Virtual Relationship Manager

We are a fast-growing wealth management company seeking highly driven Virtual Relationship

Managers (VRMs) for a hardcore sales role. This is a target-based position requiring candidates

to generate new leads, schedule client meetings, and drive sales to achieve annual revenue

goals. The VRM will also focus on building and maintaining long-term relationships with clients

to enhance customer satisfaction and retention.

Key Responsibilities:

1. Lead Generation & Prospecting:

○ Identify and generate new leads through various channels (cold calling,

networking, referrals).

○ Build a pipeline of prospective clients interested in wealth management services.

2. Meeting Scheduling:

○ Set up meetings with qualified prospects to pitch the company’s offerings.

3. Sales Target Achievement:

○ Drive sales to achieve an annual revenue target through new client acquisitions.

○ Meet monthly revenue targets based on the overall goal.

Requirements

Minimum 1 year of experience in hardcore sales, preferably in financial services or

telesales.

Excellent communication, negotiation, and persuasion skills.

Target-driven mindset with a hunger for achieving and exceeding sales goals.

Ability to thrive in a fast-paced, high-pressure sales environment.

Benefits

Competitive salary + attractive performance-based incentives

Originally posted on Himalayas