Virtual Relationship Manager
2 weeks ago
JOB DESCRIPTION
Position Virtual Relationship Manager
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
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