onsite
Virtual Relationship Manager - Monefy - Mumbai
Virtual Relationship Manager - Monefy - Mumbai
Virtual Relationship Manager - Monefy - Mumbai position — see original posting for full details.
About the role
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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
Originally posted on Himalayas