Activation Relationship Manager

Role & responsibilities

The objective of the role is to be responsible to get the customer start investing Journey on Moneyfy Platform. through virtual channels. This role involves utilizing digital tools and platforms to engage with clients, provide advisory services, and drive business growth.

Preferred candidate profile

• Minimum Degree: Graduation /12+3
• Minimum Years/type of experience 0-3 years
• Engaging with customer to get them on Moneyfy Platform.
• Educating customer on Mutual fund returns.
• Understand their financial goals and risk appetite.
• Activating customer Investment in Mutual Fund.
• proficient in both Bengali and South Indian

Perks and benefits