products and services available from group sources and elsewhere to provide clients with the best solutions.
- Supported branch improvement initiatives, providing customer feedback on service and product offerings and ensuring compliance with audit requirements and quality assurance.
- Utilized virtual communication channels to manage a portfolio of high-net-worth clients.
- Developed and maintained positive customer relationships through effective virtual communication.
Experience
2-5 Years
Level
Executive
Education
Bachelor’s Degree in Banking
Virtual Relationship Manager Resume
Summary : As a Virtual Relationship Manager, responsible for managing and nurturing client relationships in a virtual environment, ensuring their financial needs and goals are met. Served as the primary point of contact for clients, providing expert guidance on a wide range of financial products and services.
Skills : Knowledge of Competition, Good Administrator.
Description :
- Reviewed existing book of business to identify plan retention and create a strategy for non-elite advisors.
- Developed relationships with C-level decision-makers for assigned accounts to develop education and communication strategies.
- Cross-sold revenue opportunities, educate financial professionals/plan sponsors regarding, products, processes, and services.
- Compiled data, tracked communications, and escalations, and offered solutions to enhance the experience by optimizing plan design and promoting product features and services.
- Developed strong working relationships with daily client contacts.
- Provided ownership for the resolution of issues escalated by clients and financial professionals.
- Led and participated in projects that created additional value for existing relationships.
Experience
7-10 Years
Level
Management
Education
Bachelor’s Degree in Banking
