Virtual Relationship Manager

Invesco MF; Mumbai; On-site; INR 450,000 - 650,000; Full time

Job summary

Invesco MF in Mumbai is seeking a Virtual Relationship Manager. You will engage existing customers through outbound calls and digital touchpoints, driving cross-sell and upsell of mutual funds, SIPs, and digital transactions while managing an assigned portfolio to grow AUM and improve retention.

You will identify redemption risks to minimize attrition, leverage CRM tools to boost conversions, maintain relationships with high-value clients, and convert service interactions into sales

Qualifications

• 2 to 5 years of experience in banking & financial services.
• Ideally from AMC, mutual fund, wealth management, or broking background.
• MBA in Marketing or Finance preferred.

Responsibilities

• Engage existing customers through outbound calls and digital touchpoints.
• Drive cross-sell and upsell of mutual funds, SIPs, and digital transactions.
• Manage an assigned portfolio with focus on AUM growth and retention.
• Identify and act on redemption risks to minimize attrition.
• Leverage CRM systems to enhance conversions and strengthen relationships.
• Convert service interactions into sales opportunities while achieving revenue targets.

Skills

Outbound calls

CRM management

Education

MBA in Marketing or Finance

Tools

CRM software

Job description

0 - 5 Years

Employee

Job Description

Position:

Virtual Relationship Manager

Location:

Position Purpose:

This role will be responsible for

Engage existing customers through outbound callsdriven by service triggers, lifecycle events, and digital activity.

Drive cross-sell and upsell of mutual fundproducts, SIPs, and digital transactions.

Manage an assigned portfolio of customers with afocus on AUM growth and retention.

Identify and act on redemption risks to minimizecustomer attrition.

Leverage CRM systems and digital tools(prefilled transaction links, KYC journeys, etc.) to improve conversionrates.

Maintain and strengthen relationships withhigh-value customers.

Convert service interactions into salesopportunities through proactive engagement.

Ensure superior customer experience whileachieving revenue and business targets.

Principal Accountabilities:

New Customer Acquisition, new SIPs, retention ofcustomers, manage redemptions

Leverage CRM capabilities and Digital assetslike prefilled transaction links to reach out to customers real time formaximum conversions

Maintain healthy relationships with high valuecustomers

Key Performance Indicators (KPIs):

SIP Book Growth

Drive consistent expansion of the SIP portfolio through existing andnew acquisitions by increased ticket size and enhancement of SIP investmentsfrom existing customers.

AUM Growth

Ensure steady growth in Assets Under Management via net inflows and marketperformance optimization.

Upsell & Cross-Sell Ratio

Improve product penetration by identifying and executing relevant upsell andcross-sell opportunities.

Customer Retention & Redemption Control

Proactively manage churn by minimizing redemptions and strengthening clientengagement.

New Client Acquisition (NCA) & Outbound ConversionRates

Enhance effectiveness of outbound calling strategies to improve lead conversionand client onboarding.

Activation of Inactive Investors

Re-engage dormant clients through targeted communication and tailoredinvestment solutions.

Client Coverage

Ensure comprehensive and regular coverage of the assigned client base tomaximize engagement and relationship depth.

Productivity & Talk Time Management

Maintain required productivity levels by optimizing daily activities alongsideconsistent and effective talk time

Knowledge, Skills, Competencies, and Certifications:

Candidates should have 2 to 5 years ofexperience in banking & financial services, ideally from an AMC, mutualfund, wealth management, or broking background.

MBA in Marketing or Finance preferred.

Job Snapshot

Updated Date

08-06-2026

Job ID

Job_3113

Department

Digital VRM

Location