Virtual Relationship Manager

Work set-up: 
Full Remote
Contract: 
Experience: 
Mid-level (2-5 years)
Work from: 

Offer summary

Qualifications:

Minimum 3 years of experience in partner relationship management or related roles., Proven knowledge of CRM practices and partner service., Excellent communication and relationship-building skills., Preferably NISM Certification and experience in sales or partner services..

Key responsibilities:

  • Develop and maintain relationships with partners using digital communication tools.
  • Identify partner needs and develop plans to address them.
  • Resolve partner complaints promptly and effectively.
  • Drive sales by onboarding new partners and conducting agent training.

Weekday (YC W21) logo
Weekday (YC W21)
11 - 50 Employees
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Job description

This role is for one of Weekday’s clients
Salary range: Rs 400000 - Rs 600000 (ie INR 4-6 LPA)
Min Experience: 3 years
Location: Hyderabad
JobType: full-time

Requirements

A Virtual Relationship Manager is a professional who uses digital platforms to build and maintain relationships with partners. They are responsible for understanding partner needs, providing personalized solutions, and offering services such as wealth management, insurance and investment consulting. 

Job Responsibilities for a Virtual Relationship Manager 

  • Develop and maintain relationships with partners or distributors through digital communication tools such as video/calls conferencing, emails, and messaging services. 
  • Identifying partner needs and developing plans to address them. 
  • Resolving partner complaints quickly and effectively.
  •  Forwarding upselling and cross-selling opportunities to the sales team.
  • Promoting high-quality sales, supply, and partner service processes. 
  • Aiming to preserve partners and renew contracts.
  • Approaching potential partners to establish relationships. 
  • Drive sales through the agency network by onboarding new partners and help in conducting continuous agent training programs. 
  • Ensure adherence to documented processes, procedures, and controls within the compliance framework. 
  • Address and resolve any issues or concerns related to accounts, transactions, and services promptly. 
  • Building and maintaining positive relationships with partners virtually & gaining solid knowledge of competitors. Requirements: 
  • Proven experience as a Partner Relationship Manager. 
  • Knowledge of partner relationship management (CRM) practices. 
  • Experience in sales or partner service is preferred. 
  • Excellent communication skills. 
  • Aptitude for fostering positive relationships. 
  • Teamwork and leadership skills. 
  • Partner-oriented mindset. 
  • Preferably NISM Certified

Required profile

Experience

Level of experience: Mid-level (2-5 years)
Spoken language(s):
English
Check out the description to know which languages are mandatory.

Other Skills

  • Customer Service
  • Sales
  • Problem Solving
  • Teamwork
  • Communication
  • Leadership

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