Virtual Digital/ Relationship Manager

Job Title: Virtual Relationship Manager MF/ Online Stock BrokingIndustry: Financial Services / Wealth ManagementLocation:NoidaDepartment: Sales / Client RelationshipReports To: Team Leader / Branch Head / Sales ManagerEmployment Type: Full-timeJob Summary:We are looking for a proactive and customer-focused Virtual Relationship Manager (VRM) to join our...

Job Title: Virtual Relationship Manager – MF/ Online Stock BrokingIndustry:Financial Services / Wealth ManagementLocation:NoidaDepartment:Sales / Client RelationshipReports To:Team Leader / Branch Head / Sales ManagerEmployment Type:Full-timeJob Summary:We are looking for a proactive and customer-focusedVirtual Relationship Manager (VRM)to join our mutual...

Job Description:Key Responsibilities:Manage a portfolio of existing and prospective clients through virtual platforms (phone, email, WhatsApp, video calls).Understand client investment needs, risk appetite, and financial goals to offer personalized mutual fund recommendations.Assist clients/ Associates in starting SIPs, lump sum investments, or...

Roles and ResponsibilitiesManage virtual relationships with existing clients through regular communication, ensuring high levels of customer satisfaction and retention.Identify new business opportunities by cold calling, telecalling, and lead generation to drive sales growth.Develop strong selling skills to meet targets set by the organization, utilizing...

About Us: Paytm is India's leading mobile payments and financial services distribution company. Pioneer of the mobile QR payments revolution in India, Paytm builds technologies that help small businesses with payments and commerce. Paytm's mission is to serve half a billion Indians and bring them to the mainstream economy with the help of...

About Us:Paytm is India's leading mobile payments and financial services distribution company. Pioneer of the mobile QR payments revolution in India, Paytm builds technologies that help small businesses with payments and commerce. Paytm's mission is to serve half a billion Indians and bring them to the mainstream economy with the help of technology.Job...

Company Description:VYUG is a leading tech company with expertise in integrated solutions across Virtual Reality (VR), Augmented Reality (AR), Extended Reality (XR), and Artificial Intelligence (AI). Vyug offers end-to-end services for developing immersive environments, advanced AI-driven applications, and cross-reality systems that enhance human-computer...

Manage a portfolio of existing and prospective clients through virtual platforms(phone, email)Understand client investment needs, risk appetite, and financial goalsEnsure regular follow-ups with clients for portfolio reviews, market updates Required Candidate profileGraduate with 2–4 yrs of Experience in mutual fund sales, financial advisory, relationship...

Role OverviewWe are seeking a highly motivated and skilled Relationship Manager to join our Digital Wealth team. The role involves client acquisition, financial planning, and portfolio management, with a focus on delivering customized, tax-efficient investment strategies. Candidates with professional certifications such as CFP, CFA, or CWP will have an added...

Virtual Assistant – TelecallingCompany:Akrostech Consulting LLCLocation:Noida, UPShift:USA TimezoneAbout UsAkrostech Consulting LLC is a U.S.-based outsourcing company with operations in India. We provide Recruitment, Virtual Assistance, Accounting, and Legal Support services to clients across North America.Role OverviewWe are looking for an...