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Aspiring Mantra logo
Virtual Relationship Manager - MF- Online Stock Broking Aspiring Mantra

2.0 - 5.0 years

3 - 5 Lacs

noida

Work from Office

Manage a portfolio of existing and prospective clients through virtual platforms (phone, email) Understand client investment needs, risk appetite, and financial goals Ensure regular follow-ups with clients for portfolio reviews, market updates Required Candidate profile Graduate with 2–4 years of experience in mutual fund sales, financial advisory, relationship management (virtual or in-person) Strong understanding of mutual fund products, SIPs, (ELSS)

Posted 1 month ago

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Aspiring Mantra logo
Virtual Relationship Manager - MF- Online Stock Broking Aspiring Mantra

2.0 - 5.0 years

3 - 5 Lacs

gurugram

Work from Office

Manage a portfolio of existing and prospective clients through virtual platforms (phone, email) Understand client investment needs, risk appetite, and financial goals Ensure regular follow-ups with clients for portfolio reviews, market updates Required Candidate profile Graduate with 2–4 years of experience in mutual fund sales, financial advisory, relationship management (virtual or in-person) Strong understanding of mutual fund products, SIPs, (ELSS)

Posted 1 month ago

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Aspiring Mantra logo
Virtual Relationship Manager - MF- Online Stock Broking Aspiring Mantra

2.0 - 5.0 years

3 - 5 Lacs

Noida, Gurugram

Work from Office

Manage a portfolio of existing and prospective clients through virtual platforms (phone, email) Understand client investment needs, risk appetite, and financial goals Ensure regular follow-ups with clients for portfolio reviews, market updates Required Candidate profile Graduate with 2–4 years of experience in mutual fund sales, financial advisory, relationship management (virtual or in-person) Strong understanding of mutual fund products, SIPs, (ELSS)

Posted 5 months ago

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