Virtual Relationship Manager at Teleperformance Global Services Private Limited · Bengaluru (Bangalore) · 0 - 3 years · ₹2L - ₹3L / yr · Posted 29 Mar 2025
Virtual Relationship Manager
at Teleperformance Global Services Private Limited
A Virtual Relationship Manager (VRM) in banking sales focuses on fostering and expanding relationships with clients while driving sales of the bank's products and services. Here are the detailed job roles and responsibilities.
Key Responsibilities:
To engage regularly with the Imperial customers as defined by the contact policy and provide a Consistent & Superior Digital Experience. Ensuring that customers get world-class services and their needs are understood and met through financial products that the Bank has to offer.
Responsible for meeting the scorecard targets and portfolio benchmarks set and that all guidelines and regulatory requirements are followed. So that the VRM becomes the top-of-the-mind recall amongst the customers in the catchment for all their financial needs and services, thereby ensuring that the VRM also achieves the key performance parameters set.
Customer Engagement
Continuous engagement with the portfolio customers mapped (500 to 600 groups/ PF) as per the contact policy, with accurate & complete capture of interaction details.
- Call handling as per defined standards.
- Accurate resolution for customer queries.
- Promoting Digital Banking services for a superior customer service experience.
- Profiling of customers in order to aid right cross-servicing of Bank products
- Accurate logging and resolution of complaints.
- Attrition control of customers.
- Regular interactions with the customers and proactively assessing customer needs.
- Ensure portfolio quality of relationship while racing considering eligibility.
- Monitor large amount movements and account closure from the deposit accounts.
- Ensure retention of customers
- Achievement of portfolio parameters
- Meet the defined objectives of the Portfolio managed by respective Imperia -VRM Sales
- Right, cross-sell of products basis profiling and engagement.
- Penetration of products across groups.
- Sales across all product segments-TPP, Assets, Cards etc.
- Complete and accurate capture of call interactions, including profiling thereby aiding relationship management.
- Ensure accurate and timely submission of financial transactions. & requests.
- Adherence to set processes of updating customer interactions in CRM next.
Requirements:
- Educational Qualifications: Graduate
- Key Skills(examples listed below)
- Basic Banking
- Communication
- Minimum experience in years - 2-3 yrs. preferable.
- Major Stakeholders(intra-team and cross-functional stakeholders, who would need to be interacted with for discharging duties)
Shubham Vishwakarma
Full Stack Developer - Averlon
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Primary Responsibilities:
- Manage and grow the banking and investment relationships of High Net Worth (HNI) clients under the their portfolio.
- Increase CASA balances in the assigned portfolio through deepening existing relationships and acquiring new-to-bank (NTB) customers.
- Drive overall growth in liabilities and investment products within the HNI segment.
- Capture and maximize business opportunities through detailed client profiling in line with organizational processes (CRM).
- Develop and expand customer relationships for both liability and retail asset products.
- Inform clients about new products and enhancements to deepen and broaden banking relationships.
- Ensure portfolio profitability by cross-selling and up-selling across the Bank’s product suite.
- Manage segment-wise customer migration to enhance profitability and optimize service delivery.
Additional Responsibilities:
- Deliver a superior service experience that exceeds the expectations of clients.
- Proactively identify potential problem accounts and implement risk-mitigating strategies.
- Ensure customer migration across sub-segments is managed smoothly and aligned with Bank policies.
- Promote and drive usage of digital and alternate banking channels to improve client convenience and reduce operational costs.
- Accurately and consistently record all sales and client engagement activities in the CRM system.
- Ensure strict compliance with regulatory and internal policies, especially in customer onboarding and account management.
- Foster long-term client relationships through trust, transparency, and proactive engagement
We're looking for highly responsive, empathetic, and customer-oriented individuals who are adept at providing seamless, high-touch service to HNI clients. This role is perfect for a proactive individual who thrive in a fast-paced environment and have a passion for building strong relationships with high-net-worth clients. You'll be the backbone of our client-facing team, ensuring every interaction is seamless and every detail is handled with precision.
Who we are:
Cambridge Wealth is a respected, award-winning firm in the wealth space. As AMFI, SIF and APMI registered distributors, we work with renowned professionals from various industries, providing exceptional financial solutions. We're a fast-growing, excellence-oriented team focused on delivering outstanding service to our domestic, NRI, and Ultra HNI clients.
