Virtual Relationship Manager

• *Position:** Mutual Fund Sales – Virtual Relationship Manager
• *Industry:** Banking
• *Experience:** 0–5 Year
• *Location:** Thane / Goregaon (Mumbai)
• *Certification Required:** NISM Series V\-A (Mutual Fund Distributors)

• *Job Description**

We are hiring enthusiastic and customer\-focused professionals for the role of **Virtual Relationship Manager – Mutual Fund Sales** with a leading bank.

As a Virtual RM, you will be responsible for handling customer relationships over calls and video meetings, advising clients on mutual fund investments, and achieving assigned sales targets.

• *Key Responsibilities**

• Engage with existing and potential customers via calls or virtual meetings to promote mutual fund products.
• Understand client needs, risk appetite, and investment goals to suggest suitable mutual fund schemes.
• Achieve monthly and quarterly sales targets as per business objectives.
• Ensure high customer satisfaction and maintain long\-term relationships.
• Maintain proper documentation and compliance as per regulatory guidelines.
• Update and maintain customer records in the CRM system.

• *Requirements**

• Graduate in any discipline (Finance background preferred).
• 0–1 year of experience in financial sales or customer relationship management.
• **Mandatory:** NISM Series V\-A certification.
• Strong communication and interpersonal skills.
• Passion for finance, investment products, and relationship building.
• Proficiency in English and local languages will be an added advantage.

• *Benefits**

• Fixed salary \+ performance incentives.
• Opportunity to work with a reputed bank and build a career in mutual fund sales.
• Training and mentorship from experienced professionals.

Job Types: Full\-time, Permanent

Work Location: In person

Job Type: Full\-time

Work Location: In person

Pay: ₹25,000\.00 \- ₹50,000\.00 per month

Benefits

• Flexible schedule
• Paid sick time
• Provident Fund

Work Location: In person