Job Description -Virtual Relationship Manager
About LiquiBonds

LiquiBonds, part of the Liquione Group, is a rapidly growing platform that specializes in Fixed Income Products such as Bonds, NCDs, AIFs,
and other innovative investment opportunities. Our mission is to empower investors ranging from retail to HNIs with transparent, secure, and rewarding fixed-income investment options. By combining technology, financial expertise, and customer-first values, we aim to simplify investments and help clients achieve long-term wealth creation.

Company Website: https://liquibonds.in

- Proactively engage with clients through virtual channels (video, phone, email, chat) to understand their investment needs in the bond market.
- Develop and maintain strong relationships with clients to provide them with personalized investment solutions.
- Explain features, benefits, and risks of various bond products/
- Keep clients updated on market trends, portfolio performance, and product updates.
- Identify cross-selling opportunities for other investment products.
- Maintain a high level of product knowledge and ensure compliance with internal policies and regulatory guidelines.
- Handle client queries and provide prompt resolutions to ensure customer satisfaction.




- Achieve assigned sales targets and ensure high-quality client onboarding.
- Maintain accurate records of client interactions and transactions in the CRM system.

Qualifications & Skills

- Bachelor's degree in Finance, Business, Economics, or a related field.
2-4 years of experience in wealth management / investment advisory/ financial sales, preferably in fixed income / bonds.
- Excellent communication and interpersonal skills.
- Knowledge of bond markets, interest rates, and portfolio management.
- Ability to build trust and provide tailored solutions to clients.
- Robust understanding of regulatory and compliance requirements.
- Proficiency with CRM tools and MS Office.

In this role, you'll be doing a mix of cold calling, calling on data sets, and reference calls, with around 100-150 calls per day.
You'll also source, empanel, and onboard IFAs, explain our bond and fixed-income products to them, and help them start doing business with us.

Along with this, you will manage relationships virtually and work towards sales targets.

Its a high-activity, target-driven role, ideal for someone comfortable with calling, onboarding partners, and relationship management.

📌 Virtual Relationship Manager (Maharashtra)
🏢 NDX Financial Services
📍 Maharashtra