Virtual Relationship Manager
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Job Location:
Monthly Salary:
Posted on:
3 hours ago
Vacancies:
1 Vacancy
Job Summary
Job Description:
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Manage a portfolio of existing and prospective clients through virtual platforms (phone email WhatsApp video calls).
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Understand client investment needs risk appetite and financial goals to offer personalized mutual fund recommendations.
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Assist clients/ Associates in starting SIPs lump sum investments or switching/redemption as per their needs.
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Upsell and cross-sell mutual fund products and related services (e.g. tax-saving options retirement planning).
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Ensure regular follow-ups with clients for portfolio reviews market updates and service-related issues.
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Track and achieve sales and revenue targets assigned by the organization.
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Educate clients about new fund offerings (NFOs) market movements and investment strategies.
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Ensure compliance with SEBI guidelines KYC norms and internal processes.
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Maintain accurate records of client interactions and transactions on CRM systems.
Key Skills
- Business Development
- Sales Experience
- Loyalty Marketing
- Portfolio Management
- Wealth Management
- Financial Services
- Algebra
- Territory Management
- Banking
- Relationship Management
- Customer relationship management
- Geometry
