Virtual Relationship Manager - Securities

Experience: 2 Years

Mode: WFO- 5.5 days

Location: Vikhroli (Mumbai)

:

The objective of the role is to be responsible for managing and growing a portfolio of clients in the securities domain through virtual channels. This role involves utilizing digital tools and platforms to engage with clients, provide advisory services, and drive business growth.

Key Responsibilities:

Client Portfolio Management:

 Manage a portfolio of clients in the securities domain.

 Understand their financial goals and risk appetite.

Digital Engagement:

 Utilize digital channels such as video calls, chat, and email to engage with clients.

 Provide advisory services on securities investments.

Client Acquisition:

 Identify and onboard recent clients through digital channels.

 Develop strategies to expand the client base.

Portfolio Reviews:

 Conduct regular portfolio reviews and provide recommendations.

 Monitor market trends and communicate relevant insights to clients.

Digital Tools Utilization:

 Leverage digital tools and platforms for client interactions and account management.

 Stay updated on digital advancements in the securities industry.

Cross-Selling:

 Identify opportunities to cross-sell other relevant financial products and services.





 Collaborate with product specialists for client needs.

Client Education:

 Educate clients on digital platforms and self-service options.

 Provide guidance on using digital tools effectively.

Compliance and Risk Management:

 Ensure compliance with regulatory requirements and internal policies.

 Implement risk mitigation measures in client interactions.

Performance Tracking:

 Track and report on key performance indicators (KPIs) related to client engagement and business growth.

Customer Feedback:

 Collect and analyze customer feedback to improve digital services and offerings.

 Address client inquiries and concerns promptly.

Qualifications & Experience:

- Minimum Degree: Graduate
- Minimum Years/type of experience: 2-5 years

Competencies:

· Client portfolio management

· Digital engagement

· Client acquisition

· Portfolio reviews

· Digital tools utilization

· Cross-selling

· Client education

· Compliance and risk management

· Performance tracking

· Customer feedback

· Data Literacy

Functional Competencies:

TCL shall populate as per the existing grid

Key Decisions taken:

- Identifying opportunities for cross-selling.
- Providing investment recommendations and insights.

📌 Virtual Relationship Manager - Digital Wealth (Mumbai)
🏢 ConsultBae India Private
📍 Mumbai