Virtual Relationship Manager

Rekrut India; Mumbai Suburban; On-site; INR 600,000 - 900,000; Full time

Job summary

Asset Management Company is seeking a Virtual Relationship Manager (VRM) in Mumbai to drive mutual fund inflows, SIP sales, and cross-sell through digital channels. You will manage investor relationships via phone, email, video calls, and other platforms, handling inquiries and converting leads.

You will maintain CRM/LMS, ensure timely follow-ups, and prepare daily MIS reports while staying updated on fund products to support digital sales campaigns and client activation.

Qualifications

• Experience in managing investor relationships and driving mutual fund inflows.

Responsibilities

• Drive Mutual Fund inflows, SIP sales, and cross-sell/upsell through virtual channels.
• Manage investor relationships via phone, email, video calls, and digital platforms.
• Convert digital leads, activate dormant clients, and handle customer queries.
• Maintain CRM/LMS, ensure timely follow-ups, and prepare daily MIS reports.
• Stay updated on Mutual Fund products and support digital sales campaigns.

Skills

Mutual Fund inflows

SIP sales

Cross-sell upsell

Investor relationship management

CRM

Digital channels

Tools

CRM

LMS

Job description

Role & responsibilities

Job Title: Virtual Relationship Manager (VRM)
Company: Asset Management Company
Location: Mumbai

• Drive Mutual Fund inflows, SIP sales, and cross-sell/upsell through virtual channels.
• Manage investor relationships via phone, email, video calls, and digital platforms.
• Convert digital leads, activate dormant clients, and handle customer queries.
• Maintain CRM/LMS, ensure timely follow-ups, and prepare daily MIS reports.
• Stay updated on Mutual Fund products and support digital sales campaigns.