Virtual Relationship Manager
1 day ago
Job Description: Virtual Relationship Manager Mutual Fund & Investment Products
Location: Kolkata (as applicable)
Employment Type: Full-time
Department: Sales & Client Engagement
Reports To: Branch Manager
Role Overview
As a Virtual Relationship Manager (VRM) at Saffollya, you will be responsible for managing and nurturing client relationships virtually, with a strong focus on promoting mutual fund and investment products. You will deliver a seamless digital experience, guide clients through their investment journey, and ensure consistent engagement through proactive communication. Note: This role is centered on proactive, service-based sales, with a focus on building long-term relationships and delivering tailored investment solutions to priority clients.
Key Responsibilities (Concise)
- Manage virtual onboarding and relationship engagement for assigned clients
- Promote mutual fund and investment products via digital channels
- Conduct service and sales calls using CRM and communication tools
- Educate clients on investment options and financial planning
- Ensure CRM hygiene and timely updates
- Coordinate with marketing and product teams for lead generation
- Comply with AMFI/NISM guidelines and internal policies
- Participate in training, mock calls, and performance reviews
- Send welcome communications and track daily performance
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