Virtual Relationship Manager
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Job Location:
Mumbai Suburban - India
Monthly Salary:
Not Disclosed
Posted on:
3 hours ago
Vacancies:
1 Vacancy
Job Summary
Virtual Relationship Manager (2 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
CTC-5 lac
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
CTC-5 lac
Key Skills
- Business Development
- Sales Experience
- Loyalty Marketing
- Portfolio Management
- Wealth Management
- Financial Services
- Algebra
- Territory Management
- Banking
- Relationship Management
- Customer relationship management
- Geometry
