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Virtual Relationship Manager

3 months ago


New Delhi, India DigitalCube Consultancy Full time

JOBDESCRIPTION


PositionVirtual Relationship Manager

Experience 13years
LocationDelhi


JobRole The key areas of responsibilities are asfollows:


To achieve assigned business targets and enhance net worth ofrelationships by upselling

&cross selling AMCs mutual fundproducts.

To acquire clients profilethem and suggest suitable schemes as per theirinvestment

objective & riskappetite.

To ensure regular contactwith all the mapped clients through regularcalls.

To be a single point ofcontact for the assigned set of clients and ensure higheststandard

of servicedelivery.

To stay well versed andupdated about all the schemes offered by the fundhouse.

Knowledge & EssentialSkills:


Good communication skills

Relationship skills necessary to manageclients.

Good knowledge of MFindustry products & Financial Markets (Equity / Debt /ETFs)

HighEnthusiasm

Academics:

MinimumQualification: Fulltime Graduation orMBA

Remarks:

Candidate having a prior call center experience will bepreferred



JOB DESCRIPTION Position Virtual Channel Experience 1-3 years JobRole - The key areas of responsibilities are as follows: - Toachieve assigned business targets and enhance net worth ofrelationships by upselling & cross selling AMCs mutual fundproducts. - To acquire clients, profile them and suggest suitableschemes as per their investment objective & risk appetite. - Toensure regular contact with all the mapped clients through regularcalls. - To be a single point of contact for the assigned set ofclients and ensure highest standard of service delivery. - To staywell versed and updated about all the schemes offered by the fundhouse. - Knowledge & Essential Skills: - Good communicationskills - Relationship skills necessary to manage clients. - Goodknowledge of MF industry, products & Financial Markets (Equity/ Debt / ETFs) - High Enthusiasm Academics: Minimum Qualification:Full-time Graduation or MBA Remarks: - Candidate having a priorcall center experience will be preferred