Virtual Relationship Manager (Mutual Funds Sales)

Position: Mutual Fund Sales – Virtual Relationship Manager
Industry: Banking
Experience: 0–1 Year
Location: Thane / Goregaon (Mumbai)
Certification Required: NISM Series V-A (Mutual Fund Distributors)

Job Description

We are hiring enthusiastic and customer-focused professionals for the role of Virtual Relationship Manager – Mutual Fund Sales with a leading bank.

As a Virtual RM, you will be responsible for handling customer relationships over calls and video meetings, advising clients on mutual fund investments, and achieving assigned sales targets.

Key Responsibilities

• Engage with existing and potential customers via calls or virtual meetings to promote mutual fund products.
• Understand client needs, risk appetite, and investment goals to suggest suitable mutual fund schemes.
• Achieve monthly and quarterly sales targets as per business objectives.
• Ensure high customer satisfaction and maintain long-term relationships.
• Maintain proper documentation and compliance as per regulatory guidelines.
• Update and maintain customer records in the CRM system.

Requirements

• Graduate in any discipline (Finance background preferred).
• 0–1 year of experience in financial sales or customer relationship management.
• Mandatory: NISM Series V-A certification.
• Strong communication and interpersonal skills.
• Passion for finance, investment products, and relationship building.
• Proficiency in English and local languages will be an added advantage.

Benefits

• Fixed salary + performance incentives.
• Opportunity to work with a reputed bank and build a career in mutual fund sales.
• Training and mentorship from experienced professionals.

Job Type: Full-time

Pay: ₹300,000.00 - ₹500,000.00 per year

Benefits:

• Health insurance
• Paid sick time
• Provident Fund

Work Location: In person