What you'll do:
- Client Management: Act as a primary point of contact for our most valued clients (HNIs, Ultra HNIs, NRIs). You'll handle their inquiries, provide timely updates, and ensure their needs are met with a high level of empathy and professionalism.
- Operational Support: Facilitate and manage the full client lifecycle, from initial onboarding and documentation to executing transactions and resolving issues. You'll ensure all processes are smooth, efficient, and compliant.
- Data & Reporting: Maintain meticulous client records, ensuring accuracy and confidentiality. You'll also assist in creating detailed portfolio reports that highlight performance and opportunities for our clients.
- Team Collaboration: Work closely with our wealth management team to track portfolio performance and support strategic initiatives.
What we need:
- Education: A degree in Finance, Commerce, Management, or Economics is preferred.
- Experience: Previous experience in the financial services or mutual fund industry is a plus, especially if you've worked with high-net-worth clients. Those with hospitality experience in the luxury and premium segments are also welcome to apply.
- Certifications: Currently valid NISM VA and or other NISM certifications are an advantage(and eventually required if onboarded).
- Technical Skills: We are strong on tech use & familiarity with the Zoho suite is preferred.
Who you are:
- Client-Focused: You genuinely enjoy building relationships and are driven by a desire to provide exceptional, personalized service.
- A Clear Communicator: You have excellent verbal communication skills.
- Detail-Oriented: You have a keen eye for detail and a meticulous approach to your work.
- Proactive & Resourceful: You don't wait for instructions. You're a problem-solver who takes ownership and can thrive in a dynamic, startup environment.
This role is NOT for you if:
- You prefer a slow-paced, micro-managed environment.
- You are not comfortable with change or taking on new responsibilities.
- You're looking for a passive, "take it easy" role.
What you'll get:
- A core role with a clear growth path within a fast-growing company.
- Meaningful Impact: You'll be a vital part of our team, not just a cog in the wheel.
- A great work environment that is informal, encouraging, and collaborative.
- Competitive compensation.
Our Hiring Process:
- Online Application: You apply and answer a few quick questions. [5 min]
- Skills Assessment: An online general aptitude test to evaluate your skills. [60 min]
- People Video Interview: A quick chat with our People head [30 min]
- Technical Interview: A discussion about your experience and skills. [30 min]
- Founder's Interview (In-Person): A final interview to ensure a great fit. [30 min]
- Offer & Checks: We make an offer, and proceed with a reference and background check.
Please note: This is a WFO (Work From Office) opportunity at our Pune, Prabhat Road office
Primary Responsibilities:
- Manage and grow the banking and investment relationships of High Net Worth (HNI) clients under the their portfolio.
- Increase CASA balances in the assigned portfolio through deepening existing relationships and acquiring new-to-bank (NTB) customers.
- Drive overall growth in liabilities and investment products within the HNI segment.
- Capture and maximize business opportunities through detailed client profiling in line with organizational processes (CRM).
- Develop and expand customer relationships for both liability and retail asset products.
- Inform clients about new products and enhancements to deepen and broaden banking relationships.
- Ensure portfolio profitability by cross-selling and up-selling across the Bank’s product suite.
- Manage segment-wise customer migration to enhance profitability and optimize service delivery.
Additional Responsibilities:
- Deliver a superior service experience that exceeds the expectations of clients.
- Proactively identify potential problem accounts and implement risk-mitigating strategies.
- Ensure customer migration across sub-segments is managed smoothly and aligned with Bank policies.
- Promote and drive usage of digital and alternate banking channels to improve client convenience and reduce operational costs.
- Accurately and consistently record all sales and client engagement activities in the CRM system.
- Ensure strict compliance with regulatory and internal policies, especially in customer onboarding and account management.
- Foster long-term client relationships through trust, transparency, and proactive engagement
Sales Representative
We seek a skilled and driven Sales Representative who excels in a fast-paced sales environment. This
individual will contribute to the attainment of lead acquisition and conversion goals by engaging in
calls, collaborating with channel partners, visiting prospective clients in-person and generating
interest while qualifying prospects.
