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Virtual Relationship Manager

2.00 to 4.00 Years   Mumbai City   10 Mar, 2024
Career Values Hiring For Banking
Job LocationMumbai City
EducationNot Mentioned
SalaryRs 2.5 - 3.5 Lakh/Yr
IndustryBanking
Functional AreaCustomer Service (Domestic)
EmploymentTypeFull-time

Job Description

    A. Position Details Position Title: Virtual Relationship Manager Department: Sales Customer Engagement Education Background Graduate Summary To generate business from the mapped customer base and building relationship with existing customers.B. Key AccountabilitiesRisk Profiling of investors & then build financial plan accordingly Increase the AUM book by 25% in a year. Acquisition of new investors through referrals and lead generation campaigns Servicing and cross selling of various funds. Retention of money through fund house views and knowledge update on market. Segmenting the investors based on their age, geography etc and recommending the products based on their risk appetite. Achieving Productivity targets on monthly and YTD basis. Ensuring strict adherence to service and quality benchmarks, and world class service experience for customers. Enhancing Knowledge through market news, outlook and other online & offline knowledge resources. Anticipating, understanding and addressing the changing needs of customers.Job Description - A. Position Details Position Title: Virtual Relationship Manager Department: ETF Education Background Graduate Summary To generate ETF business from the mapped customer base and building relationship with existing customers.B. Key AccountabilitiesServicing and cross selling of various ETF schemes. Retention of money through fund house views and knowledge update on market Engaging with existing ETF investors, identifying product opportunities to increase the product spread in the investors portfolio Acquisition of new investors through referrals and lead generation campaigns Segmenting the investors based on their age, geography etc and recommending the ETF products based on their risk appetite. Achieving Productivity targets on monthly and YTD basis. Ensuring strict adherence to service and quality benchmarks and ensuring an unmatched experience for customers. Enhancing Knowledge through market news, outlook and other online & offline knowledge resources. Anticipating, understanding and addressing the changing needs of customers Providing feedback on existing products and new products based on investor interactions

Keyskills :
mutual fundsvoice process

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