We are looking for a Virtual Relationship Manager to engage with prospects and clients through calls and virtual meetings, understand their investment needs, and convert them into subscribers for Jarvis Invests AI-driven wealth advisory platform.
Key Responsibilities:
- Connect with leads and explain our subscription-based advisory model
- Conduct virtual meetings and drive client conversions
- Maintain strong client relationships and handle renewals/service queries
- Update calling/Sales MIS regularly
- Achieve monthly acquisition and conversion targets
Requirements:
- 2-5 years of experience in sales/relationship management (BFSI preferred).
- Solid communication and persuasive skills.
- Basic understanding of financial markets.
- Graduate; NISM VA,XA,XB certification preferred.