Virtual Relationship Manager

Job Description

Position

Virtual Relationship Manager – Sales

Department

Sales

Reporting to

Manager – Sales

Internal Grade

D2

Key Accountabilities

1. Prioritize SIP Strategy as the main objective and key focus area for success.
2. Engage with Canara Bank Branch Managers to assess and improve SIP engagement and performance at the branch level.
3. Provide support to the Sales Team by sharing feedback based on the call with Branch Managers.
4. Collaborate with the Marketing Team at Regional Offices (ROs) to organize and facilitate training programs that enhance SIP knowledge and sales capabilities.
5. Ability to build and maintain relationships with Internal (AMC staff) & External clients (Bank staff).
6. Use the daily MIS reports to track and share SIP performance data with the internal team (CR) and Canara Bank, ensuring transparency and alignment.
7. Present the basics of SIP and related products to internal teams, ensuring they have the knowledge to effectively engage with customers.

Knowledge & Qualifications Required

• Graduate with 2-3 years of experience in a client-facing role within the banking or financial services sector/service industry.
• Excellent oral and written communication skills.
• Good interpersonal skills.
• Ability to work towards understanding our core products and concepts.
• Should be clear while this is not a Direct B2C role, the position and outcome are clearly sales-oriented; hence the candidate needs to know this is a sales-related/focused position.
• Skills on MS Excel would be helpful.
• NISM Certification.

KPI

Weightage	KPI	Target
100%	No of Calls per day

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