Responsibilities:
1. Establishing connections with company CXOs through LinkedIn, understanding their needs, and
initiating initial discussions with the relevant channel head.
2. Conducting daily calls to follow up on generated leads, both inbound and outbound, to
assess their qualification.
3. Handling both inbound and outbound calls to evaluate lead qualifications.
4. Comprehending client requirements and effectively presenting product
offerings.
5. Qualifying leads and forwarding them to the respective stakeholders.
Requirements:
1. Demonstrated expertise in handling incoming and outgoing calls.
2. 0 to 1 years of sales experience, preferably in the Fintech sector.
3. Proven track record in successful lead generation.
B2B sales experience is essential.
4. Fundamental knowledge of business banking and lending products.
5. Proficient in managing a high volume of calls daily with a strong phone
presence.
6. Familiarity with CRM systems, such as Freshworks or equivalent.
7. Exceptional verbal and written communication skills.
Effective listening and presentation capabilities.
8. Ability to multitask, prioritize, and efficiently manage time.
9. Previous experience in a financial organization is
advantageous.
Location: Goregaon, Mumbai
Job Type: Full-Time
Experience: 5+ Years
Industry: Event Management
Job Summary
We are hiring an experienced Client Servicing Manager to manage client relationships, understand business requirements, and ensure seamless execution of projects. The ideal candidate should have strong communication skills, a client-first approach, and the ability to coordinate effectively with internal teams to deliver exceptional results.
Key Responsibilities
- Serve as the primary point of contact for clients.
- Build and maintain long-term client relationships.
- Understand client objectives and communicate requirements to internal teams.
- Coordinate across multiple departments to ensure timely project execution.
- Manage client expectations and provide effective solutions when needed.
- Track project progress and maintain regular communication with stakeholders.
- Prepare account status reports and post-project reviews.
- Identify opportunities to expand and strengthen existing client accounts.
- Address client concerns promptly and ensure high satisfaction levels.
- Stay informed about industry trends and market developments.
Required Qualifications
- Bachelor's degree in Business Administration, Marketing, Hospitality, or a related field.
- Minimum 5 years of experience in client servicing, account management, or a similar role.
- Strong relationship management and stakeholder handling skills.
- Excellent verbal and written communication skills.
- Ability to manage multiple projects simultaneously.
- Proficiency in MS Office and CRM tools.
Preferred Skills
- Strong problem-solving and organizational abilities.
- Detail-oriented with a proactive approach.
- Ability to work in a fast-paced environment and meet deadlines.
- Professional and customer-focused mindset.
Benefits
- Competitive compensation package.
- Career growth and development opportunities.
- Collaborative and professional work environment.
- Exposure to diverse and challenging projects.
Apply now if you have a passion for client relationship management and delivering exceptional customer experiences.
Job Summary
We are looking for a motivated and result-oriented Sales Consultant to drive business growth through both virtual and direct sales channels. The role involves identifying potential customers through our application, understanding their requirements, presenting suitable solutions, building strong client relationships, and converting prospects into customers.
The ideal candidate should be confident in communicating with customers through phone, video calls, email, and in-person meetings, with a strong focus on achieving sales targets.
Key Responsibilities
1. Lead Generation & Prospecting
- Identify and generate new business opportunities through online and offline channels.
- Contact prospective customers through calls, emails, WhatsApp, social media, and other digital platforms.
- Maintain and regularly update the sales pipeline.
2. Virtual / Inside Sales
- Conduct sales discussions through phone calls, video conferences, email, and other digital platforms.
- Understand customer requirements and recommend appropriate products/services.
- Conduct online product/service demonstrations and presentations.
- Follow up with leads regularly and move prospects through the sales cycle.
- Handle customer queries and provide timely information.
- Provide support in packaging of ecommerce orders.
3. Direct / Field Sales
- Meet prospective and existing customers in the outlet by fixing the appointment to understand their business requirements.
- Conduct face-to-face presentations, demonstrations, and negotiations.
- Attend business meetings, networking events, exhibitions, and other sales activities as required.
Required Skills & Competencies
- Excellent communication skills.
- Strong interpersonal and relationship-building skills.
- Good presentation and negotiation abilities.
- Confidence in conducting both virtual and face-to-face sales meetings.
