Virtual Relationship Manager

JOB DESCRIPTION

Position Virtual Relationship Manager

Experience 13 years

LocationDelhi

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: Fulltime Graduation or MBA

Remarks:

Candidate having a prior call center experience will be preferred

JOB DESCRIPTION Position Virtual Channel Experience 1-3 years 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