Virtual Relationship Manager

JOB DESCRIPTION

Position Virtual Relationship Manager

Job Role - The key areas of responsibilities are as follows:

- To achieve assigned business targets and enhance net worth of relationships by upselling

& cross selling AMCs mutual fund products.

- To acquire clients, profile them and suggest suitable schemes as per their investment

objective & risk appetite.

- To ensure regular contact with all the mapped clients through regular calls.

- To be a single point of contact for the assigned set of clients and ensure highest standard

of service delivery.

- To stay well versed and updated about all the schemes offered by the fund house.

Knowledge & Essential Skills:

- Good communication skills

- Relationship skills necessary to manage clients.

- Good knowledge of MF industry, products & Financial Markets (Equity / Debt / ETFs)

- High Enthusiasm

Academics:

Minimum Qualification: Full-time Graduation or MBA

Remarks:

- Candidate having a prior call center experience will be preferred