We are looking for a Virtual Relationship Officer – Wealth to join our team. The role involves managing and updating information accurately and efficiently, supporting key data management processes, and performing various administrative tasks. The position offers ₹25,000 - ₹30,000 and opportunities for growth.
Key Responsibilities:
• Engage with channel partners and direct investors through telesales and virtual interactions
• Conduct virtual meetings, one-on-one calls, and webinars
• Promote wealth products such as Fixed Income, P2P, Insurance, and Mutual Funds
• Build and manage prospect pipelines through digital engagement
• Support customer and channel partner queries efficiently
✅ Desired Skills:
• Good understanding of financial markets
• Knowledge of investment products
• Strong communication skills
• Growth mindset and ownership attitude
• Ability to perform in a target-driven environment
Job Requirements:
The minimum qualification for this role is Graduate and 6 months - 3 years of experience. The role requires excellent attention to detail, high level of accuracy, strong organizational skills, and the ability to manage multiple tasks efficiently. Candidates must be open to 6 days working during the Day shift.