A Naukri Group company
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A Naukri Group companyLoginHire Local Staff
30,000 - 50,000 /month
Job Matchmakers
Goregaon (East), Mumbai
6 - 48 months Experience in Customer Support / TeleCaller
Full Time
Job Description
We are hiring enthusiastic and customer-focused professionals for the role of Virtual Relationship Manager – Mutual Fund Sales with a leading bank.
As a Virtual RM, you will be responsible for handling customer relationships over calls and video meetings, advising clients on mutual fund investments, and achieving assigned sales targets.
Key Responsibilities
Engage with existing and potential customers via calls or virtual meetings to promote mutual fund products.
Understand client needs, risk appetite, and investment goals to suggest suitable mutual fund schemes.
Achieve monthly and quarterly sales targets as per business objectives.
Ensure high customer satisfaction and maintain long-term relationships.
Maintain proper documentation and compliance as per regulatory guidelines.
Update and maintain customer records in the CRM system.
