Virtual Relationship Manager- Monefy - Mumbai - Lower Parel - JM JM 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 recent 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