Virtual Relationship Manager

2 days ago

Noida, Uttar Pradesh, India Bonanza Portfolio Full time ₹ 5,00,000 - ₹ 15,00,000 per year

Job Title: Virtual Relationship Manager MF/ Online Stock Broking

Industry: Financial Services / Wealth Management

Location:Noida

Department: Sales / Client Relationship

Reports To: Team Leader / Branch Head / Sales Manager

Employment Type: Full-time

Job Summary:

We are looking for a proactive and customer-focused Virtual Relationship Manager (VRM) to join our mutual fund distribution team. The VRM will be responsible for engaging with clients/ Associates virtually (via calls, video, and online platforms), understanding their financial goals, and recommending suitable mutual fund products. This role requires a strong knowledge of financial products, excellent communication skills, and the ability to build long-term client/ Associate relationships remotely.

Key Responsibilities:

  • Manage a portfolio of existing and prospective clients through virtual platforms (phone, email, WhatsApp, video calls).
  • Understand client investment needs, risk appetite, and financial goals to offer personalized mutual fund recommendations.
  • Assist clients/ Associates in starting SIPs, lump sum investments, or switching/redemption as per their needs.
  • 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.
  • Educate clients about new fund offerings (NFOs), market movements, and investment strategies.
  • Ensure compliance with SEBI guidelines, KYC norms, and internal processes.
  • 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 a plus).
  • 1–3 years of experience in mutual fund sales, financial advisory, or relationship management (virtual or in-person).
  • NISM Series V-A certification (Mutual Fund Distributor) .
  • Strong understanding of mutual fund products, SIPs, taxation benefits (ELSS), and investor profiles.
  • Excellent communication skills in English and].
  • Ability to build rapport virtually and manage client expectations effectively.
  • Self-motivated, target-driven, and good at multitasking.
  • Proficient in MS Office, CRM tools, and financial calculators.

Preferred Experience:

  • Prior experience in a fintech, wealth advisory firm, or AMC distribution partner.
  • Exposure to digital investment platforms, robo-advisory tools, or video-based client interactions.

  • Virtual Relationship Manager

    4 days ago

    Noida, Uttar Pradesh, India Bonanza Portfolio Ltd Full time ₹ 8,00,000 - ₹ 15,00,000 per year

    Job Title: Virtual Relationship Manager – MF/ Online Stock BrokingIndustry:Financial Services / Wealth ManagementLocation:NoidaDepartment:Sales / Client RelationshipReports To:Team Leader / Branch Head / Sales ManagerEmployment Type:Full-timeJob Summary:We are looking for a proactive and customer-focusedVirtual Relationship Manager (VRM)to join our mutual...

  • Virtual Relationship Manager

    5 days ago

    Noida, Uttar Pradesh, India RECEX Full time ₹ 5,00,000 - ₹ 15,00,000 per year

    Job Description:Key Responsibilities:Manage a portfolio of existing and prospective clients through virtual platforms (phone, email, WhatsApp, video calls).Understand client investment needs, risk appetite, and financial goals to offer personalized mutual fund recommendations.Assist clients/ Associates in starting SIPs, lump sum investments, or...

  • Virtual Relationship Management

    1 week ago

    Noida, Uttar Pradesh, India Kotak Mahindra Bank Full time ₹ 6,00,000 - ₹ 12,00,000 per year

    Roles and ResponsibilitiesManage virtual relationships with existing clients through regular communication, ensuring high levels of customer satisfaction and retention.Identify new business opportunities by cold calling, telecalling, and lead generation to drive sales growth.Develop strong selling skills to meet targets set by the organization, utilizing...

  • Virtual Relationship Management-Associate

    7 days ago

    Noida, Uttar Pradesh, India Paytm Full time ₹ 5,00,000 - ₹ 25,00,000 per year

    About Us: Paytm is India's leading mobile payments and financial services distribution company. Pioneer of the mobile QR payments revolution in India, Paytm builds technologies that help small businesses with payments and commerce. Paytm's mission is to serve half a billion Indians and bring them to the mainstream economy with the help of...

  • Virtual Relationship Management-Associate

    2 days ago

    Noida, Uttar Pradesh, India Paytm Full time ₹ 4,00,000 - ₹ 12,00,000 per year

    About Us:Paytm is India's leading mobile payments and financial services distribution company. Pioneer of the mobile QR payments revolution in India, Paytm builds technologies that help small businesses with payments and commerce. Paytm's mission is to serve half a billion Indians and bring them to the mainstream economy with the help of technology.Job...

  • Virtual Relationship Manager- Stock Broking Co- Noida

    1 week ago

    Noida, Uttar Pradesh, India Aspiring Mantra Full time US$ 60,000 - US$ 1,20,000 per year

    Manage a portfolio of existing and prospective clients through virtual platforms(phone, email)Understand client investment needs, risk appetite, and financial goalsEnsure regular follow-ups with clients for portfolio reviews, market updates Required Candidate profileGraduate with 2–4 yrs of Experience in mutual fund sales, financial advisory, relationship...

  • Relationship Manager

    2 days ago

    Noida, Uttar Pradesh, India VYUG METAVERSE TECHNOLOGIES PRIVATE LIMITED Full time ₹ 60,000 - ₹ 3,00,000 per year

    Company Description:VYUG is a leading tech company with expertise in integrated solutions across Virtual Reality (VR), Augmented Reality (AR), Extended Reality (XR), and Artificial Intelligence (AI). Vyug offers end-to-end services for developing immersive environments, advanced AI-driven applications, and cross-reality systems that enhance human-computer...

  • Virtual Assistant- Telecalling

    2 weeks ago

    Noida, Uttar Pradesh, India Akrostech Consulting Full time ₹ 2,00,000 - ₹ 6,00,000 per year

    Virtual Assistant – TelecallingCompany:Akrostech Consulting LLCLocation:Noida, UPShift:USA TimezoneAbout UsAkrostech Consulting LLC is a U.S.-based outsourcing company with operations in India. We provide Recruitment, Virtual Assistance, Accounting, and Legal Support services to clients across North America.Role OverviewWe are looking for an...

  • Virtual Assistant

    2 weeks ago

    Noida, Uttar Pradesh, India Global FPO Full time ₹ 2,00,000 - ₹ 6,00,000 per year

    Company DescriptionGlobal FPO specializes in delivering high-quality outsourcing and consulting services to accounting and tax firms across the US, Canada, UK, Australia, and EMEA. With over 12 years of expertise, we provide accounting, bookkeeping, tax filing, and payroll services while ensuring operational excellence and cost savings. Our team, led by...

  • Virtual Digital/ Relationship Manager

    1 week ago

    Noida, Uttar Pradesh, India Ebixcash global services Full time ₹ 16,000 - ₹ 20,500 per year

    Category: SalesLocation: NoidaDescription: Tele sales of Banking products (Freshers are welcome). Requirements:1) Minimum Graduation qualification is a must.2) Excellent communication skills in English, Hindi.3) Voice calling experience is mandatory for VRM.4) Fresher's can be considered if they are interested to work in outbound sales process.5) Any...