Virtual Relationship Manager

Dear Candidates

Hope you all are doing well

Virtual Relationship Manager (Virtual RM)

Location: Chennai

Roles and Responsibilities

• Engage with new and existing clients over phone, video calls, email and WhatsApp to understand their financial goals, risk appetite and investment horizon.
• Recommend suitable investment solutions (mutual funds, SIPs, goal-based portfolios and other products offered on the platform) based on client needs.
• Onboard new clients, guiding them through KYC, account opening and first investments.
• Convert leads into active investors and meet monthly targets for new SIPs, lumpsum investments and AUM growth.
• Manage and grow a portfolio of clients through regular follow-ups, portfolio reviews and rebalancing suggestions.
• Cross-sell and upsell relevant products and services to existing clients.
• Resolve client queries on transactions, account statements, redemptions and platform usage promptly.
• Educate clients on market trends, fund performance and the importance of disciplined, long-term investing.
• Retain clients by reducing SIP stoppages and redemptions through proactive communication.
• Keep accurate records of client interactions, leads and follow-ups in the CRM.
• Follow all regulatory, compliance and internal guidelines, including SEBI and AMFI norms.
• Coordinate with the operations, product and support teams to ensure smooth client servicing.

Requirements

• Graduate in any discipline (commerce, finance or management preferred).
• 1-4 years of experience in wealth management, mutual fund distribution, financial sales or inside sales
• Valid NISM Series V-A (Mutual Fund Distributors) certification, or willingness to obtain it within the stipulated time.
• Good knowledge of mutual funds, SIPs and basic personal finance.
• Excellent communication and persuasion skills in English and Hindi (regional languages are a plus).
• Comfortable with CRM tools, video calling platforms and working remotely.
• Self-motivated, target-driven and customer-focused.

Rashmi

9306708037

Pay: ₹400,000.00 - ₹600,000.00 per month

Work Location: In person