- Strong persuasion and customer-handling skills.
- Ability to understand customer requirements and recommend suitable solutions.
- Good follow-up and time-management skills.
Qualification
- Any Degree.
Experience
Preferred: 1–4 years of experience in sales, business development, inside sales, field sales, or a customer-facing role.
Freshers with strong communication, confidence, and a willingness to learn may also be considered.
Job Title: Business development Manager/ Key account Manager
Location- Bengaluru, Mumbai, Chennai, Hyderabad, Jaipur & Kolkata
Job type: Full time, On site
About Us: TIMBLE is leading Authentication Company, delivering cutting edge technology and alternate data analysis for Identity management, Onboarding & Verification and Business Intelligence. We provide solutions across three verticals
1. BFSI Solutions
2. KYC and background check Solutions
3. AI Solutions
Key Responsibilities
•Identify and source relevant alliances and sell services that could bring strategic and monetary value to the Company
•Scope of Partnership could include product Integration, Co-Sell, Resell opportunities.
•Generate sales leads, cold calling, Prospecting, Pitching, product demonstration, Negotiating and Contract Closure in his/her assigned region / industry
•Plan approaches, pitches and own all business metrics and growth for the Partnerships line of business
•Work with internal teams of the organization to ensure that alliance and partnerships are integrated and communicated effectively
Must have work Experience
- Ability of customer facing Business-to-Business and Client Acquisition.
- Previously handled clients from technology & BFSI sector
- Understanding of channel operating models and conflict resolution.
- Prior experience from Bank or Fintech Industry background.
Qualification & Functional Skills
•Graduate in any stream
•Good domain understanding of BFSI industry with sound knowledge of latest business and technological trends
•Ability to develop and conduct effective presentations with decision makers.
•Impact & Influence
•Need for Achievement (nAch)
•Building Relationships & Networking
•Willing to work in a high-pressure & changing sales setup
•Excellent verbal and written communication skills
•Good MS Power-Point and MS-Excel skills
For more visit www.timbleglance.com
We are looking for Receptionist/ Customer care cum Business Development Executive for our E commerce business. This is remote job which can be done from home.
Job Description :
We are looking for an experienced Sales Manager to drive international sales.. The role involves managing global clients, generating new business, and working closely with marketing and product teams to grow revenue across international markets.
Key Responsibilities
- Manage and grow international client accounts
- Generate new leads and close deals.
- Handle end-to-end sales cycle: prospecting, pitching, negotiation, and closure
- Build strong relationships with global customers and partners
- Work with marketing teams on lead generation and campaigns
- Identify new international markets and business opportunities
- Maintain sales pipeline and reports using CRM tools
- Meet monthly and quarterly sales targets
Required Skills & Experience
- 4–5 years of experience in international sales or business development
- Experience selling IT services, SaaS products, or AI solutions
- Strong understanding of sales and marketing fundamentals
- Excellent communication and negotiation skills
- Experience working with overseas clients and time zones
- Familiarity with CRM tools (HubSpot, Salesforce, Zoho, etc.)
Preferred Skills
- B2B sales experience
- Knowledge of digital marketing and lead generation
- Experience with US, UK, Europe, or Middle East markets
Why Join Us
- Work with cutting-edge IT / SaaS / AI products
- Exposure to global clients and markets
- Performance-based incentives and growth opportunities
- Fast-growing and collaborative work environment
Work with the Founder to identify and prioritise the most promising customer segments, then build and manage a qualified sales pipeline. Potential channels include cafés and restaurants, corporate and institutional accounts, premium retail, gifting, events and residential communities. • Prospect actively through cold outreach, referrals, LinkedIn, WhatsApp, field visits, networking and direct introductions. • Conduct product meetings, tastings and sampling with prospective customers and decisionmakers. • Understand customer requirements, prepare commercial proposals, negotiate terms and convert opportunities into paid orders. • Manage the complete account journey—from first conversation and order confirmation through payment, collections, reorder and account growth. • Maintain an accurate CRM or sales tracker covering leads, meetings, proposals, next actions, closures, lost opportunities, account revenue and reorder behaviour. • Coordinate with production and operations so that samples, stock and deliveries remain aligned with active opportunities.
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Full Stack Developer - Averlon