Virtual Relationship Manager - Monefy - Mumbai
10451
Major Deliverables:
- Establishing relationship with registered users
- Based on the reputed company’s requirement, recommending mutual funds
- Achieving sales reputed company for mutual fund sales – SIP / Lump sum
- Resolving any of the reputed company 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 reputed company 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, reputed company oriented reputed company, NISM mutual fund distribution certification – VA. Desired Experience: 1-4 years in Mutual fund sales
Originally posted on Himalayas
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