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Equentis Wealth Advisory logo
Virtual Relationship Manager Equentis Wealth Advisory

1.0 - 5.0 years

3 - 6 Lacs

mumbai, navi mumbai, mumbai (all areas)

Work from Office

Roles and Responsibilities Manage relationships with existing clients through regular communication, ensuring high levels of customer satisfaction and retention. Identify new business opportunities by cross-selling mutual funds, insurance products, and other financial services to existing clients. Develop and maintain a strong understanding of client needs to provide tailored solutions for their financial goals. Collaborate with internal teams to resolve client issues and improve overall service delivery. Meet or exceed monthly sales targets by upselling/cross-selling relevant products.

Posted 20 hours ago

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