Job Title

Role Summary We are seeking a proactive and customer-centricVirtual Relationship Manager (VRM)to manage and grow client relationships throughdigital and virtual channels . The role focuses on understanding client financial goals, recommending suitablemutual fund and online investment solutions , and driving revenue through upselling and cross selling all without physical meetings.Key Responsibilities Manage a portfolio ofexisting and prospective clients/associatesvia calls, emails, WhatsApp, and video meetings Understand clientinvestment objectives, risk appetite, and financial goals Recommend appropriatemutual fund productsincluding SIPs, lump-sum investments, switches, and redemptions Driveupselling and cross-sellingof mutual funds and related offerings (ELSS, retirement solutions, goal-based investing) Conduct regularportfolio reviews , follow-ups, and market updates Achieve assignedsales, revenue, and client activation targets Educate clients onNFOs, market trends, and investment strategies Ensure strict compliance withSEBI regulations, KYC norms, and internal policies Maintain accurate records of interactions, transactions, and client data on CRM systemsQualifications Bachelor’s degree inFinance, Commerce, Business, or related field MBA / PGDM (Finance) – preferred NISM Series V-A (Mutual Fund Distributor) – MandatoryExperience 1–3 yearsof experience in: Mutual Fund Sales, Financial Advisory, Relationship Management (Virtual or On-field)Key Skills & Competencies Strong understanding of: Mutual fund products, SIPs & lump-sum investments, ELSS & tax-saving instruments, Investor profiling Excellent verbal and written communication skills Ability to build strongvirtual client relationships Target driven and self-motivated mindset Strong follow-up, objection-handling, and closing skills Proficiency inMS Office, CRM tools, and digital investment platformsPreferred Experience Experience withFintech platforms, Wealth Advisory firms, or AMC distribution partners Exposure todigital investment platforms, robo-advisory tools, or video-based client engagement