Full description

We are seeking a dedicated and knowledgeable Virtual Relationship Manager to join our team in the Mumbai region. The ideal candidate will have a strong background in mutual funds, broking, and securities, and will be responsible for managing client relationships in a virtual environment. As a Virtual Relationship Manager, you will play a crucial role in providing clients with tailored investment solutions and ensuring their financial goals are met.

Key Responsibilities:

Develop and maintain strong relationships with clients through virtual communication channels.
Provide expert advice on mutual funds, alternative investment funds (AIF), portfolio management services (PMS), and other investment products.
Conduct regular follow-ups with clients to assess their investment needs and provide updates on market trends.
Collaborate with internal teams to ensure seamless service delivery and client satisfaction.
Stay updated on industry regulations and compliance requirements, including NISM certifications.
Assist clients in understanding their investment options and guide them in making informed decisions.

Required Skills:

Strong knowledge of mutual funds, broking, and securities.
Excellent communication and interpersonal skills.
Ability to work independently in a virtual environment.
Familiarity with NISM regulations and compliance.
Proficiency in using digital communication tools and platforms.

If you are passionate about finance and client relationship management, and possess the required skills, we encourage you to apply for this exciting opportunity as a Virtual Relationship Manager.