Virtual Relationship Manager

Job Summary:

The Virtual Relationship Manager (VRM) will be responsible for managing and

nurturing client relationships through digital platforms. The role involves providing

financial advisory services, cross-selling investment products, and ensuring a

seamless client experience without physical interaction.

Budget - Upto 5.5 Lacs

Key Responsibilities:

Manage and service a portfolio of clients through calls, emails, and virtual/Face to face meetings

Understand client financial needs and recommend suitable investment products

Drive revenue through cross-selling and up-selling of financial products

Maintain strong relationships to ensure client retention and satisfaction

Achieve monthly and annual sales targets

Handle client queries, concerns, and escalations efficiently

Stay updated with market trends and product knowledge

Coordinate with internal teams for smooth execution of client transactions

Key Requirements:

Graduate/Postgraduate in any discipline (Finance/Marketing preferred)

1–4 years of experience in sales, relationship management, or financial services (Freshers

with strong communication skills can be considered)

NISM & CFP is a plus.

Excellent communication and interpersonal skills

Strong sales and negotiation abilities

Basic knowledge of financial products (Mutual Funds, Insurance, FD's, PMS & AIF etc.)

Comfortable working in a target-driven environment

Proficiency in MS Office and CRM tools

Key Skills:

Relationship Management

Sales & Cross-Selling

Client Handling

Financial Advisory

Communication & Presentation Skills