Virtual Relationship Manager

Virtual Relationship Manager

Industry: Financial Services / Wealth Management

Location: Noida Sector 142

Department: Sales / Client Relationship

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).