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Virtual Relationship Professional

3 weeks ago

Noida, Uttar Pradesh, India beBeeVirtualRelationship Full time ₹ 30,00,000 - ₹ 40,00,000
Job Title: Virtual Relationship Professional

This role involves managing client relationships and recommending mutual fund products through virtual communication channels.

Job Summary:

Our organization is seeking a skilled Virtual Relationship Manager to engage with clients virtually, understand their financial goals, and provide tailored mutual fund recommendations. The ideal candidate will possess excellent communication skills, be proactive, and have experience in relationship management and sales within the mutual fund industry.

Key Responsibilities:
  • Develop and maintain strong relationships with existing and prospective clients via virtual platforms (phone, email, WhatsApp, video calls).
  • Understand client investment needs, risk appetite, and financial goals to offer personalized mutual fund solutions.
  • Assist clients/ associates in initiating SIPs, lump sum investments, or switching/redemption as per their requirements.
  • Upsell and cross-sell mutual fund products and related services (e.g., tax-saving options, retirement planning).
  • Ensure regular follow-ups with clients for portfolio reviews, market updates, and service-related issues.
  • Track and achieve sales and revenue targets assigned by the organization.
  • Stay up-to-date on new fund offerings (NFOs), market movements, and investment strategies to educate clients effectively.
  • Maintain accurate records of client interactions and transactions on CRM systems.
Qualifications & Skills:
  • Bachelor's degree in Finance, Commerce, Business, or related field (MBA/PGDM is an advantage).
  • At least 13 years of experience in mutual fund sales, financial advisory, or relationship management (virtual or in-person).
  • NISM Series V-A certification (Mutual Fund Distributor) is highly desirable.
  • Strong understanding of mutual fund products, SIPs, taxation benefits (ELSS), and investor profiles.
  • Excellent written and verbal communication skills in English.
  • Ability to build rapport virtually and manage client expectations effectively.
  • Self-motivated, target-driven, and proficient in MS Office, CRM tools, and financial calculators.