Virtual Relationship Manager (Mumbai)

Virtual Relationship Manager (Mumbai)

09 Oct
|
V-Konnect
|
Mumbai

09 Oct

V-Konnect

Mumbai

Roles and Responsibilities

- Manage relationships with high net worth individuals (HNIs) and ultra HNIs through portfolio management.

- Develop and maintain strong connections with existing clients to increase retention rates.

- Identify current business opportunities by cross-selling products such as mutual funds, insurance, and wealth management services.

- Collaborate with internal teams to resolve client queries and issues promptly.

- Analyze market trends and competitor activity to stay ahead in the market.

📌 Virtual Relationship Manager (Mumbai)
🏢 V-Konnect
📍 Mumbai

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