Virtual Relationship Manager (mutual Funds Sales) (Maharashtra)

Virtual Relationship Manager (mutual Funds Sales) (Maharashtra)

10 Aug
|
Ncompasstrac India
|
Maharashtra

10 Aug

Ncompasstrac India

Maharashtra

Position Mutual Fund Sales - Virtual Relationship Manager Industry Banking Experience 0-1 Year Location Thane Goregaon Mumbai Certification Required NISM Series V-A Mutual Fund Distributors We are hiring enthusiastic and customer-focused professionals for the role of Virtual Relationship Manager - Mutual Fund Sales with a leading bank As a Virtual RM you will be responsible for handling customer relationships over calls and video meetings advising clients on mutual fund investments and achieving assigned sales targets Key Responsibilities Engage with existing and potential customers via calls or virtual meetings to promote mutual fund products Understand client needs risk appetite and investment goals to suggest suitable mutual fund schemes Achieve monthly and quarterly sales targets as per business objectives Ensure high customer satisfaction and maintain long-term relationships Maintain proper documentation and compliance as per regulatory guidelines Update and maintain customer records in the CRM system Requirements Graduate in any discipline Finance background preferred 0-1 year of experience in financial sales or customer relationship management Mandatory NISM Series V-A certification Strong communication and interpersonal skills Passion for finance investment products and relationship building Proficiency in English and local languages will be an added advantage Perks Fixed salary performance incentives Opportunity to work with a reputed bank and build a career in mutual fund sales Training and mentorship from experienced professionals Job Type Full-time Pay 300 000 00 - 500 000 00 per year Benefits Health insurance Paid sick time Provident Fund Work Location In person

📌 Virtual Relationship Manager (mutual Funds Sales) (Maharashtra)
🏢 Ncompasstrac India
📍 Maharashtra

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