Virtual Relationship Manager

0 - 3 years

3.0 - 5.5 Lacs P.A.

Navi Mumbai, Thane, Mumbai (All Areas)

Posted:2 months ago| Platform: Naukri logo

Apply Now

Skills Required

Mutual FundsWealth Salesmutual fund advisorSalesInvestment AdvisoryHNIPortfolio ManagementMutual Funds SalesFinancial AdvisoryVRMNISMWealth ManagementHNI SalesPMSMFInvestmentInvestment Products

Work Mode

Work from Office

Job Type

Full Time

Job Description

Dear Candidates, We have a vacancy with our esteemed client in AMC, Location - Thane. Role & responsibilities To generate business from the mapped customer base and building relationship with existing customers. Risk Profiling of investors & then build financial plan accordingly Increase the AUM book by 25% in a year. Acquisition of new investors through referrals and lead generation campaigns Servicing and cross selling of various funds. Retention of money through fund house views and knowledge update on market. Segmenting the investors based on their age, geography etc and recommending the products based on their risk appetite. Achieving Productivity targets on a monthly and YTD basis. Ensuring strict adherence to service and quality benchmarks, and world class service experience for customers. Enhancing Knowledge through market news, outlook and other online & offline knowledge resources. Anticipating, understanding and addressing the changing needs of customers. Preferred candidate profile Candidate must be having good communication skills. NISM Certification VA mandatory, Incase not there candidates willing to give exams can connect Interested candidates kindly mail profile to globalmumbai555@gmail.com or contact on - 9820840908 Please note we are conducting interviews on Thursday 20th March at Thane location. Regards HR Team

RecommendedJobs for You

Chennai, Pune, Mumbai, Bengaluru, Gurgaon

Chennai, Pune, Delhi, Mumbai, Bengaluru, Hyderabad, Kolkata

Pune, Bengaluru, Mumbai (All Areas)