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Tata Capital
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Virtual Relationship Manager

Virtual Relationship Manager

Tata Capital

1 - 5 years

0 Lacs

maharashtra

Posted:1 day ago| Platform: Shine logo

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Skills Required

insurance sales good communication skills mutual fund sales understanding of mutual fund investments nism mutual fund distribution certification

Work Mode

On-site

Job Type

Full Time

Job Description

As an applicant for the position, your role will involve establishing relationships with registered users and recommending mutual funds based on their requirements. You will be responsible for achieving sales targets for mutual fund sales (SIP / Lump sum), resolving client queries, and assisting investors with mutual fund portfolio reviews. Additionally, you will be required to provide regular portfolio and market updates to clients, pitch NFOs and new products, and obtain referrals from existing users to onboard new investors on the platform. Key Responsibilities: - Establish relationships with registered users - Recommend mutual funds based on client requirements - Achieve sales targets for mutual fund sales (SIP / Lump sum) - Resolve client queries - Assist investors with mutual fund portfolio reviews - Provide regular portfolio and market updates to clients - Pitch NFOs and new products - Obtain referrals from existing users for onboarding new investors Qualifications Required: - Good communication skills - Existing experience in mutual fund or insurance sales - Good understanding of mutual fund investments and products - Target-oriented mindset - NISM mutual fund distribution certification VA Desired Experience: 1-4 years in Mutual fund sales,

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Tata Capital

Financial Services

Mumbai Maharashtra

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Virtual Relationship Manager