Virtual Relationship Manager- Stock Broking Co- Noida
3 days ago
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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