Virtual Relationship Manager

Position OverviewYou will be responsible to manage a team of Virtual Relationship Managers (VRMs). This team will promotestock market products and grow digital revenue through virtual channels. You will be responsible forsetting team goals, creating revenue strategies, and ensuring optimal performance through clientactivation, revenue generation and client...

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,...

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...

Position OverviewYou will be responsible to manage a team of Virtual Relationship Managers (VRMs). This team will promote stock market products and grow digital revenue through virtual channels. You will be responsible for setting team goals, creating revenue strategies, and ensuring optimal performance through client activation, revenue generation and...

Roles and Responsibilities Engage and nurture the relationship with channel partners to drive business targetsDesign and execute a sales plan to help the team gain maximum mindshare of the distributor , thus meeting targets and improve market share in the HDFC Bank VirtualReview team's progress against plan and guide them to succeed and grow in their...

Job Title: Relationship Manager - Sales Location: Corporate Office - Naraina Vihar (Above Naraina Metro Station), New Delhi Employment Type: Full-Time | Permanent Industry: Financial Services | Fintech Salary- 25k to 40k Key Responsibilities: Acquire and onboard new clients by understanding their tax and financial needs. Maintain strong client relationships...

Roles and Responsibilities Engage and nurture the relationship with channel partners to drive business targetsDesign and execute a sales plan to help the team gain maximum mindshare of the distributor , thus meeting targets and improve market share in the HDFC Bank VirtualReview team's progress against plan and guide them to succeed and grow in their...

We're looking for a proactive Virtual Office Administrator / Backend Executive to handle daily operations, client communication, and lead management. Must be organized, tech-savvy, and efficient in remote work. Knowledge of AI tools is a plus.

Reach out to potential clients via phone, email or whtsapp or virtual meeting to explain our stock advisory services.Understand client needs, financial goals, and risk appetite to suggest appropriate plans.Convert leads into active paying customers through consultative selling.Maintain regular follow-up and client relationship management.Meet or exceed...