Building and maintaining relationships with clients through virtual channels, such as video calls, emails, chat, and social media.
Understanding clients’ financial needs, goals, and preferences to offer tailored banking solutions.
Providing personalized advice and recommendations on banking products and services.Identifying sales opportunities and proactively recommending banking products and services to clients.
Assisting clients with account opening, loan applications, investment decisions, and other financial transactions remotely.
Achieving sales targets and objectives set by the bank through virtual interactions.
Skills Required
Problem-Solving: Capacity to identify client needs, address concerns, and resolve issues promptly and effectively in a virtual environment.
Empathy and Active Listening: Ability to empathize with clients, actively listen to their concerns, and provide personalized solutions and support remotely.
Time Management: Strong organizational and time management skills to prioritize tasks, manage workload efficiently, and meet client needs within designated timeframes.
Technical Proficiency: Proficiency in using virtual communication tools, video conferencing platforms, digital banking platforms, and other digital technologies essential for virtual relationship management.
