Virtual Relationship Manager

3 days ago

Noida, Uttar Pradesh, India Flysoft Full time ₹ 4,80,000 - ₹ 7,20,000 per year

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

Industry: Financial Services / Wealth Management

Location: Noida Sector 142

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.

Job Types: Full-time, Permanent

Pay: ₹30, ₹40,000.00 per month

Benefits:

  • Provident Fund

Education:

  • Bachelor's (Preferred)

Experience:

  • Mutual fund: 2 years (Required)

Location:

  • Noida, Uttar Pradesh (Required)

Work Location: In person

  • Virtual Relationship Management

    1 week ago

    Noida, Uttar Pradesh, India Kotak Mahindra Bank Full time ₹ 6,00,000 - ₹ 12,00,000 per year

    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...

  • Virtual Relationship Manager

    4 days ago

    Noida, Uttar Pradesh, India InsuranceDekho Full time ₹ 1,80,000 per year

    Looking to kickstart your career in the insurance & fintech space?We at InsuranceDekho are hiring Interns for the Virtual Relationship Manager (VRM) role under our Agency Channel for a 6-month paid internship. Who Can Apply? Freshers & Experienced Graduates / Undergraduates / Diploma Holders / 12th Pass Candidates from all educational backgrounds Internship...

  • Virtual Relationship Management-Associate

    1 day ago

    Noida, Uttar Pradesh, India Paytm Full time ₹ 4,00,000 - ₹ 12,00,000 per year

    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...

  • Virtual Relationship Manager- Stock Broking Co- Noida

    1 week ago

    Noida, Uttar Pradesh, India Aspiring Mantra Full time US$ 60,000 - US$ 1,20,000 per year

    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...

  • Virtual Event Manager

    2 days ago

    Noida, Uttar Pradesh, India The Economic Times Full time ₹ 1,04,000 - ₹ 1,30,878 per year

    Company DescriptionThe Economic Times is India's leading destination for business news, economy, and politics. As a Times Internet Product, it provides up-to-date information for business leaders and professionals. The Economic Times is renowned for its comprehensive coverage and analysis of important business trends. Potential applicants will join a...

  • Relationship Manager

    1 day ago

    Noida, Uttar Pradesh, India VYUG METAVERSE TECHNOLOGIES PRIVATE LIMITED Full time ₹ 60,000 - ₹ 3,00,000 per year

    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...

  • Client Relationship Executive

    2 hours ago

    Noida, Uttar Pradesh, India Eassistant Virtual Services Full time ₹ 90,000 - ₹ 1,20,000 per year

    ONLY FOR FEMALE CANDIDATES AND ITS A NIGHT SHIFT JOB OPPORTUNITYNO WORK FROM HOME AVAILABLEWe are actively seeking a Client Servicing Executive to join our team. This role is integral to maintaining strong client relationships and ensuring exceptional service delivery. The ideal candidate will possess outstanding communication skills, excel in administrative...

  • Virtual Assistant- Telecalling

    2 weeks ago

    Noida, Uttar Pradesh, India Akrostech Consulting Full time ₹ 2,00,000 - ₹ 6,00,000 per year

    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...

  • Virtual Assistant

    2 weeks ago

    Noida, Uttar Pradesh, India Akrostech Consulting Full time ₹ 2,00,000 - ₹ 6,00,000 per year

    Job Title:Virtual Assistant (Executive Administrator / Driver Support)Location:Sector 63, NoidaEmployment Type:Onsite (Night Shift- EST)/Full-timeAbout the RoleWe are looking for a highly organized and proactiveVirtual Assistantwho can provide end-to-end administrative support while assisting with driver coordination and operational needs.This role is ideal...

  • Virtual Assistant

    2 weeks ago

    Noida, Uttar Pradesh, India Head Field Solutions Pvt. Ltd. Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Head Field Solutions is looking for aVirtual Assistant – Property Managementto join our on-site team in Noida (Sector 59). This is a full-time, 5-day working role aligned withUS EST hours.Role Overview:We are seeking candidates with experience supporting Property Management or Real Estate businesses in the US market. The role involves managing...