Digital Relationship Manager

AnandRathi; Mumbai; On-site; INR 400,000 - 700,000; Full time

Job summary

AnandRathi is seeking Digital Relationship Assistant Managers/Managers to nurture leads from digital channels, qualify them, and coordinate with Offline Relationship Managers for conversions.

The role emphasizes client engagement, inquiries, and maintaining strong communication across WhatsApp and email to boost conversions and relationships.

Qualifications

• 2–5 years in stock broking, banking, insurance, or financial services.
• Graduate or postgraduate with relevant experience.
• Knowledge of Equity, PMS, AIF, and investment products.
• Experience in customer interaction, lead qualification, and financial advisory support.

Responsibilities

• Call and engage with leads to address queries and understand their investment needs.
• Assess and qualify leads based on investment size, financial goals, and product interests.
• Coordinate and schedule meetings between qualified prospects and Offline Relationship Managers for seamless sales conversion.
• Maintain consistent engagement with prospects through WhatsApp, email, and follow-ups to enhance conversion rates.
• Track and update lead status, conversion progress, and client interactions in the CRM system.
• Support business growth by contributing to client acquisition and revenue goals.
• Stay informed about market trends and investment products through collaboration with the research team.
• Ensure effective communication and timely follow-ups to enhance the client experience and build long-term relationships.

Skills

Lead qualification

Client engagement

CRM tools

Email communication

Communication skills

Problem solving

Attention to detail

Investment products

Stock broking knowledge

Meeting coordination

Education

Graduate or postgraduate

Tools

CRM software

Job description

We are looking for Digital Relationship Assistant Managers/Managers to call and nurture leads from digital channels such as the website, social media, and paid campaigns. The primary focus is on lead qualification though calling, client engagement, addressing inquiries, and coordinating meetings with Offline Relationship Managers for seamless sales conversion

Role & responsibilities :

• Call and engage with leads to address queries and understand their investment needs.
• Assess and qualify leads based on their investment size, financial goals, and product interests.
• Coordinate and schedule meetings between qualified prospects and Offline Relationship Managers for seamless sales conversion.
• Maintain consistent engagement with prospects through WhatsApp, email, and follow-ups to enhance conversion rates.
• Track and update lead status, conversion progress, and client interactions in the CRM system.
• Support business growth by contributing to client acquisition and revenue goals.
• Stay informed about market trends and investment products through collaboration with the research team.
• Ensure effective communication and timely follow-ups to enhance the client experience and build long-term relationships.

Preferred candidate profile :

• 2-5 years in stock broking, banking, insurance, or financial services with exposure to client engagement.
• Any graduate/Postgraduate with relevant experience
• Knowledge of Equity, PMS, AIF, and investment products.
• Experience in customer interaction, lead qualification, and financial advisory support.
• Strong communication and problem-solving skills with the ability to handle customer queries efficiently.
• Proficiency in CRM tools, email communication, and client management.
• Ability to work in a fast-paced, dynamic environment with keen attention to details