Virtual Relationship Manager

Focus on relationship building and networking with the existing and prospective SME / Non-Retail customers by understanding their existing and future funding/financial needs. The role is responsible for contacting SME / Non-Retail customers and proactively identifying opportunities for cross-selling either by cold calling or answering requests.

Responsibilities:

• Work closely with Team Lead, Virtual RM to proactively identify opportunities for cross-selling to SME / Non-Retail customers.
• Proactively call potential customers to cross-sell and ask pertinent questions to understand the customers’ needs and requirements.
• Understand and keep up to date with customers’ needs and seek cross-sell opportunities to propose products that fit their needs.
• Provide insights into the Bank’s products and accurate information about products such as Working Capital Loan, Overdraft, Refinancing, and Credit Card to cross-sell to customers.
• Build positive relationships with customers and maintain an up-to-date record of customer contact and important information for future reference.
• Deal with complaints or doubts to safeguard the company’s reputation.