Virtual Relationship Manager

Equentis Wealth Advisory; Mumbai; On-site; INR 500,000 - 750,000; Full time

Job summary

Equentis Wealth Advisory in Mumbai is seeking a motivated sales professional to manage client relationships through virtual channels, ensuring high levels of satisfaction and retention. You will identify cross-sell opportunities across mutual funds, insurance, bonds, and wealth management services, and collaborate with internal teams to resolve client issues promptly.

The role targets meeting monthly sales metrics and requires a client-focused approach to delivering personalized financial

Responsibilities

• Manage client relationships through virtual channels to ensure satisfaction and retention.
• Identify cross-sell opportunities for mutual funds, insurance, bonds, digital sales, outbound sales, upselling, wealth management services to existing clients.
• Develop and maintain a deep understanding of client needs to provide personalized solutions.
• Collaborate with internal teams to resolve client issues promptly and efficiently.
• Meet or exceed monthly targets for sales performance metrics such as number of calls made, conversions achieved.

Job description

Roles and Responsibilities

• Manage client relationships through virtual channels, ensuring high levels of customer satisfaction and retention.
  
• Identify cross-sell opportunities for mutual funds, insurance products, bonds, digital sales, outbound sales, upselling, wealth management services to existing clients.
  
• Develop and maintain a deep understanding of client needs to provide personalized solutions.
  
• Collaborate with internal teams to resolve client issues promptly and efficiently.
  
• Meet or exceed monthly targets for sales performance metrics such as number of calls made, conversions achieved.