- 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
📌 Virtual Relationship Manager- Monefy - Mumbai - Lower Parel - JM *JM*
🏢 Tata Capital
📍 Mumbai
Reply to this offer
Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.