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

Originally posted on Himalayas