Virtual Relationship Manager - Monefy - Mumbai at Tata Capital

Virtual Relationship Manager - Monefy - Mumbai 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 comm…