Virtual Relationship Manager

3 days ago

Bengaluru Mysuru, India Dream Solution Indore Full time ₹ 5,00,000 - ₹ 25,00,000 per year

Role & responsibilities

Engage with customers throughout their journey and provide tailored products and services that align with their financial requirements.

  • Foster strong relationships with existing customers while ensuring portfolio quality is maintained.
  • Evaluate customer needs, market trends, and potential collaborations to deliver innovative, technology-driven solutions.
  • Develop a sales pipeline for short, medium, and long-term growth based on market opportunities.
  • Oversee clients' investment portfolios to ensure long-term financial growth and stability.
  • Keep customers informed about their portfolio performance and ongoing activities.

Preferred candidate profile

Exp-Minimum-3-4 yrs exp in banking and RM role

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