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Virtual Relationship Manager

1.00 to 3.00 Years   Mumbai City   02 Nov, 2024
Bayleaf HR Solutions Pvt Ltd
Job LocationMumbai City
EducationNot Mentioned
SalaryRs 2.0 - 4.0 Lakh/Yr
IndustryInvestment Banking / Venture Capital / Private Equity
Functional AreaInvestment Banking / M&A
EmploymentTypeFull-time

Job Description

    ! We are hiring for Leading AMC Company !Designation:-Virtual Business In-ChargeLocation:-Mumbai ( Andheri )Need Candidates from Western lineCTC :- Up to 4.20 LPAExperience:- Minimum 1-2 years experience in VRM, Sales Mutual fund and banking productsNote:- Candidates Should have NISM 5A CertificateRoles & Responsibility:
    • Communication skills & mutual fund industry/Product knowledge, In case of Freshers - Communication skills & Grasping, Check on Intentions, should be responsible (Avoid money minded), Flexible & adjustable in any working profile (B2B/B2C/ Campaigns/Customer support etc), Candidate must have completed the NISM (National Institute of Securities Markets) certification course
    Note-:
    • They will be hired as off roles, but depending on their performance and future requirement, they might get converted to on rolls.
    • Handle Investment Portfolio of Existing Mutual Fund Investors/ IFAs / MFDs
    • Provide Market insights and suggest the best solution for investments
    • New Acquisitions through references
    • Handle MFD/ IFA / Investors queries related to mutual funds, market trends, investment advice to improve their portfolio
    • Upsell Mutual Funds to Retail/HNI customers / MFD / IFA
    Interview process - Telephonic interviewInterested candidates share with me your updated CV Shivani Acharya - hidden_mobileRaju Vishwakarma -hidden_mobile

Keyskills :
portfolio managementnismhigh net worth individualsmutual fundsinvestment bankingvrminvestment advisoryinvestment products

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