Virtual RM - Mutual Funds - Leading Broking Firm
Virtual RM - Mutual Funds - Leading Broking Firm
Employer Active
Job Alert
You will be updated with latest job alerts via email
Share
Job Alert
You will be updated with latest job alerts via email
Job Description
Position Overview
You will be responsible for building strong relationships with clients understanding their needs providing personalized investment advice offering product recommendations and ensuring a high level of customer satisfaction all through virtual communication channels. This role involves regular communication via calls emails and chat platforms to foster longterm loyalty.
Key Responsibilities:
- Strong understanding of Mutual Funds and alternative investments.
- Drive the growth of assets under management (AUM) by acquiring new investments and expanding investments from existing clients.
- Provide proactive updates and market insights to clients helping them stay informed about their investments.
- Resolve client queries and concerns promptly ensuring high customer satisfaction and loyalty.
- Provide personalized mutual fund recommendations based on client profiles risk appetite and financial objectives.
- Educate clients about different types of mutual funds including equity debt hybrid and index funds.
- Stay uptodate with market trends economic conditions and mutual fund products to offer informed advice to clients.
- Promote and crosssell mutual fund products and services to existing clients helping them diversify their portfolios.
- Meet sales targets and KPIs set by the organization ensuring a continuous pipeline of new business inflow.
- Track and document client interactions in our CRM system to maintain accurate records and follow up as needed
- Collaborate with internal teams and external partners to deliver comprehensive financial solutions.
Candidates Profile:
- Minimum 2 years of experience in client relationship management sales or customer service preferably in a virtual environment.
- Knowledge of Stock Market & Mutual Funds.
- Familiarity with CRM tools and virtual collaboration software
VRM,Virtual Relationship Manager,Mutual Funds,Sales Manager,New Client Acquisitions,Client Acquisition,Cross selling
Employment Type
Full Time
