Virtual Relationship Manager

Job Description

Job Title: Virtual Relationship Manager – MF/ Online Stock Broking Industry: Financial Services / Wealth Management Location: Noida Department: Sales / Client Relationship Reports To: Team Leader / Branch Head / Sales Manager Employment Type: Full-time Job Summary: We are looking for a proactive and customer-focused Virtual Relationship Manager (VRM) to join our mutual fund distribution team. The VRM will be responsible for engaging with clients/ Associates virtually (via calls, video, and online platforms), understanding their financial goals, and recommending suitable mutual fund products. This role requires a strong knowledge of financial products, excellent communication skills, and the ability to build long-term client/ Associate relationships remotely. Key Responsibilities: Manage a portfolio of existing and prospective clients through virtual platforms (phone, email, WhatsApp, video calls). Understand client investment needs, risk appetite, and financial goals to offer personalized mutual fund recommendations. Assist clients/ Associates in starting SIPs, lump sum investments, or switching/redemption as per their needs. Upsell and cross-sell mutual fund products and related services (e.g., tax-saving options, retirement planning). Ensure regular follow-ups with clients for portfolio reviews, market updates, and service-related issues. Track and achieve sales and revenue targets assigned by the organization. Educate clients about new fund offerings (NFOs), market movements, and investment strategies. Ensure compliance with SEBI guidelines, KYC norms, and internal processes. Maintain accurate records of client interactions and transactions on CRM systems. Qualifications & Skills: Bachelor’s degree in Finance, Commerce, Business, or related field (MBA/PGDM is a plus). 1–3 years of experience in mutual fund sales, financial advisory, or relationship management (virtual or in-person). NISM Series V-A certification (Mutual Fund Distributor) . Strong understanding of mutual fund products, SIPs, taxation benefits (ELSS), and investor profiles. Excellent communication skills in English and]. Ability to build rapport virtually and manage client expectations effectively. Self-motivated, target-driven, and good at multitasking. Proficient in MS Office, CRM tools, and financial calculators. Preferred Experience: Prior experience in a fintech, wealth advisory firm, or AMC distribution partner. Exposure to digital investment platforms, robo-advisory tools, or video-based client interactions.