Virtual Relationship Manager (Mutual Funds / Online Stock Broking)

Job Title: Virtual Relationship Manager – Mutual Funds / Online Stock Broking

Industry: Financial Services / Wealth Management
Department: Sales / Client Relationship
Type: Full-time

Role Overview:

We’re seeking a proactive Virtual Relationship Manager (VRM) to manage client portfolios and drive mutual fund sales via digital platforms. This role involves virtual engagement, personalized investment guidance, and ongoing relationship management.

Key Responsibilities:

• Engage clients/associates via calls, WhatsApp, email, and video meetings.
• Understand financial goals and risk appetite to recommend suitable mutual fund products.
• Support SIP/lump sum investments, redemptions, and switches.
• Promote tax-saving options, retirement planning, and other financial solutions.
• Conduct regular portfolio reviews and client follow-ups.
• Meet monthly sales and revenue targets.
• Update clients on market trends, NFOs, and investment strategies.
• Ensure full compliance with SEBI guidelines and KYC processes.
• Maintain updated records on CRM tools.

Required Qualifications:

• Graduate in Finance, Commerce, or Business (MBA/PGDM preferred).
• 1–3 years of experience in mutual fund sales or financial advisory (virtual/in-person).
• NISM Series V-A certification is mandatory.
• Strong understanding of mutual fund products, ELSS, and investor profiling.
• Excellent English communication and virtual relationship-building skills.
• Self-motivated, target-driven, and well-organized.
• Familiar with MS Office, CRMs, and basic financial tools.

Preferred Background:

• Experience with fintech, wealth advisory firms, or AMCs.
• Exposure to digital platforms or robo-advisory tools for client servicing.

Job Type: Full-time

Pay: ₹25,000.00 - ₹40,000.00 per month

Work Location: In person