Virtual Relationship Manager– IFA

2 weeks ago

Mumbai, Maharashtra, India Helios Mutual Fund Full time ₹ 6,00,000 - ₹ 12,00,000 per year

Job Title: Virtual Relationship Manager– IFA & MFD Onboarding

Location: Mumbai

Employment Type: Full-Time

Experience Level: 0–1 Years (Freshers Welcome)

Job description

We are seeking a dynamic and customer-focused individual to join our team as a 
Client Relationship Executive
. This role involves onboarding Independent Financial Advisors (IFAs) and Mutual Fund Distributors (MFDs), engaging with MFDs digitally to boost business, and ensuring a seamless experience throughout their journey with us.

Responsibilities

  • IFA Partner And MFD Onboarding - Dealing with IFA, Mutual funds and their client
  • Digitally engage with leads, conduct product sessions, and drive conversions.
  • Ensure smooth onboarding by addressing concerns in real-time Managing client inquiries, issues, and requests through digital channels like Calls, email, chat, and video calls
  • Communication and Support Maintain regular communication on products/services. Addressing and resolving client issues or concerns in a timely manner

Qualification

  • 0-2 years of client relationship experience in BFSI sector.
  • Strong communication and interpersonal skills.
  • Proficiency in spoken English, Hindi and any other Regional Language.
  • Freshers can Apply
  • Candidates with a NISM VA Certification will be given preference.

What We Offer:

  • Opportunity to work one of the fastest growing AMC in India.
  • Training and development programs to enhance your skills.
  • A collaborative and inclusive work culture.

Location:
Mumbai

  • Virtual Relationship Manager

    3 days ago

    Mumbai, Maharashtra, India Liquiloans Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Role OverviewWe are seeking a dynamic and result-oriented Virtual Relationship Manager to join our team. The role involves engaging with potential partners, generating leads, and acquiring Independent Financial Advisors (IFAs). The ideal candidate should have prior experience in sales/relationship management, with excellent communication and networking...

  • Virtual Sales Manager

    3 days ago

    Mumbai, Maharashtra, India Corporate Chemistry Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Proactive engagement with a qualified base of IFAs (B2B) Partners & Direct Customers(B2C) Through Tele sales and Virtual Engagement for Peer-to-Peer wealth ProductDirect engagement thru virtual meetings, one on one calls, webinars to build B2B Channel &customer baseAcquisition of B2B Partners, Deepening Relationships and Increasing Wallet Share from...

  • Virtual Relationship Manager

    2 weeks ago

    Navi Mumbai, Maharashtra, India Yes Bank Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Virtual Relation Manager ( Navi Mumbai)Grade :- AM/DMResponsibilitiesManage and nurture client relationships through virtual engagementsProvide clients with personalized financial advice and solutionsIdentify opportunities to cross-sell banking products and servicesRespond promptly to client inquiries, providing exceptional customer serviceCollaborate with...

  • Virtual Relationship Manager

    2 weeks ago

    Mumbai, Maharashtra, India EOSGlobe Full time ₹ 4,00,000 - ₹ 8,00,000 per year

    Virtual Relationship Manager (VRM) – Female Candidates Only Jobs in Mumbai at Eureka Outsourcing Solutions (EOS) GlobeEureka Outsourcing Solutions (EOS) GlobeRs Rs per monthMumbai

  • Virtual Relationship Manager

    2 weeks ago

    Mumbai, Maharashtra, India EOSGlobe Full time ₹ 4,50,000 - ₹ 5,50,000 per year

    Job Type: Full TimeExperience: 1 YearsType: Virtual HiringLast Date: 17-Oct-2025Posted on: 17-Sep-2025Salary per month: Rs Rs. 45000No. of vacancies: 30Passout Year: Gender: FemaleHighest qualification mark : 90%Education: Any GraduateSublocation: ThaneSkills: BankingJob Title: Virtual Relationship Manager (VRM) – Female Candidates OnlyLocation:[Specify...

  • Relationship Managers

    2 weeks ago

    Mumbai, Maharashtra, India Finstars Capital Ltd Full time ₹ 88,800 - ₹ 12,18,000 per year

    ob Opportunity – Relationship Managers (Bonds/PMS/NCD)Company: SUNRISE GILTS & SECURITIES PRIVATE LIMITEDJob Profile:Experience in sales of Bonds, NCD, PMS, debt market, etc. is mandatory.Identify investment opportunities or strategies.Identify, call, and visit potential clients to promote products.Explain technical product, financial, and service...

  • Virtual Relationship Manager

    1 week ago

    Mumbai, Maharashtra, India Policybazaar Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Role & responsibilitiesAs a Secondary Virtual Relationship Manager (VRM) at PBPartners, you will be responsible for managing relationships with agents and supporting them to achieve their targets effectively. The role involves working closely with agents across different processes within the VRM channel, including:Connect with agents mapped under your...

  • Relationship Manager

    1 week ago

    Mumbai, Maharashtra, India DSP Asset Managers Pvt. Ltd. Full time ₹ 6,00,000 - ₹ 18,00,000 per year

    Job Title Relationship Manager - Mutual Fund Sales Job Description Objectives of the Role: • Responsible for driving Mutual Fund Sales through NDs, KRs and IFAs. • Develop and maintain relationship with clients and all channel partners and increase market share for DSPAM • Conducting meetings with clients/associates, understanding their needs and...

  • Virtual Relationship Manager

    2 weeks ago

    Navi Mumbai, Maharashtra, India Kotak Mahindra Bank Full time ₹ 24,00,000 - ₹ 60,00,000 per year

    Job Role: Virtual Relationship Manager (VRM) Kotak Mahindra BankLocation: Wagle Estate, ThaneEmployment Type: Full-timeDepartment: Banking SalesPayroll: Directly on Kotak Mahindra Banks payrollEligibility Criteria:Gender: Male/Female candidates can applyEperience:Minimum 1 year of experience in banking sales or BPO voice process with sales exposureNo...

  • Hiring For Virtual Relationship Manager

    2 weeks ago

    Navi Mumbai, Maharashtra, India Kotak Life Insurance Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Greetings from Kotak Life InsuranceInterested candidates can share their resume at"" or Job Location : Thane (Candidates from Central Line only)Job Title: Sales Manager / Unit ManagerVirtual Relationship ManagerJob Responsibilities:Responsible for generating revenue& business targets, through the team of bank VRMs mapped.Build rapport and provide quick...