Virtual Relationship Manager

1 week ago


Delhi, Delhi, India DigitalCube Consultancy Full time
Job Description

JOB DESCRIPTION

Position Virtual Relationship Manager

Experience 1-3 years
Location-Delhi

Job Role - The key areas of responsibilities are as follows:

To achieve assigned business targets and enhance net worth of relationships by upselling

& cross selling AMCs mutual fund products.

To acquire clients, profile them and suggest suitable schemes as per their investment

objective & risk appetite.

To ensure regular contact with all the mapped clients through regular calls.

To be a single point of contact for the assigned set of clients and ensure highest standard

of service delivery.

To stay well versed and updated about all the schemes offered by the fund house.

Knowledge & Essential Skills:

Good communication skills

Relationship skills necessary to manage clients.

Good knowledge of MF industry, products & Financial Markets (Equity / Debt / ETFs)

High Enthusiasm

Academics:

Minimum Qualification: Full-time Graduation or MBA

Remarks:

Candidate having a prior call center experience will be preferred



Requirements
JOB DESCRIPTION Position Virtual Channel Experience 1-3 years Job Role - The key areas of responsibilities are as follows: - To achieve assigned business targets and enhance net worth of relationships by upselling & cross selling AMCs mutual fund products. - To acquire clients, profile them and suggest suitable schemes as per their investment objective & risk appetite. - To ensure regular contact with all the mapped clients through regular calls. - To be a single point of contact for the assigned set of clients and ensure highest standard of service delivery. - To stay well versed and updated about all the schemes offered by the fund house. - Knowledge & Essential Skills: - Good communication skills - Relationship skills necessary to manage clients. - Good knowledge of MF industry, products & Financial Markets (Equity / Debt / ETFs) - High Enthusiasm Academics: Minimum Qualification: Full-time Graduation or MBA Remarks: - Candidate having a prior call center experience will be preferred

  • Delhi, Delhi, India DigitalCube Consultancy Full time

    JOBDESCRIPTIONPositionVirtual Relationship ManagerExperience 13yearsLocationDelhiJobRole The key areas of responsibilities are asfollows:To achieve assigned business targets and enhance net worth ofrelationships by upselling&cross selling AMCs mutual fundproducts. To acquire clients profilethem and suggest suitable schemes as per theirinvestmentobjective &...


  • Delhi, Delhi, India Rangam India Full time

    Job DescriptionPositionSenior Virtual Cluster ManagerLocationDepartmentCustomer Advisory TeamFunctionVirtual Sales ForceReporting toVirtual Business HeadBand4AJob SummaryTo manage, develop & supervise a team of insurance sales managers, driving business virtually through relationshipmanagement, sales productivity-per-executive, thereby achieving sales...

  • Virtual Assistant

    1 week ago


    Delhi, Delhi, India Hyring Full time

    Job Description: Virtual AssistantAnnual CTC:24 LPAShift:Night ShiftOverviewClient Company: Building the first-ever digital transfer solution for retirement accounts so employers can help retirement plan participants consolidate their savings.Position:Seeking a Virtual Assistant to manage a variety of administrative tasks with a focus on email...

  • Virtual Assistant

    1 week ago


    Delhi, Delhi, India Hyring Full time

    Job Description: Virtual AssistantAnnual CTC:24 LPAShift:Night ShiftOverviewClient Company: Building the first-ever digital transfer solution for retirement accounts so employers can help retirement plan participants consolidate their savings.Position:Seeking a Virtual Assistant to manage a variety of administrative tasks with a focus on email...


  • Delhi, Delhi, India Arise Virtual Solutions Full time

    Since 1994, Arise Virtual Solutions Inc. has created a disruptive technology platform that connects the world's biggest brands with the largest network of gig-economy Service Partners in the BPO industry. Owned by Warburg Pincus, one of the world's largest Private Equity Firms, Arise is the work-from-home pioneer and now the CX Transformation trailblazer. We...

  • Virtual Assistant

    1 week ago


    Delhi, Delhi, India TLOR Living Full time

    Company DescriptionTLOR Living is a pioneering Design-Build brand that aims to deliver the best design, exceptional quality, and world-class services. Our mission is to help as many people as possible through innovative products and services, ensuring great customer experience and service.Role DescriptionThis is a full-time remote role for a Virtual...

  • Virtual Assistant

    1 week ago


    Delhi, Delhi, India Kp Singh Music Full time

    We are a 8 years old firm based out of Ludhiana, Punjab dealing with Music Production and Music Entrepreneurship specializing in the Punjabi Music Industry.Role DescriptionThis is a full-time remote role for a Virtual Assistant. As a Virtual Assistant, you will be responsible for providing administrative support to the team. Your day-to-day tasks may include...

