Virtual relationship manager

This role is for one of the Weekday's clients

Salary range: Rs 350000 - Rs 600000 (ie INR 3.5-6 LPA)

Virtual Relationship Manager

wealth management

mutual funds

insurance

investment consulting

upselling

cross-selling

Requirements

Key Responsibilities

• Build and maintain strong, trust-based relationships with partners via digital platforms.
• Understand partner objectives and provide personalized financial product recommendations.
• Resolve partner concerns and service issues promptly and professionally.
• Collaborate with internal sales teams to identify and execute upselling and cross-selling strategies.
• Support the onboarding process for new partners and provide necessary product and platform training.
• Ensure all interactions and processes are in line with regulatory and internal compliance guidelines.
  

Requirements

• Prior experience in relationship management, partner handling, or financial advisory roles.
• Strong communication and interpersonal skills with a customer-first approach.
• Background in sales, wealth management, or customer service is preferred.
• Familiarity with CRM systems for tracking partner interactions and managing workflows.
• NISM certification is a plus.
• Exposure to financial products like PMS, AIF, and Mutual Funds will be an advantage.
  

Preferred Skills

• Financial Services
• Wealth & Investment Products
• Relationship Management
• Sales, Cross-Selling & Upselling
• Digital Communication
• Compliance Awareness