Digital Service Relationship Manager

You will be working as a Virtual Relationship Manager at Equirus Wealth Private Limited located in Ahmedabad. Equirus is a prominent mid-market investment bank known for its expertise in M&A, PE, Capital Markets, Institutional Equities, Wealth Management, Insurance Broking, and Portfolio Management Services. The organization is committed to providing top-notch advisory services to clients for their investments, assisting corporates in their growth and capital requirements, and aiding families in managing their wealth. Led by experienced bankers, Equirus collaborates with esteemed investors to deliver exceptional results. Your responsibilities will include onboarding customers and fulfilling digital KYC requirements across all customer segments, promptly addressing and resolving customer inquiries, and educating existing and potential customers about investment products or services using provided scripts. It will also involve handling customer queries, understanding their needs, closing sales, guiding high net-worth prospects to the field sales team if necessary, updating customer information in the database, processing transaction orders accurately, and managing grievances to uphold the company's reputation. Moreover, you will be expected to maintain call and sales records and gather valuable information. To qualify for this role, you should be a graduate with at least 2 years of proven experience as a Tele Sales & Service Representative or in a similar sales/customer service position within the Banking, Wealth Management, Insurance, or related Financial Services sector. A sound understanding of the KYC process for Mutual Funds and a successful track record of meeting sales quotas, preferably over the phone, are essential. Proficiency in relevant computer programs such as Excel and CRM software, as well as telephone systems, is required. You should have the ability to learn about investment products and services and effectively communicate this information to prospects. Additionally, fluency in English and the regional language of the state, along with strong communication and interpersonal skills to resolve issues and handle complaints, are necessary. The role offers a negotiable salary and falls under the category of Digital Service Relationship Manager in the Wealth Service RM department at Equirus Wealth Private Limited. This is a full-time position based in Ahmedabad, India, Asia.,