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Sales & Customer Success

Virtual Relationship Manager - Monefy - Mumbai

Tata Capital

HimalayasRemote
Location
India, India
Type
Remote
Salary
Salary not specified
Posted
20 Oct 2026
10451Major Deliverables:• Establishing relationship with registered users • Based on the client’s requirement, recommending mutual funds • Achieving sales target for mutual fund sales – SIP / Lump sum • Resolving any of the client queries • Helping the investors with mutual fund portfolio review • Connecting with clients to give regular portfolio and market updates • Pitching on NFOs and other new products • Getting more referrals from the existing users for onboarding new investors on the platform Specialized job competencies:Good communication skills, existing experience in mutual fund or insurance sales, Good understanding of mutual fund investments and products, target oriented mindset, NISM mutual fund distribution certification – VA.
10451 Major Deliverables: Establishing relationship with registered users Based on the client’s requirement, recommending mutual funds Achieving sales target for mutual fund sales – SIP / Lump sum Resolving any of the client queries Helping the investors with mutual fund portfolio review Connecting with clients to give regular portfolio and market updates Pitching on NFOs and other new products Getting more referrals from the existing users for onboarding new investors on the platform Specialized job competencies: Good communication skills, existing experience in mutual fund or insurance sales, Good understanding of mutual fund investments and products, target oriented mindset, NISM mutual fund distribution certification – VA. Desired Experience: 1-4 years in Mutual fund sales Originally posted on Himalayas