Virtual Relationship Manager - Monefy - Mumbai

10451

Major Deliverables:

-       Establishing relationship with registered users

-       Based on the client’s requirement, recommending mutual funds

-       Achieving sales target for mutual fund sales – SIP / Lump sum

-       Resolving any of the client queries

-       Helping the investors with mutual fund portfolio review

-       Connecting with clients to give regular portfolio and market updates

-       Pitching on NFOs and other new products

-       Getting more referrals from the existing users for onboarding new investors on the platform

Specialized job competencies: Good communication skills, existing experience in mutual fund or insurance sales, Good understanding of mutual fund investments and products, target oriented mindset, NISM mutual fund distribution certification – VA. Desired Experience: 1-4 years in Mutual fund sales