Virtual Relationship Manager Monefy Mumbai
Year MH, IN, India
Job Description
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
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Job Detail
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Job IdJD5042328
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IndustryNot mentioned
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Total Positions1
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Job Type:Full Time
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Salary:Not mentioned
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Employment StatusPermanent
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Job LocationMH, IN, India
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EducationNot mentioned
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ExperienceYear