Virtual Relationship Manager
Virtual Relationship Manager
Posted on :
14-07-2025
Employer Active
1 Vacancy
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Job Description
Role Objective:
Engage and activate mid- and long-tail IFAs (INR 50 L INR 5 Cr AUM) drive SIP growth and strengthen partner loyalty through high-touch virtual engagement.
Key Responsibilities:
Manage 100 150 IFAs across assigned regional clusters
Drive SIPs folio activations and campaign participation
Run daily calls/WhatsApp/email follow-ups using CRM
Share relevant product literature videos performance sheets
Address queries share incentive updates contest nudges
Maintain weekly reporting of outreach and SIP progress
Drive SIPs folio activations and campaign participation
Run daily calls/WhatsApp/email follow-ups using CRM
Share relevant product literature videos performance sheets
Address queries share incentive updates contest nudges
Maintain weekly reporting of outreach and SIP progress
Key Skills:
2 8 years in mutual fund/telesales/insurance distribution
Strong verbal skills in Hindi English 1 regional language (preferred) Marathi Gujarati Tamil Kannada Telegu
Self-driven target-oriented quick learner
Strong verbal skills in Hindi English 1 regional language (preferred) Marathi Gujarati Tamil Kannada Telegu
Self-driven target-oriented quick learner
Employment Type
Full-time
Key Skills
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