Virtual Relationship Manager - MF- Online Stock Broking @ One leading Channel

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Virtual Relationship Manager - MF- Online Stock Broking

One leading Channel
2 - 5 years
Noida, Gurugram
9 months ago
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Job Description

Manage a portfolio of existing and prospective clients through virtual platforms
(phone, email)
Understand client investment needs, risk appetite, and financial goals
Ensure regular follow-ups with clients for portfolio reviews, market updates

Required Candidate profile

Graduate with 24 years of experience in mutual fund sales, financial advisory, relationship management (virtual or in-person)
Strong understanding of mutual fund products, SIPs, (ELSS)

Job Classification

Industry: Financial Services (Broking)
Functional Area / Department: BFSI, Investments & Trading
Role Category: Banking Operations
Role: Relationship Manager
Employement Type: Full time

Contact Details:

Company: One leading Channel
Location(s): Noida, Gurugram

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Keyskills: Portfolio Management Mutual Funds Sales NISM Virtual Relationship Manager Investment Products Mutual Funds Cross Selling Third Party Products ELSS Phone Banking financial services HNI Client Handling Wealth Management PMS Financial Products sip

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₹ .25-5 Lacs P.A

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Your name (*)

Email (*)

Mobile (*)

Preferred City (* max. 2 w/comma)

Designation / Expected Role

Current / Recent Company (*)

Experience (*)

Expected Salary (*)

Desired Industry (*):

Functional area / Department (*):

Enter Skills (key skills, subjects, technologies & roles to use in search)

Write briefly about yourself, your experience and education (*)

Attach ResumeMax 2.38 MB (RTF, PDF, DOC, DOCX formats only parsed)

Please, check the file size and type.

Add social media [ + ]

Create password

I agree with website service terms and conditions

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Virtual Relationship Manager - MF- Online Stock Broking @ One leading Channel

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