Virtual Relationship Manager

1 - 5 years

3 - 6 Lacs

mumbai navi mumbai mumbai (all areas)

Posted:19 hours ago| Platform: Naukri logo

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Work Mode

Work from Office

Job Type

Full Time

Job Description

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.

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Equentis Wealth Advisory logo
Equentis Wealth Advisory

Financial Services

Mumbai

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