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Job Description: Virtual Relationship Officer - WealthJob Title -Virtual Relationship Officer - WealthExperience Required -1–5 YearsJob Location -Mumbai (Opposite to Andheri Metro)Job Type -Full TimeQualification - any - 12th/Diploma/GraduateReporting To -Manager – Virtual Relationship, WealthDuties & ResponsibilitiesProactively 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 & AbilitiesStrong 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 RequirementsMinimum 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 & BenefitsCompetitive, 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 & ReportingTeam Handling: No direct team management responsibilities.Must demonstrate strong understanding of wealth products and telesales processes.Regards,Neha KhandelwalNote - 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