Virtual Relationship Manager- Monefy - Mumbai - Lower Parel - JM *JM*
RemoteFull-time1–4 yrsPosted open since oct 2023
Junior finance role at Tata Capital. Needs 1+ years. Remote.
About the role
Establishing relationship with registered users Based on the client’s requirement, recommending mutual funds Achieving sales target for mutual fund sales – SIP / Lump sum Helping the investors with mutual fund portfolio review Connecting with clients to give regular portfolio and market updates Getting more referrals from the existing users for onboarding new investors on the platform
What you'll do
- Establishing relationship with registered users
- Achieving sales target for mutual fund sales – SIP / Lump sum
- Resolving any of the client queries
- Helping the investors with mutual fund portfolio review
What you need
- Mutual funds
- Sales
- Insurance