Senior Virtual Relationship Manager.Business Banking-VRM SME

Mashreq
Bengaluru
Workplace: OnsiteFull timeFunction: Customer Success & Account ManagementExperience: 3-5 yearsEducation: bachelorsSkills: ["Communication","Customer focus","Adaptability","Commitment to results","Planning and organizing"]

Manage a portfolio of existing Business Banking Platform/Neobiz relationships through outbound phone and email outreach, building customer needs and driving financial and non-financial targets. Deliver relationship management while upselling, cross-selling, and maintaining portfolio quality through KYC reviews, due diligence monitoring, and AML/governance adherence. Provide excellent customer service, resolve queries and complaints, and coordinate with internal teams and governance units.

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FursaFursa
Mashreq
Mashreq
2 months ago

Senior Virtual Relationship Manager.Business Banking-VRM SME

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Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 3 hours agoStatus: Live
Reposted: similar role first listed 6 months ago

Job Summary

Manage a portfolio of existing Business Banking Platform/Neobiz relationships through outbound phone and email outreach, building customer needs and driving financial and non-financial targets. Deliver relationship management while upselling, cross-selling, and maintaining portfolio quality through KYC reviews, due diligence monitoring, and AML/governance adherence. Provide excellent customer service, resolve queries and complaints, and coordinate with internal teams and governance units.
Location: Bengaluru
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Manage existing Platform/Neobiz relationships through outbound calling channels to achieve financial and non-financial targets.
  • •Provide relationship management and drive up-selling, deep-selling, and cross-selling of other bank products.
  • •Conduct KYC reviews, due diligence monitoring, and anti-money laundering procedures to ensure portfolio quality and governance soundness.
  • •Deliver excellent customer service by handling customer queries, resolving cases within turnaround time, and supporting complaint resolution related to rates, schedules, documents, and transactions.
  • •Monitor and maintain portfolio controls through documentation, call reports, required client visits, stock inspections, and credit checks; coordinate with Risk/related units.

Key Requirements

  • •University graduate (preferably with some finance/banking or maths component).
  • •Minimum 3-5 years of experience in business banking as RM/VRM.
  • •Excellent knowledge of business banking products including FX, TWC, Insurance and investments.
  • •Excellent communication skills (oral and written) with strong customer focus.
  • •Computer literate and able to operate within the organization competency framework.
Experience:3-5 years
Education:Bachelor's
Skills:CommunicationCustomer focusAdaptabilityCommitment to resultsPlanning and organizing

Company Brief

Mashreq
Mashreq Bank is a UAE-headquartered full-service bank offering retail, corporate, Islamic and digital banking, treasury, and capital markets services across the Middle East and internationally.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Dubai, United Arab Emirates
Founded: 1967
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