Financial Advisor

2 weeks ago

Noida, Uttar Pradesh, India Bonanza Portfolio Ltd Full time ₹ 5,00,000 - ₹ 10,00,000 per year

Job Title: Virtual Relationship Manager – MF/ Online Stock Broking

Industry:
Financial Services / Wealth Management

Location:
Noida

Department:
Sales / Client Relationship

Reports To:
Team Leader / Branch Head / Sales Manager

Employment Type:
Full-time

Job Summary:

We are looking for a proactive and customer-focused
Virtual Relationship Manager (VRM)
to join our mutual fund distribution team. The VRM will be responsible for engaging with clients/ Associates virtually (via calls, video, and online platforms), understanding their financial goals, and recommending suitable mutual fund products. This role requires a strong knowledge of financial products, excellent communication skills, and the ability to build long-term client/ Associate relationships remotely.

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 switching/redemption as per their needs.
  • Upsell and cross-sell mutual fund products and related services (e.g., tax-saving options, retirement planning).
  • Ensure regular follow-ups with clients for portfolio reviews, market updates, and service-related issues.
  • Track and achieve sales and revenue targets assigned by the organization.
  • Educate clients about new fund offerings (NFOs), market movements, and investment strategies.
  • Ensure compliance with SEBI guidelines, KYC norms, and internal processes.
  • Maintain accurate records of client interactions and transactions on CRM systems.

Qualifications & Skills:

  • Bachelor's degree in Finance, Commerce, Business, or related field (MBA/PGDM is a plus).
  • 1–3 years of experience in mutual fund sales, financial advisory, or relationship management (virtual or in-person).
  • NISM Series V-A certification (Mutual Fund Distributor)
    .
  • Strong understanding of mutual fund products, SIPs, taxation benefits (ELSS), and investor profiles.
  • Excellent communication skills in English and].
  • Ability to build rapport virtually and manage client expectations effectively.
  • Self-motivated, target-driven, and good at multitasking.
  • Proficient in MS Office, CRM tools, and financial calculators.

Preferred Experience:

  • Prior experience in a fintech, wealth advisory firm, or AMC distribution partner.
  • Exposure to digital investment platforms, robo-advisory tools, or video-based client interactions.

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