Job Description: Virtual Relationship Officer - Wealth
Job Title -Virtual Relationship Officer - Wealth
Experience Required -1–5 Years
Job Location -Mumbai (Opposite to Andheri Metro)
Job Type -Full Time
Qualification - any - 12th/Diploma/Graduate
Reporting To -Manager – Virtual Relationship, Wealth
Duties & Responsibilities
- Proactively engage with IFAs (B2B Partners) and Direct Investors (B2C) through telesales and virtual engagement.
- Conduct direct engagement via virtual meetings, one-on-one calls, and webinars to strengthen B2B channels.
- Engage with channel partners and prospective customers for wealth products (Fixed Income, P2P, Insurance, Mutual Funds).
- Leverage digital campaigns to build and expand the prospecting funnel.
- Manage and support customer service and channel queries to ensure portfolio engagement.
Key Skills & Abilities
- Strong understanding of financial markets.
- Knowledge across investment products (Fixed Income, P2P, Insurance, Mutual Funds).
- Excellent communication skills (verbal and written).
- Experience in growth marketing and communication.
- Demonstrated ownership, passion, ambition, and ability to perform in a high-growth organization.
Additional Requirements
- Minimum education: 12th (2–4 years of experience) or Graduate (1–2 years of experience).
- Direct calling on open databases to introduce wealth products (P2P, FDs, Insurance, MFs).
- Prior experience in any wealth management telesales process (Mutual Fund, Broking Company, Insurance, etc.).
Compensation & Benefits
- Competitive, best-in-class salary.
- Opportunity to work in a fast-growing organization promoted by seasoned founders.
- Exposure to wealth management products and digital engagement strategies.
Team & Reporting
- Team Handling: No direct team management responsibilities.
- Must demonstrate strong understanding of wealth products and telesales processes.
Regards,
Neha Khandelwal
[Confidential Information]
Note - We kindly request you not to contact us on our office number. If your profile matches our requirements, we will reach out to you directly
