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Virtual Relationship Manager - MF- Online Stock Broking

2 - 5 years

3 - 5 Lacs

Posted:3 days ago| Platform: Naukri logo

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Job Type

Full Time

Job Description

Manage a portfolio of existing and prospective clients through virtual platforms
(phone, email)Understand client investment needs, risk appetite, and financial goals Ensure regular follow-ups with clients for portfolio reviews, market updates

Required Candidate profile

Graduate with 2–4 years of experience in mutual fund sales, financial advisory, relationship management (virtual or in-person)Strong understanding of mutual fund products, SIPs, (ELSS)

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