Virtual Relationship Manager Job

Key responsibilities:

1. Generate business from the mapped customer base and building relationship with existing customers.
2. Risk Profiling of investors & then build financial plan accordingly
3. Increase the AUM book by 20% in a year.
4. Acquisition of new investors through referrals and lead generation campaigns
5. Servicing and cross selling of various funds. Retention of money through fund house views and knowledge update on market.
6. Segmenting the investors based on their age, geography, etc and recommending the products based on their risk appetite.
7. Achieving Productivity targets on monthly and YTD basis.
8. Ensuring strict adherence to service and quality benchmarks, and world class service experience for customers.
9. Enhancing Knowledge through market news, outlook and other online & offline knowledge resources.
10. Anticipating, understanding, and addressing the changing needs of customers.

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