Virtual Relationship Manager

Job Summary:

The Virtual Relationship Manager (VRM) will be responsible for managing and

nurturing client relationships through digital platforms. The role involves providing

financial advisory services, cross-selling investment products, and ensuring a

seamless client experience without physical interaction.

Budget - Upto 5.5 Lacs

Key Responsibilities:

 Manage and service a portfolio of clients through calls, emails, and virtual/Face to face meetings

 Understand client financial needs and recommend suitable investment products

 Drive revenue through cross-selling and up-selling of financial products

 Maintain strong relationships to ensure client retention and satisfaction

 Achieve monthly and annual sales targets

 Handle client queries, concerns, and escalations efficiently

 Stay updated with market trends and product knowledge

 Coordinate with internal teams for smooth execution of client transactions

Key Requirements:

 Graduate/Postgraduate in any discipline (Finance/Marketing preferred)

 1–4 years of experience in sales, relationship management, or financial services (Freshers

with strong communication skills can be considered)

 NISM & CFP is a plus.

 Excellent communication and interpersonal skills

 Strong sales and negotiation abilities

 Basic knowledge of financial products (Mutual Funds, Insurance, FDs, PMS & AIF etc.)

 Comfortable working in a target-driven environment

 Proficiency in MS Office and CRM tools

Key Skills:

 Relationship Management

 Sales & Cross-Selling

 Client Handling

 Financial Advisory

 Communication & Presentation Skills