Virtual Relationship Manager- Stock Broking Co- Noida

3 days 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 goals

Ensure regular follow-ups with clients for portfolio reviews, market updates

Required Candidate profile

Graduate with 2–4 yrs of Experience in mutual fund sales, financial advisory, relationship management .

Strong understanding of mutual fund products, SIPs, (ELSS)



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