Virtual Relationship Manager- Monefy - Mumbai - Lower Parel - JM *JM*
TypeFull-time job
LocationIndia
Posted2 hours ago
10451
Major Deliverables:
Establishing relationship with registered users
Based on the client’s requirement, recommending mutual funds
Achieving sales target for mutual fund sales – SIP / Lump sum
Resolving any of the client 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 onboarding 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, target oriented mindset, NISM mutual fund distribution certification – VA. Desired Experience: 1-4 years in Mutual fund sales
Originally posted on Himalayas
Major Deliverables:
Establishing relationship with registered users
Based on the client’s requirement, recommending mutual funds
Achieving sales target for mutual fund sales – SIP / Lump sum
Resolving any of the client 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 onboarding 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, target oriented mindset, NISM mutual fund distribution certification – VA. Desired Experience: 1-4 years in Mutual fund sales
Originally posted on Himalayas
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