Virtual Relationship Manager – Customer Engagement – Job Vacancy in Mumbai – Mutual Funds

Job Vacancies in Mumbai (MBA Freshers can Apply)

Number of Positions: 70

Candidates preferred – Graduates or Post Graduates with 6 months to 2 years experience or more in Banking, Insurance, Broking, NBFC’s, AMC, Securities

Job Description-

• Generate business from the mapped customer base and building relationship with existing customers.
• Risk Profiling of investors & then build financial plan accordingly
• Increase the AUM book by 20% in a year.
• Acquisition of new investors through referrals and lead generation campaigns
• Servicing and cross selling of various funds. Retention of money through fund house views and knowledge update on market.
• Segmenting the investors based on their age, geography, etc and recommending the products based on their risk appetite.
• Achieving Productivity targets on monthly and YTD basis.
• Ensuring strict adherence to service and quality benchmarks, and world class service experience for customers.
• Enhancing Knowledge through market news, outlook and other online & offline knowledge resources.
• Anticipating, understanding and addressing the changing needs of customers.

Location: Mumbai – Andheri, Thane & Goregaon

CTC – Up-to 3.5 Lacs Plus Reimbursements and Performance Bonus

Apply online now or Share CV on What’s App at 7818940446

Share CV on what’s app at 7011620662 OR 8010280101 and also on mail at we.care@nirmalgyan.org