Department : Digital Business unit
Job Role : (VRM)
Working Days : Mon to Fri
- (NISM VIII) Mandatory
Roles & Responsibilities :
- Managing of 100 to 1500 customers per dealer.
- To achieve healthy revenues without compromising on clients profitability.
- Should focus on overall portfolio growth, client activity ratio and quality of information delivered.
- Propose investment options based on customer needs by assessing their risk appetite.
- Support the client decision making with use of technology enabled tools
- Develop Knowledge of market news, financial trends and current affairs.
- Analyse customer portfolio & give appropriate advice
- Responsible to ensure all activities are in adherence as per Compliance & Risk.
- Assist in increasing depth in existing relationships
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📌 Virtual Relationship Manager (VRM)Cash - NISM 8* (Mumbai)
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