Virtual Relationship Manager

Position Overview

You will be responsible for building strong relationships with clients, understanding their needs, providing personalized investment advice, offering product recommendations, and ensuring a high level of customer satisfaction, all through virtual communication channels. This role involves regular communication via calls, emails, and chat platforms to foster long-term loyalty.

Key Responsibilities:

• Strong understanding of Mutual Funds and alternative investments.

• Drive the growth of assets under management (AUM) by acquiring new investments and expanding investments from existing clients.

• Provide proactive updates and market insights to clients, helping them stay informed about their investments.

• Resolve client queries and concerns promptly, ensuring high customer satisfaction and loyalty.

• Provide personalized mutual fund recommendations based on client profiles, risk appetite, and financial objectives.

• Educate clients about different types of mutual funds, including equity, debt, hybrid, and index funds.

• Stay up-to-date with market trends, economic conditions, and mutual fund products to offer informed advice to clients.

• Promote and cross-sell mutual fund products and services to existing clients, helping them diversify their portfolios.

• Meet sales targets and KPIs set by the organization, ensuring a continuous pipeline of new business inflow.

• Track and document client interactions in our CRM system to maintain accurate records and follow up as needed

• Collaborate with internal teams and external partners to deliver comprehensive financial solutions

Personal Skills:

• Exceptional Verbal & Written Communication Skills

• Should be a self-starter, proactive & target oriented

• Should have strong networking & relationship building skills

• Organised, high energy, results driven, superior problem solving skills & high attention to detailing

• A customer-centric approach, understanding customer needs and aligning solutions to enhance customer satisfaction

• Strong interpersonal skills with an ability to generate trust and confidence in clients

Qualifications:

• Bachelors degree in Finance, Business or a related fields

• Minimum 2 years of experience in client relationship management, sales, or customer service, preferably in a virtual environment

• AMFI (Association of Mutual Funds in India) certification are preferred.

• Strong communication and interpersonal skills, with an emphasis on empathy and understanding

• Familiarity with CRM tools and virtual collaboration software

• Strong analytical and problem-solving abilities

• Knowledge of Stock Market & Mutual Funds