Virtual Relationship Manager - Monefy - Mumbai

About this role

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