Relationship Manager

Role Summary

We are seeking a proactive and customer-centric Virtual Relationship Manager (VRM) to manage and grow client relationships through digital and virtual channels . The role focuses on understanding client financial goals, recommending suitable mutual fund and online investment solutions , and driving revenue through upselling and cross selling all without physical meetings.

Key Responsibilities

• Manage a portfolio of existing and prospective clients/associates via calls, emails, WhatsApp, and video meetings
• Understand client investment objectives, risk appetite, and financial goals
• Recommend appropriate mutual fund products including SIPs, lump-sum investments, switches, and redemptions
• Drive upselling and cross-selling of mutual funds and related offerings (ELSS, retirement solutions, goal-based investing)
• Conduct regular portfolio reviews , follow-ups, and market updates
• Achieve assigned sales, revenue, and client activation targets
• Educate clients on NFOs, market trends, and investment strategies
• Ensure strict compliance with SEBI regulations, KYC norms, and internal policies
• Maintain accurate records of interactions, transactions, and client data on CRM systems

Qualifications

• Bachelors degree in Finance, Commerce, Business, or related field
• MBA / PGDM (Finance) preferred
• NISM Series V-A (Mutual Fund Distributor) Mandatory

Experience

• 13 years of experience in: Mutual Fund Sales, Financial Advisory, Relationship Management (Virtual or On-field)

Key Skills & Competencies

• Strong understanding of: Mutual fund products, SIPs & lump-sum investments, ELSS & tax-saving instruments, Investor profiling
• Excellent verbal and written communication skills
• Ability to build strong virtual client relationships
• Target driven and self-motivated mindset
• Strong follow-up, objection-handling, and closing skills
• Proficiency in MS Office, CRM tools, and digital investment platforms

Preferred Experience

• Experience with Fintech platforms, Wealth Advisory firms, or AMC distribution partners
• Exposure to digital investment platforms, robo-advisory tools, or video-based client engagement