Virtual Relationship Manager

5 days ago


Navi Mumbai, Maharashtra, India Equentis Wealth Advisory Full time ₹ 8,00,000 - ₹ 12,00,000 per year

Roles and Responsibilities

  • Manage relationships with existing clients through regular communication, ensuring high levels of customer satisfaction and retention.
  • Identify new business opportunities by cross-selling mutual funds, insurance products, and other financial services to existing clients.
  • Develop and maintain a strong understanding of client needs to provide tailored solutions for their financial goals.
  • Collaborate with internal teams to resolve client issues and improve overall service delivery.
  • Meet or exceed monthly sales targets by upselling/cross-selling relevant products.


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