Virtual Relationship Manager

Global Hr Services

0 - 3 years

3 - 6 Lacs

mumbai mumbai suburban thane

Posted:-1 days ago| Platform:

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Skills Required

mutual funds mutual funds sales sales mf equity sales cross selling portfolio management services mutual fund distributor vrm nism virtual relationship equity advisory pms investment advisory

Work Mode

Work from Office

Job Type

Full Time

Job Description

Dear Candidates,

We have a vacancy with our esteemed client in AMC, Location - Thane. Ram Maruti Road

Role & responsibilities

To generate business from the mapped customer base and building relationship with existing customers.

Risk Profiling of investors & then build financial plan accordingly
Increase the AUM book by 25% in a year.
Acquisition of new investors through referrals and lead generation campaigns
Servicing and cross selling of various funds. Retention of money through fund house views and knowledge update on market.
Segmenting the investors based on their age, geography etc and recommending the products based on their risk appetite.
Achieving Productivity targets on a monthly and YTD basis.
Ensuring strict adherence to service and quality benchmarks, and world class service experience for customers.
Enhancing Knowledge through market news, outlook and other online & offline knowledge resources.
Anticipating, understanding and addressing the changing needs of customers.

Preferred candidate profile

Candidate must be having good communication skills.
NISM Certification VA mandatory, Incase not there candidates willing to give exams can connect

Interested candidates kindly whatssup profile Cv on - 9820840908

Please note we are conducting interviews on Thursday & Friday 30th & 31st Oct at Thane location, near Thane railway station. Immediate selection

Regards

HR Team

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