Virtual Relationship Manager

Job Title: Relationship Manager – Mutual Fund Sales The RM will be responsible for driving Mutual Fund sales through National Distributors (NDs), Key Relationships (KRs), and Independent Financial Advisors (IFAs). The role requires strong relationship-building, market knowledge, and the ability to deliver consistent sales growth and market share for...

About DSP Asset Managers DSP is one of the premier asset management companies in India. We have a wide product stable with mutual fund products available across the risk-reward spectrum. Today, lakhs of Indian investors from over a hundred cities invest in one or more of our products.The DSP Group, headed by Mr. Hemendra Kothari, is one of the oldest...

The job would require the candidate to meet clients (family offices & Ultra High Net Worth Individuals), understand their financial/investment objectives & risk appetite and recommend appropriate products. What is the role's objective?Establish, grow, and manage investment relationships with clients Be the primary client contact and trusted investment...

Key Responsibilities:Strategic Planning and Execution:Help in development and implement PR and communication strategies aligned with company goals.Help in creation and management of PR campaigns, ensuring consistent messaging across all channels.Content Creation and Management:Write and edit press releases, articles, speeches, and other communication...

Payroll: BankManage & grow HNI relationships virtuallyOffer tailored wealth solutions (Investments, Loans, Insurance)Acquire clients via referrals & outbound callsMeet sales & revenue targetsEnsure top-notch service & complianceAge Limit-28 Required Candidate profileMinimum 1+ years in Retail Banking / Wealth Management Preferred BackgroundsVRM-Virtual...

Company Description We suggest you enter details here. Role Description This is a full-time on-site role for a Virtual Assistant based in India. The Virtual Assistant will support administrative and operational tasks, such as scheduling appointments, managing correspondence, organizing calendars, and maintaining records. Additional responsibilities include...

Company Description We suggest you enter details here. Role Description This is a full-time on-site role for a Virtual Assistant based in India. The Virtual Assistant will support administrative and operational tasks, such as scheduling appointments, managing correspondence, organizing calendars, and maintaining records. Additional responsibilities include...

What is the objective of the role?Responsible for Relationship Management and handling Mutual Fund sales from direct clients.Conducting meetings with clients/associates, understanding their goals, aspirations and financial objectives and provide relevant feedback up the chainEngage with the customers regularly and conduct their portfolio reviews.Monitor...

Key Responsibilities:Strengthen and grow relationships with existing First Wealth customers.Acquire new Non-Resident (NR) accounts and generate qualified referrals.Drive remittance business across managed and sourced portfolios.Conduct virtual client meetings and deliver superior customer service.Promote usage of mobile banking, Optimus App, and digital...

Key Responsibilities:Strengthen and grow relationships with existing First Wealth customers.Acquire new Non-Resident (NR) accounts and generate qualified referrals.Drive remittance business across managed and sourced portfolios.Conduct virtual client meetings and deliver superior customer service.Promote usage of mobile banking, Optimus App, and digital...