Virtual Relationship Manager

Not Disclosed

Tata Capital Finance Limited

Vasai West, Mumbai

1 - 4 years Experience in Accountant

1 Opening

Full Time

Job Highlights

All Education levels

All genders

5 days working | Day Shift

Job Description

Virtual Relationship Manager- Monefy - Mumbai - Lower Parel - JM •JM• 10451 Major Deliverables: - 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 new 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

Other Details

It is a Full Time Accountant job for candidates with 1 - 4 years of experience.

More about this Virtual Relationship Manager job

What qualifications and experience are required for this Virtual Relationship Manager position?
Ans : Candidates should have All Education levels with 1-4 years of experience.
What is the salary and job type for this role?
Ans : Salary details will be shared during the hiring process.
What shift and timings does this job follow?
Ans : This Virtual Relationship Manager job follows a Day shift.
Do you need to visit the office for this job?
Ans : Yes, candidates need to visit the office and work from the location in Vasai West, Mumbai.
How many vacancies are there for this Virtual Relationship Manager job?
Ans : There is 1 vacancy for this Virtual Relationship Manager role.
Is this job open for all genders?
Ans : Yes, this Virtual Relationship Manager job is open for both male and female candidates.
What is the job location for this position?
Ans : The job location for this Virtual Relationship Manager position is Vasai West, Mumbai.
What makes this Virtual Relationship Manager job a good opportunity?
Ans : The employer has not disclosed the salary for this role, but it is a Full Time opportunity with 1 opening.