Role & responsibilities

Virtual Relationship Manager Department:

Sales Customer Engagement Education

Background Graduate

Summary To generate business from the mapped customer base and building relationships with existing customers

.B. Key Accountabilities

Risk Profiling of investors & then build financial plan accordingly

Increase the AUM book by 25% in a year.

Acquisition of current investors through referrals and lead generation campaigns

Servicing and cross selling of various funds. Retention of money through fund house views and knowledge update on market

. Segmenting the investors based on their age, geography etc and recommending the products based on their risk appetite.

Achieving Productivity targets on monthly and YTD basis.

Ensuring strict adherence to service and quality benchmarks, and world class service experience for customers.

Enhancing Knowledge through market news, outlook and other online & offline knowledge resources.

Anticipating, understanding and addressing the changing needs of customers.Eligibility Criteria 1 – 6 years of experience Preferably from BFSI industry

Interested candidates contact Hemalatha-(phone hidden)

[email protected]

📌 Virtual Relationship Manager (Chennai)
🏢 Avani Consulting
📍 Chennai