Virtual Relationship Manager- Monefy - Mumbai - Lower Parel - JM *JM*

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