Senior Virtual Relationship Manager – Business Banking, VRM SME

Mashreq

Senior Virtual Relationship Manager managing Platform/Neobiz customer relationships for business banking. Achieving financial targets through outbound calling and maintaining superior customer service.

Posted 6/9/2026full-timeBengaluru • 🇮🇳 IndiaSeniorWebsite

About the role

Key responsibilities & impact

Manage a set of existing Platform/Neobiz relationships through outbound calling channels.
To achieve assigned financial and non-financial target by calling the customers.
Manage all customers focusing on relationship Management & up-selling/ deep-selling/ cross selling other bank products.
customer's needs & profiling.
Responsible for quality & soundness of assigned Platform/Neobiz (KYC reviews, monitoring for due diligence, anti-money laundering procedures etc).
Conduct conference calls with product advisors with high potential clients.
Update team manager and area manager on regular / weekly for better controls on sales and relationship management.

Requirements

What you’ll need

University Graduate (preferably with some finance/banking or maths component).
Excellent knowledge of business banking products – FX, TWC, Insurance & investments
Minimum 3-5 years of experience in business banking as RM/VRM.
Excellent communication skills (Oral and written)
Very customer focused
Computer literate

Benefits

Comp & perks

Excellent Customer Service to customer
Adherence to all regulatory requirements for financial offerings

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

KYC reviewsanti-money laundering proceduresbusiness banking productsFXTWCInsuranceinvestments

Soft Skills

relationship managementup-sellingdeep-sellingcross sellingcustomer focuscommunication skills