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