Virtual Relationship Manager

Job Description (JD): Virtual Relationship Manager (VRM)

Role Overview:

We are a fast-growing wealth management company seeking highly driven Virtual Relationship

Managers (VRMs) for a hardcore sales role. This is a target-based position requiring candidates

to generate new leads, schedule client meetings, and drive sales to achieve annual revenue

goals. The VRM will also focus on building and maintaining long-term relationships with clients

to enhance customer satisfaction and retention.

Key Responsibilities:

1. Lead Generation & Prospecting:

○ Identify and generate new leads through various channels (cold calling,

networking, referrals).

○ Build a pipeline of prospective clients interested in wealth management services.

2. Meeting Scheduling:

○ Set up meetings with qualified prospects to pitch the company’s offerings.

3. Sales Target Achievement:

○ Drive sales to achieve an annual revenue target through new client acquisitions.

○ Meet monthly revenue targets based on the overall goal.

4. Relationship Management:

○ Build and nurture strong relationships with clients to foster loyalty and repeat

business.

○ Provide excellent post-sales support and regular follow-ups to ensure client

satisfaction.

Requirements:

● Minimum 4 year of experience in hardcore sales, preferably in financial services or

telesales.

● Excellent communication, negotiation, and persuasion skills.

● Target-driven mindset with a hunger for achieving and exceeding sales goals.

● Ability to thrive in a fast-paced, high-pressure sales environment.

Key Performance Indicators (KPIs):

● Number of new leads generated.

● Number of client meetings scheduled per month.

● Achievement of monthly and quarterly revenue targets.

● Client retention and relationship management performance.

Employment Type: Full-Time

Compensation: Competitive salary + attractive performance-based incentives

Job Types: Full-time, Permanent

Pay: ₹30,000.00 - ₹80,000.00 per month

Education:

• Bachelor's (Preferred)

Experience:

• Financial concepts: 2 years (Preferred)
• sales: 4 years (Preferred)
• total work: 4 years (Preferred)

Language:

• English (Preferred)

Work Location: In person