Virtual Relationship Manager

20 hours ago

Noida, Uttar Pradesh, India Keystone Kinetic Technologies Solution Full time ₹ 3,00,000 - ₹ 4,00,000 per year

Key Responsibilities

  • Acquire direct clients and onboard Business Associates (DSAs) for financial products
  • Achieve monthly and individual sales targets across stockbroking, PMS, mutual funds, FDs, and insurance
  • Identify and activate business associates with strong client networks
  • Provide joint call support and product training to business associates
  • Ensure activation and consistent performance of acquired BAs/DSAs
  • Maintain strong client relationships and high service standards
  • Track and meet individual KRAs and business activation goals
  • Manage CRM records and respond to client queries

Preferred Experience

  • 2 years in financial product sales (Stock Broking, Mutual Funds, Insurance, PMS)
  • Exposure to both Direct Sales and B2B Channel Sales
  • Strong communication, networking, and client acquisition skills

Key Skills

  • Financial Product Sales (Stock Broking, MF, Insurance, PMS)
  • Business Development & Client Acquisition
  • Customer Relationship Management (CRM)
  • Product Training & Joint Call Support
  • Target Achievement & KPI Tracking
  • Communication & Presentation Skills

Job Types: Full-time, Permanent

Pay: ₹300, ₹400,000.00 per year

Benefits:

  • Provident Fund

Education:

  • Bachelor's (Required)

Experience:

  • Stock Broking, PMS, Mutual Funds, FDs, Insurance: 2 years (Required)
  • Direct Sales and B2B Channel Sales: 2 years (Required)
  • CRM Management & Client Query Resolution: 2 years (Required)
  • Target Achievement & KRA Tracking: 2 years (Required)
  • Customer relationship management (CRM) skills: 2 years (Required)
  • Business Associate & (DSA) Activation: 2 years (Required)
  • Joint Call Support & Product Training Delivery: 2 years (Required)
  • Product Knowledge Across Financial Instruments: 2 years (Required)
  • Channel Development & Direct Sales: 2 years (Required)
  • Reporting & Data Management Proficiency: 2 years (Required)
  • Self-Motivated & Target-Driven Approach: 2 years (Required)
  • Strong Communication & Negotiation Skills: 2 years (Required)

Language:

  • English, Hindi (Required)

Work Location: In person

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