Virtual Relationship Manager

2 days ago

Mumbai, Maharashtra, India Global Hr Services Full time ₹ 4,00,000 - ₹ 12,00,000 per year

Dear Candidates,

We have a vacancy with our esteemed client in AMC, Location - Thane

Role & responsibilities

To generate business from the mapped customer base and building relationship with existing customers.

  • Risk Profiling of investors & then build financial plan accordingly
  • Increase the AUM book by 25% in a year.
  • Acquisition of new investors through referrals and lead generation campaigns
  • Servicing and cross selling of various funds. Retention of money through fund house views and knowledge update on market.
  • Segmenting the investors based on their age, geography etc and recommending the products based on their risk appetite.
  • Achieving Productivity targets on a monthly and YTD basis.
  • Ensuring strict adherence to service and quality benchmarks, and world class service experience for customers.
  • Enhancing Knowledge through market news, outlook and other online & offline knowledge resources.
  • Anticipating, understanding and addressing the changing needs of customers.

Preferred candidate profile

  • Candidate must be having good communication skills.
  • NISM Certification VA mandatory, Incase not there candidates willing to give exams can connect

Interested candidates kindly mail profile to

For Interview Details WhatsApp on

Looking for immediate joiners

Regards

HR Team

  • Virtual Relationship Manager

    1 week 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

    1 week 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...

  • Virtual Relationship Manager

    22 hours 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 Relationship Manager

    7 days 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...

  • Virtual Relationship Manager

    2 weeks ago

    Navi Mumbai, Maharashtra, India Mehr Capital Full time ₹ 10,00,000 - ₹ 15,00,000 per year

    Hiring: Virtual Relationship Manager (VRM) Drive revenue with focus on client profitability & portfolio growthSuggest investments as per risk appetiteSupport decisions via tech-enabled toolsStay updated on market news & financial trends Required Candidate profileManage 100–150 clients per dealer Department: Digital Business Unit Grade: E1/E2 – Assistant...

  • Hiring For Virtual Relationship Manager| Mumbai

    2 weeks ago

    Mumbai, Maharashtra, India Mount Talent Consulting Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Virtual Relationship ManagerLocation: MumbaiWhat we need :Graduate with minimum 50% marks.Minimum 2 years of experience as an Virtual Relationship Manager (VRM) or similar role in banking.Strong communication, influencing, and negotiation skills. Proficiency in MS Office, CRM, and related tools.Customer-first mindset and ability to thrive in a target-driven...

  • Virtual Relationship Manager

    2 weeks ago

    Mumbai, Maharashtra, India LiquiLoans Full time ₹ 2,00,000 - ₹ 3,50,000 per year

    Key ResponsibilitiesProactively engage with clients through virtual channels (video, phone, email, chat) to understand their investment needs in the bond market.Develop and maintain strong relationships with clients to provide them with personalized investment solutions.Explain features, benefits, and risks of various bond products.Keep clients updated on...

  • Virtual Relationship Manager– IFA

    1 week ago

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

    Job Title: Virtual Relationship Manager– IFA & MFD OnboardingLocation: MumbaiEmployment Type: Full-TimeExperience Level: 0–1 Years (Freshers Welcome)Job descriptionWe 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...

  • Virtual Relationship Manager

    1 week 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...