Job Title Virtual Relationship Manager - Mutual Funds Online Stock Broking Industry Financial Services Wealth Management Department Sales Client Relationship Type Full-time Role Overview We re seeking a proactive Virtual Relationship Manager VRM to manage client portfolios and drive mutual fund sales via digital platforms This role involves virtual engagement personalized investment guidance and ongoing relationship management Key Responsibilities Engage clients associates via calls WhatsApp email and video meetings Understand financial goals and risk appetite to recommend suitable mutual fund products Support SIP lump sum investments redemptions and switches Promote tax-saving options retirement planning and other financial solutions Conduct regular portfolio reviews and client follow-ups Meet monthly sales and revenue targets Update clients on market trends NFOs and investment strategies Ensure full compliance with SEBI guidelines and KYC processes Maintain updated records on CRM tools Required Qualifications Graduate in Finance Commerce or Business MBA PGDM preferred 1-3 years of experience in mutual fund sales or financial advisory virtual in-person NISM Series V-A certification is mandatory Robust understanding of mutual fund products ELSS and investor profiling Excellent English communication and virtual relationship-building skills Self-motivated target-driven and well-organized Familiar with MS Office CRMs and basic financial tools Preferred Background Experience with fintech wealth advisory firms or AMCs Exposure to digital platforms or robo-advisory tools for client servicing Job Type Full-time Pay 25 000 00 - 40 000 00 per month Work Location In person