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Virtual Relationship Manager - Monefy - Mumbai

Tata Capital·Remote

Pay not stated1–4 yrsFull-timeRemote
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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

  • 1–4 yrs of experience
  • Mutual funds
  • Sales
  • Insurance
  • Any graduate

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