Virtual Assistant

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.

• It is a Full Time కస్టమర్ మద్దతు / టెలికాలర్ job for candidates with 6 months - 4 years of experience.