  • Virtual Assistant

    1 week ago


    Delhi, Delhi, India Mac Reed and Associates, Inc. Full time

    Company DescriptionMac Reed and Associates is a small accounting and tax firm located in Houston, Texas (USA).Our firm primarily works with US based small businesses in the area of bookkeeping, payroll, and US and state tax related items.Role DescriptionThis is a contract remote role for a Virtual Assistant at Mac Reed and Associates, Inc. As a Virtual...

  • Virtual Assistant

    1 week ago


    Delhi, Delhi, India Dreamwave AI Full time

    Note: Please visit and describe what you find interesting about working on our product in your message to us.Company DescriptionDreamwave AI is an AI research lab that specializes in augmenting human creativity with next-gen creative tools powered by AI. We strive to push the boundaries of technology and innovation to deliver cutting-edge solutions that...

  • Virtual Assistant

    1 week ago


    Delhi, Delhi, India Marketing M8 Full time

    R Marketing M8Virtual Assistant/HR Admin InternDo you thrive in a fast-paced environment and enjoy supporting a dynamic team? Are you organized, detail-oriented, and possess excellent communication skills? If so, this unpaid internship at R Marketing M8, a leading marketing agency, might be the perfect opportunity for youAbout the Role:We are seeking a...

  • Virtual Assistant

    1 week ago


    Delhi, Delhi, India American HealthCare Academy Full time

    Company DescriptionAmerican HealthCare Academy offers nationally recognized and accredited online and blended CPR, First Aid, BLS, PALS, ACLS, and HIPAA Certification Training to healthcare professionals and lay-responders. Our courses follow the American Heart Association and 2020 ECC Guidelines, and have a high acceptance rate of 98%. We prioritize...


  • Delhi, Delhi, India American Express Full time

    You Lead the Way. We've Got Your Back.At American Express, we know that with the right backing, people and businesses have the power to progress in incredible ways. Whether we're supporting our customers' financial confidence to move ahead, taking commerce to new heights, or encouraging people to explore the world, our colleagues are constantly redefining...

  • Virtual Assistant

    1 week ago


    Delhi, Delhi, India smartworkingio Full time

    Virtual Assistant Job DescriptionWork remotely for a UK client as a Full-time Virtual Assistant.This position is with a rapidly growing and highly respected UK agency that has exclusively engaged us for recruitment. It offers a permanent work-from-home arrangement, where you will work directly with their UK team, providing ample opportunities for learning...

  • Virtual Assistant

    1 week ago


    Delhi, Delhi, India NextFluence Full time

    Company DescriptionNextFluence is a consulting agency founded by Hooman Nouri, a veteran social media influencer with 10 years of experience.Role DescriptionThis is a part-time online role for a Virtual Assistant. As a VA, you will be responsible for providing admin support and assisting with various tasks such as email management, scheduling appointments,...

  • Virtual Assistant

    1 week ago


    Delhi, Delhi, India Floperfect Solutions Private LTD Full time

    Are you a confident, self-motivated virtual assistant with over 2 years of experience? Our client is based overseas and requires working in line with their timelines. Your adaptability and commitment to meeting their needs are crucial for success in this role.Responsibilities:Manage operations, communications, and documentation.Coordinate schedules, data...


  • Delhi, Delhi, India Optimal Virtual Employee Full time

    About OVE:OVE is a multinational corporation headquartered in Australia, specializing in IT services. Our core focus is to deliver technical support through our skilled experts by deploying them on projects for our diverse global client base. Established in 2008, Optimal Virtual Employee has proudly remained a self-funded company for over 14 years....


  • Delhi, Delhi, India QuEST Global Services Pte. Ltd Full time

    Quest Global is an organization at the forefront of innovation and one of the world's fastest growing engineering services firms with deep domain knowledge and recognized expertise in the top OEMs across seven industries. We are a twenty-five-year-old company on a journey to becoming a centenary one, driven by aspiration, hunger and humility.We are looking...


  • Delhi, Delhi, India Tax Manager Full time

    , a subsidiary of Rising Advisory Services Pvt. Ltd., is a leading player in the financial advisory sector, providing a wide range of services including Accounts Management, GST Services, Company Registration, TDS, and Tax Management. With over 10 lakh individual tax filers and 2000 businesses registered with us, we cater to the needs of individuals and...


  • Delhi, Delhi, India Avani Consulting Full time

    Company Description Avani Consulting is a fast-growing Recruitment Consulting company based in New Delhi. We provide end-to-end Recruitment Search and Selection services to our clients, specializing in Mid, Senior, and Top Management recruiting. Our mission is to support our clients in their regular recruitment, manpower planning, and critical hiring needs,...


  • Delhi, Delhi, India Avani Consulting Full time

    Company DescriptionAvani Consulting is a fast-growing Recruitment Consulting company based in New Delhi. We provide end-to-end Recruitment Search and Selection services to our clients, specializing in Mid, Senior, and Top Management recruiting. Our mission is to support our clients in their regular recruitment, manpower planning, and critical hiring needs,...