Virtual Relationship Manager

About the Role

The Virtual Relationship Manager (Mutual Funds, Inside Sales) is a full-time, on-site role based in Bengaluru. This position involves engaging with existing and potential mutual fund investors via phone, email, and digital channels to explain products, answer queries, and support investment-related decisions.

Key Responsibilities

• Explain mutual fund products and answer investor queries.
• Support investment-related decisions.
• Maintain regular follow-ups with leads.
• Track leads and update customer information in CRM systems.
• Meet defined sales and relationship management targets.
• Collaborate with internal teams to coordinate campaigns.
• Share customer feedback with internal teams.
• Ensure smooth onboarding and ongoing support for clients.
• Prepare basic reports on calls, conversions, and customer interactions.
• Adhere to regulatory and company compliance standards in all communications.

Requirements & Tech Stack

• Mutual Funds knowledge
• NISM Certification
• Proficiency in using CRM tools
• Proficiency in using spreadsheets
• Proficiency in using standard office software
• English language proficiency
• Regional Language proficiency
• Hindi language proficiency (not mandatory)

Qualifications

• Strong communication and interpersonal skills
• Ability to explain financial products clearly and build trust over phone and digital channels.
• Sales and customer relationship management abilities
• Lead follow-up skills
• Negotiation skills
• Basic knowledge of mutual funds and personal finance or a willingness to learn and undergo product training.
• A customer-focused mindset
• Strong work ethic
• Ability to work effectively in an on-site, team-oriented environment in Bengaluru.
• A bachelor’s degree in business, finance, marketing, or a related field is beneficial.
• Prior experience in inside sales or financial services is an added advantage.