Relationship Manager Virtual

Actively Reviewing the Applications

Weekday AI (YC W21)

India, Maharashtra, Pune Full-Time On-site INR 4–7 LPA

Posted 3 weeks ago • Apply by April 29, 2026

Job Description

This role is for one of the Weekday's clients

Salary range: Rs 400000 - Rs 700000 (ie INR 4-7 LPA)

Min Experience: 3 years

Location: Mumbai

JobType: full-time

As a Virtual Relationship Manager, you will act as the primary point of contact for prospective and existing clients, understand their financial needs, and recommend suitable financial products and solutions. This is a target-oriented role requiring consistent follow-ups, disciplined pipeline management, and strong closing capabilities.

Requirements

Key Responsibilities

Inside Sales & Client Acquisition

Proactively engage with potential clients through cold calling, outbound calls, emails, and virtual meetings.
Generate new business opportunities by qualifying inbound and outbound leads.
Convert leads into customers by clearly articulating product value propositions and addressing client concerns.

Relationship Management

Build and maintain strong virtual relationships with clients across the lifecycle.
Act as a trusted advisor by understanding customer financial goals and offering relevant financial solutions.
Ensure high levels of customer satisfaction through timely follow-ups and service coordination.

Deal Closure & Revenue Growth

Own the end-to-end sales cycle from lead generation to deal closure.
Negotiate terms, handle objections, and close deals within defined timelines.
Consistently meet or exceed individual sales and revenue targets.

Sales Pipeline Development

Maintain a healthy and accurate sales pipeline using CRM tools.
Track lead movement, forecast sales, and provide regular pipeline updates.
Identify bottlenecks in the sales funnel and take corrective actions to improve conversion ratios.

Collaboration & Reporting

Work closely with internal teams such as product, operations, and customer support to ensure seamless onboarding.
Prepare daily, weekly, and monthly sales reports and MIS.
Stay updated on financial products, market trends, and competitor offerings.

Required Skills & Qualifications

3-6 years of experience in inside sales or virtual sales within financial services (banking, NBFC, fintech, insurance, wealth management, etc.).
Strong experience in cold calling, lead qualification, and deal closure.
Proven ability to build and manage a robust sales pipeline.
Excellent communication, negotiation, and interpersonal skills.
Comfortable working in a fast-paced, target-driven environment.
Hands-on experience with CRM tools and sales reporting.
Graduate degree in any discipline; MBA or finance-related background is a plus