Digital Relationship Manager
7 days ago
Job Title:
Digital Relationship Manager / Virtual Relationship Manager
Location:
Marol, Andheri (Mumbai)
Experience Required:
Minimum 1+ years in a similar role
About the role:
We are seeking an experienced
Digital / Virtual Relationship Manager
who has proven expertise in client engagement and selling financial products. The ideal candidate should have prior exposure to handling
Fixed Income Products
such as
Bonds, NCDs, AIFs
, and similar offerings. Candidates from the wealth management, investment advisory, or financial services industry will be given preference.
Key Responsibilities:
- Engage with clients through digital / virtual platforms to understand their investment needs and offer suitable financial products.
- Promote and sell
Fixed Income Products (Bonds, NCDs, AIFs, etc.)
to both new and existing clients. - Build, nurture, and maintain long-term client relationships.
- Provide end-to-end assistance to clients including onboarding, documentation, and investment execution.
- Stay updated with market trends and product knowledge to deliver accurate advisory.
- Work closely with internal teams to ensure seamless service delivery.
Desired Candidate Profile
- Minimum
1+ year of experience
in a similar role within financial services or investment advisory. - Strong knowledge and practical exposure to
Fixed Income Products
(Bonds, NCDs, AIFs, etc.). - Good communication and interpersonal skills with the ability to handle clients virtually.
- Self-motivated, target-driven, and client-centric professional.
- Preference will be given to candidates from wealth management, distribution houses, or investment advisory firms.
What we Offer
- Competitive salary with performance-based incentives.
- Opportunity to work with a fast-growing financial services organization.
- Exposure to a wide range of investment products.
- Professional growth and career advancement opportunities.
-
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