Virtual Relationship Manager - 5A

Mumbai - India

Monthly Salary: Not Disclosed

Posted on: 30+ days ago

Vacancies: 1 Vacancy

Job Summary

Virtual Relationship Manager - NISM V (A)
Location Goregaon Mumbai Work Mode Work from Office Full Time

Manage daily leads Advise on MF & Equity Share tailored investment ideas Ensure compliance & client profitability.

Key Result Areas (KRAs)

Handle 150 200 potential customer leads per day.
Share investment ideas based on client needs.
Analyse portfolios & give suitable advice.
Generate revenue without compromising client risk.
Stay updated on market trends & financial news.
Ensure all activities comply with risk & regulatory norms

Key Skills

Strong knowledge of equity markets trading & portfolio management
Excellent communication & client engagement skills
Proficient in market research & analysis
Client-focused with proactive business approach
Sound understanding of compliance & risk management
Team-oriented with collaborative mindset

Requirement

Strong communication and relationship-building skills.
Skilled in analysing client portfolios and interpreting market data.
Proactive client-centric and committed to compliance standards

Qualification

NISM V (A) (compulsory)
Minimum Graduation

Experience

0 2 years of experience in financial services investment advisory or client relationship management.

Virtual Relationship Manager - NISM V (A) Location Goregaon Mumbai Work Mode Work from Office Full Time Manage daily leads Advise on MF & Equity Share tailored investment ideas Ensure compliance & client profitability. Key Result Areas (KRAs) Handle 150 200 potential customer le...