Hyderabad Jobs
Banglore Jobs
Chennai Jobs
Delhi Jobs
Ahmedabad Jobs
Mumbai Jobs
Pune Jobs
Vijayawada Jobs
Gurgaon Jobs
Noida Jobs

Oil & Gas Jobs
Banking Jobs
Construction Jobs
Top Management Jobs
IT - Software Jobs
Medical Healthcare Jobs
Purchase / Logistics Jobs
Sales

Ajax Jobs
Designing Jobs
ASP .NET Jobs
Java Jobs
MySQL Jobs
Sap hr Jobs
Software Testing Jobs
Html Jobs

IT Jobs
Logistics Jobs
Customer Service Jobs
Airport Jobs
Banking Jobs
Driver Jobs
Part Time Jobs
Civil Engineering Jobs
Accountant Jobs
Safety Officer Jobs
Nursing Jobs
Civil Engineering Jobs
Hospitality Jobs
Part Time Jobs
Security Jobs
Finance Jobs
Marketing Jobs
Shipping Jobs
Real Estate Jobs
Telecom Jobs

Virtual Relationship Manager

Fresher Navi Mumbai, Mumbai City 19 Jun, 2026

Job Location	Navi Mumbai, Mumbai City
Education	Not Mentioned
Salary	Not Disclosed
Industry	Banking
Functional Area	Investment Banking / M&A
EmploymentType	Full-time

Job Description

Role Details:Designation: Executive- Digital Customer Connect & Experience,OutboundRole type: Wealth AssociateDepartment: DigitalReporting to: Deputy Manager / Senior Manager - Digital Customer Connect & ExperienceLocation: Mumbai HOYour Role (summary):1) This role will be responsible for2) Engage existing customers through outbound calls driven by service triggers, lifecycle events,and digital activity.3) Drive cross-sell andupsellofmutual fund products, SIPs, and digital transactions.4) Manage an assigned portfolio of customers with a focus on AUM growth and retention.5) Identifyand act on redemption risks to minimize customer attrition.6) Leverage CRM systems and digital tools (prefilled transaction links, KYC journeys, etc.) toimprove conversion rates.7) Maintainand strengthen relationships with high-value customers.8) Convert service interactions into sales opportunities through proactive engagement.9) Ensure superior customer experience while achieving revenue and business targets.Your will be responsible for:New Customer Acquisition, new SIPs, retention of customers, manage redemptions Leverage CRM capabilities and Digital assets like prefilled transaction links to reach out tocustomers real time for maximum conversions Maintain healthy relationships with high value customersKey Performance Indicators (KPIs):SIP Book GrowthDrive consistent expansion of the SIP portfolio through existing and new acquisitions byincreased ticket size and enhancement of SIP investments from existing customers.AUM GrowthEnsure steady growth in Assets Under Management via net inflows and market performanceoptimization.Upselland Cross-Sell RatioImprove product penetration by identifying and executing relevant upsell and cross-sellopportunities.Customer Retention & Redemption ControlProactively manage churn by minimizing redemptions and strengthening client engagement.New Client Acquisition (NCA) & Outbound Conversion RatesEnhance effectiveness of outbound calling strategies to improve lead conversion and clientonboarding.Activation of Inactive InvestorsRe-engage dormant clients through targeted communication and tailored investment solutions.Client CoverageEnsure comprehensive and regular coverage of the assigned client base to maximizeengagement and relationship depth.Productivity & Talk Time ManagementMaintain required productivity levels by optimizing daily activities alongside consistent andeffective talk time.The experience you bring (Educational Qualification / Experience): Candidates should have 2 to 5 years of experience in banking & financial services, ideally froman AMC, mutual fund, wealth management, or broking background. MBA in Marketing or Finance preferred. Graduation (mandatory).Mandatory Certification/s: NISM Series VA - Mutual Funds Distributor Module certified

Keyskills :
vrmnismsip

APPLY NOW