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Virtual Relationship Manager

Virtual Relationship Manager

The BigCjobs.com

5 years

0 Lacs

Mumbai Maharashtra India

Posted:1 day ago| Platform:

Apply

Skills Required

management strategies portfolio compliance communication

Work Mode

On-site

Job Type

Full Time

Job Description

📢 We’re Hiring! | Virtual Relationship Manager | Wealth Management | Santacruz, Mumbai

Are you a relationship-driven professional with a passion for wealth management and client success? Join our dynamic team as aVirtual Relationship Manager

📍 Location:

💼 Experience:

💰 Salary:

🕘 Working Days:

🔑 Key Responsibilities:

Manage and grow relationships with
HNI & UHNI clients
by providing personalized wealth management solutions.
Understand clients’ financial goals and advise on investment strategies to achieve them.
Coordinate virtually with clients, ensuring prompt resolution of queries and proactive portfolio reviews.
Develop new business opportunities through referrals and networking.
Stay updated on market trends, new products, and compliance standards.

✅ What We’re Looking For:

3–5 years of experience in wealth management/relationship management.
Proven expertise in handling
HNI & UHNI clients
.
Excellent communication and interpersonal skills.
Strong understanding of financial products, markets, and investment solutions.
Ready to work
5 days a week from our Santacruz office
.

#HiringNow

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