Virtual Relationship Manager
Virtual Relationship Manager
Posted on :
31-07-2025
Employer Active
1 Vacancy
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Job Description
Virtual Relationship Manager (5 Positions)
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
Key Skills:
- Knowledge 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
Employment Type
Full-time
Key Skills
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