Hiring || Virtual Relationship Manager

2 weeks ago

Bengaluru, Karnataka, India Avani Consulting Full time ₹ 3,00,000 - ₹ 6,00,000 per year

Hiring Virtual Relationship Manager/VRM

More Information Contac HR.

Harika

Call / WhatsApp. your resume

Job Responsibilities:

To generate business from the mapped customer base

and building relationships with existing customers.

  • Risk Profiling of investors & then build financial plan accordingly
  • Increase the AUM book by 25% in a year.
  • Acquisition of new investors through referrals and lead generation campaigns
  • Servicing and cross selling of various funds. Retention of money through fund house

views and knowledge update on market.

  • Segmenting the investors based on their age, geography etc and recommending

the products based on their risk appetite.

  • Achieving Productivity targets on monthly and YTD basis.
  • Ensuring strict adherence to service and quality benchmarks, and world class

service experience for customers.

  • Enhancing Knowledge through market news, outlook and other online & offline

knowledge resources.

  • Anticipating, understanding and addressing the changing needs of customers.

  • 1 6 years of experience

More Information Contac HR Harika Call / WhatsApp. your resume

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