Virtual Relationship Manager - Bank (4-9 yrs)

Position Overview

- As a Virtual Relationship Manager, you'll directly impact the way clients build their financial future. You will engage with high-net-worth individuals (HNWIs), evaluate their portfolios and guide them on investment strategies.

Responsibilities:

- Proactively reach out to potential High Net worth Clients through Digital Channels to identify and cultivate new relationships.

- Conduct Virtual/Physical consultations to understand client financial goals. Risk tolerance and investment objectives

- Establish and maintain strong physical/virtual relationships with existing clients through regular communication and checkins.

- Develop customized investment strategies aligned with clients' long-term financial aspirations.

- Collaborate with internal teams, including research analysts and portfolio managers, to offer well-informed investment solutions.

- Leverage digital tools and CRM systems to manage client interactions, track progress, and drive engagement.

- Stay updated on market trends, financial products, and regulatory changes to provide informed guidance.

Critical Success Factors

- Growth Opportunities: Take ownership and work on impactful projects. Grow across domains and build your own team

- Rewards: Competitive compensation with industry-best incentives, and wellness benefits.

- Culture: A flat, open-door organization where every idea matters. A dynamic, supportive work environment that values teamwork and inclusivity.

- Learning: Collaborate with highly talented teams in finance, product and tech, enhancing your skills across domains.

Requirements:

- Outstanding communication skills with the ability to simplify complex financial concepts.

- Expertise in financial products such as mutual funds, bonds, and portfolio management services.

- Proficiency in MS Excel.

- Prior experience in financial services, sales or banking preferred.

Education and Experience

- Bachelor's/Master's degree in Finance, Business Administration, or a related field.

Key Attributes:

- Energetic and self-driven with a go-getter attitude.

- High ownership and a results-oriented mindset.

- Team player with a collaborative mindset.

- Flexible and open to challenges with a commitment to growth