Virtual Relationship Manager - Wealth
Wealth India Financial ServicesFixed
₹30,000 - ₹60,000
Earning Potential
₹60,000
Fixed
₹30,000 - ₹60,000
Earning Potential
₹60,000
Work from Office
Full Time
Min. 6 months
Good (Intermediate / Advanced) EnglishJob highlights
Urgently hiring
Benefits include: PF, Health Insurance
Job Description
● Understand clients' financial goals, risk tolerance, investment horizon, and investment preferences.
● Educate clients on mutual funds, investment options, financial markets, and the associated risks and potential rewards.
● Provide clear and easy-to-understand guidance on investment concepts and strategies.
● Review client portfolios regularly and identify opportunities for portfolio rebalancing based on market conditions and changes in financial circumstances.
● Ensure investment recommendations and strategies adhere to applicable industry regulations and guidelines.
● Build and maintain strong, long-term relationships with clients.
● Stay updated on industry trends, new financial products, and evolving investment strategies through continuous learning and professional development
Job role
Job requirements
About company
Similar jobs you can apply for
Telecalling / BPO / TelesalesTelecalling Executive
I Brisk Consultancy ServicesWork from OfficeFull TimeAny experienceBasic English
Telecalling Executive
FR8 LogisticsFull TimeAny experienceBasic EnglishTelesales Executive
Shaadi.ComWork from OfficeFull TimeMin. 6 monthsBasic EnglishTelesales Executive
Placement Point SolutionsWork from OfficeFull TimeAny experienceBasic EnglishRetail Sales Executive
Skylark Hr Solutions Private LimitedWork from OfficeFull TimeAny experienceBasic English
Sales & Marketing Executive
Asons EnterpriseWork from OfficeFull TimeAny experienceBasic EnglishYou can expect a minimum salary of 30,000 INR and can go up to 60,000 INR. The salary offered will depend on your skills, experience and performance in the interview.
The candidate should have completed Graduate degree and people who have 0.5 to 31 years are eligible to apply for this job. You can apply for more jobs in Chennai to get hired quickly.
The candidate should have Good (Intermediate / Advanced) English skills and sound communication skills for this job.
Both Male and Female candidates can apply for this job.
No, it's not a work from home job and can't be done online. You can explore and apply for other work from home jobs in Chennai at apna.
No work-related deposit needs to be made during your employment with the company.
Go to the apna app and apply for this job. Click on the apply button and call HR directly to schedule your interview.
The last date to apply for this job is 31 Oct 2026. For more details, download apna app and find Full Time jobs in Chennai . Through apna, you can find jobs in 64 cities across India. Join NOW!