Virtual Relationship Manager

Key Responsibilities

• Proactively engage with clients through virtual channels (video, phone, email, chat) to understand their investment needs in the bond market.
• Develop and maintain strong relationships with clients to provide them with personalized investment solutions.
• Explain features, benefits, and risks of various bond products.
• Keep clients updated on market trends, portfolio performance, and product updates.
• Identify cross-selling opportunities for other investment products.
• Maintain a high level of product knowledge and ensure compliance with internal policies and regulatory guidelines.
• Handle client queries and provide prompt resolutions to ensure customer satisfaction.
• Achieve assigned sales targets and ensure high-quality client onboarding.
• Maintain accurate records of client interactions and transactions in the CRM system.

Qualifications & Skills

• Bachelor’s degree in Finance, Business, Economics, or a related field.
• 2-4 years of experience in wealth management / investment advisory / financial sales, preferably in fixed income / bonds.
• Excellent communication and interpersonal skills.
• Knowledge of bond markets, interest rates, and portfolio management.
• Ability to build trust and provide tailored solutions to clients.
• Strong understanding of regulatory and compliance requirements.
• Proficiency with CRM tools and MS Office.

Location: Marol Andheri

CTC: Upto 8 LPA

Note: Interested candidates kindly share your resumes on malini.varma@liquiloans.com or WhatsApp on 8169437089.

Job Types: Full-time, Permanent

Pay: ₹200,000.00 - ₹350,000.00 per year

Benefits:

• Cell phone reimbursement
• Health insurance
• Provident Fund

Language:

• English (Preferred)

Work Location: In person