- Key Responsibilities:
- 1) Lead a High Impact Team:
- Lead, manage, and motivate a team of Virtual Relationship Managers to achieve AUM growth and
- client activation goals for stock market products like Mutual Fund, PMS, ETFs, NFO’s, AIF’s, etc.
- Set clear performance targets for VRMs, conduct regular performance reviews, and ensure
- alignment with overall digital revenue growth objectives
- Develop coaching, training, and mentorship programs to enhance the skill set of your team,
- including virtual selling, client relationship management, and market knowledge
- Foster a collaborative and results-driven culture among the team to ensure high morale,
- engagement, and productivity
- Ensure that the VRMs deliver a high level of personalized service, answering queries, resolving
- issues, and addressing concerns effectively in a virtual setting
- Work with the team to implement customer feedback loops, ensuring that client satisfaction is
- continuously improved and feedback is acted upon
- 2) Performance Management:
- Establish key performance indicators (KPIs) for the VRMs and ensure targets related to customer
- acquisition, product sales, and AUM revenue growth are met
- Train and empower VRMs on the latest sales techniques and product knowledge to improve digital
- client interactions and drive conversions
- Use data-driven insights to monitor performance, track progress, and identify areas of
- improvement.
- Conduct regular one-on-one meetings with VRMs to provide feedback, address challenges, and
- ensure ongoing professional development
- Lead by example by actively participating in virtual calls with clients, handling high-value clients,
- and addressing escalations




- Drive the adoption of new technologies that enhance the virtual customer experience, such as AIdriven Chatbots, digital advisory platforms, and automated email campaigns
- Provide guidance to VRMs on regulatory compliance, internal policies, and best practices for
- maintaining trust with clients
- Monitor and mitigate risk associated with virtual interactions, ensuring that clients are wellinformed of risks involved in stock market products
- 3) Digital Revenue Growth Strategy:
- Develop digital Strategies alongside marketing team to attract new customers and increase
- revenue from existing clients
- Monitor digital team performance, analyse data and trends, and adjust strategies to ensure
- consistent AUM growth from digital channels
- Create and implement comprehensive digital AUM Scaling strategies aimed at promoting and
- selling mentioned products
- 4) Client Activation & Retention:
- Work with the VRMs to design and execute customer acquisition strategies through digital
- touchpoints, including online consultations, webinars, and virtual product demos
- Guide the team in delivering personalized virtual interactions, ensuring the identification of client
- needs and the provision of suitable stock market products
- Develop and execute strategies to increase client retention, enhance engagement, and maximize
- lifetime value through continuous digital interactions
- 5) Data Analysis & Reporting:
- Monitor key metrics, including Average revenue per user, return on Investment, Customer Lifetime
- Value and customer engagement levels
- Use data analyticstoolsto measure the success of digital initiatives and VRM activities, adjusting
- strategies and tactics as needed
- Provide detailed reports to senior leadership regarding the team’s progress toward meeting digital
- revenue goals and client growth

📌 VRM Lead-Mutual fund (Mumbai)
🏢 ANANDRATHI
📍 Mumbai