Manages outbound interactions with Wealth and Privy banking customers through a virtual relationship channel. Provides personalized service, resolves queries, recommends banking products, and drives sales across cards, liabilities, and assets. Maintains customer interaction records, meets service and sales benchmarks, follows information security and quality guidelines, and incorporates coaching feedback to improve customer engagement.
As a CEC Relationship Manager – VRM, you will be responsible for managing outbound customer interactions for Wealth and Privy clients through the virtual relationship channel. This role focuses on delivering superior service, driving product sales, and enhancing customer engagement through structured communication and personalized banking solutions. You will be trained across multiple banking products including cards, liabilities, and assets, enabling you to function as a universal phone banking officer. The role demands strong communication skills, a customer-first mindset, and the ability to meet service and sales benchmarks consistently.
ResponsibilitiesHandle outbound calls for Wealth and Privy customers, ensuring high-quality engagement and service delivery.
Cross-trained across banking products (cards, liabilities, assets) to provide comprehensive support and sales.
Drive product sales and meet assigned targets through mapped customer base.
Ensure consistent customer contact and timely resolution of queries/issues.
Maintain service benchmarks including NPS, service level, and service quality.
Record and maintain detailed logs of daily interactions and outcomes.
Adhere to information security norms and quality process guidelines.
Stay updated on process changes and implement feedback from team leaders and coaches.
Deliver personalized sales pitches and recommend products suited to customer needs.
Ensure customer delight through proactive communication and relationship management.
Similar Jobs
Fintech • Legal Tech • Software • Financial Services • Cybersecurity • Data Privacy
Build and scale enterprise applications across C#/.NET backends and React/TypeScript frontends. Design APIs, data access layers, application architecture, and cloud deployments in Azure. Use AI coding tools and help implement AI-enabled product features. Mentor developers, conduct code reviews, improve testing and CI/CD, troubleshoot production issues, and optimize performance and reliability while collaborating with product stakeholders in Agile/Scrum teams.
Top Skills:
.NetApplication InsightsAsp.Net CoreAzureAzure AiAzure App ServiceAzure SqlC#Ci/CdDapperEntity FrameworkGitGithub CopilotOpenai ApisReactRedisSQL ServerTypescript
Fintech • Legal Tech • Software • Financial Services • Cybersecurity • Data Privacy
Oversee private equity fund accounting, NAV calculations, capital accounts, waterfalls, carried interest, fees, expenses, transactions, valuations, and financial reporting. Review statements and investor packages, manage audits, ensure LPA and accounting-standard compliance, coordinate with auditors and tax advisors, and lead a fund accounting team. Drive controls, process standardization, automation, and system enhancements while supporting clients, GPs, and internal stakeholders.
Top Skills:
GenevaIfrsInvestranLux GaapExcelUs Gaap
Security • Cybersecurity
Deploy and implement Tufin network security solutions for customers across planning, design, installation, configuration, testing, integrations, documentation, training, and adoption. The role designs customizations using Python, APIs, GraphQL, and SQL; provides technical consulting, health checks, best-practice guidance, and customer support; and collaborates with account and project teams. Strong networking, firewall, cloud, Linux administration, communication, presentation, and customer-facing skills are required, with willingness to travel.
Top Skills:
Check PointCiscoFirewall AdministrationGraphQLJuniperLinuxPalo Alto NetworksPostgresPrivate CloudPublic CloudPythonRest ApisSoftware-Defined NetworkingSQLTcp/IpTufin Orchestration SuiteTufin Secure Cloud
What you need to know about the Mumbai Tech Scene
From haggling for the best price at Chor Bazaar to the bustle of Crawford Market, the energy of Mumbai's traditional markets is a key part of the city's charm. And while these markets will always have their place, the city also boasts a thriving e-commerce scene, ranking among the largest in the region. Driven by online sales in everything from snacks to licensed sports merchandise to children's apparel, the local industry is worth billions, with companies actively recruiting to meet the demands of continued growth.


