Virtual Relationship Manager

3 days ago


Kolkata, West Bengal, India Saffollya O Samriddhi Llp Full time ₹ 9,00,000 - ₹ 12,00,000 per year

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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