Virtual Relationship Manager - Monefy - Mumbai

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📍 India

📅 Posted 2026-07-22 · via Himalayas

🏷 Relationship-Management,Sales,Mutual-Funds,Financial-Services,Virtual-Sales,Virtual-Relationship-Manager,Remote-Relationship-Manager,Virtual-Relationship-Management,Relationship-Manager

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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

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