Virtual Relationship Manager

M/s VRS Advisory Services

Goregaon East, Mumbai/Bombay

₹23,000 - ₹30,000 monthly*


23000 - ₹25000

Average Incentives*


Earning Potential


You can earn more incentive if you perform well

Work from Office

Full Time

Freshers can apply

Good (Intermediate / Advanced) English

Job Details

Interview Details

Job highlights

Fast HR reply

98 applicants

Benefits include: Annual Bonus, PF, Health Insurance

Job Description

Virtual Relationship Manager (VRM)   Job Summary: The VRM is responsible for managing and growing the online client base of Kotak Securities through digital platforms. This role involves identifying cross-selling opportunities and driving customer relationship value via online channels.   Key Responsibilities: - Identify and pursue cross-selling opportunities by analyzing customer portfolios and offering suitable financial products and services (Mutual Funds, Stock SIP, Stock Baskets (Stockcase), Insurance, and other products) provided by Kotak Securities. - Maintain up-to-date knowledge of Kotak Securities' products, services, and regulatory requirements to provide accurate and compliant information to customers. - Assist in the resolution of complex customer issues escalated by the customer support team, ensuring timely and satisfactory resolution for Kotak Securities' clients. - Comply with all applicable regulatory requirements, internal policies, and procedures related to customer interactions and data privacy at Kotak Securities.   Qualifications and Skills: - Bachelor's/ Master’s degree - NISM - V A / NISM VIII certified (Mandatory). - 0-5 years of experience in sales and relationship management, preferably in the Banking, Financial Services, and Insurance (BFSI) sector - Excellent communication and interpersonal skills, with the ability to interact effectively with customers through digital channels - Proficient in using customer relationship management (CRM) software and digital collaboration tools - Knowledge of financial products, services, and regulatory requirements in the securities industry - Ability to work in a fast-paced, dynamic environment and multitask effectively  

More about this Virtual Relationship Manager job

M/s VRS Advisory Services is aggressively hiring for the job profile of Virtual Relationship Manager at Mumbai in Goregoan East locality. Kindly go through the FAQs below to get all answers related to the given job. 1. How much salary can I expect? Ans. You can expect a minimum salary of 23,000 INR and can go up to 30,000 INR. The salary offered will depend on your skills, experience and performance in the interview. 2. What is the eligibility criteria to apply for this job? Ans. The candidate should have completed Graduate degree and people who have 0 to 31 years are eligible to apply for this job. You can apply for more jobs in Mumbai to get hired quickly. 3. Is there any specific skill required for this job? Ans. The candidate should have Good (Intermediate / Advanced) English skills and sound communication skills for this job. 4. Who can apply for this job? Ans. Both Male and Female candidates can apply for this job. 5. Is it a work from home job? Ans. 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 Mumbai at apna. 6. Are there any charges or deposits required while applying for the role or while joining? Ans. No work-related deposit needs to be made during your employment with the company. 7. How can I apply for this job? Ans. Go to the apna app and apply for this job. Click on the apply button and call HR directly to schedule your interview. 8. What is the last date to apply? Ans. The last date to apply for this job is 18-May-2024. For more details, download apna app and find Full Time jobs in Mumbai. Through apna, you can find jobs in 74 cities across India. Join NOW!

Job Requirements


Freshers can apply



English Level

Good (Intermediate / Advanced) English

Degree/ Specialisation

Any Master, Any B.A, Any Bachelor (Atleast one)

Past category/role experience

Banking Operations, Banking/Loan Sales, Investment Banking, Private Equity & VC, Trading, Asset & Wealth Management, Banking - Treasury & Forex

Job Role


Banking / Insurance / Financial Services

Employment Type

Full Time

Role / Category

Trading, Asset & Wealth Management


Day Shift

Interview & address details

Work Location

Goregaon, Mumbai, Maharashtra, India

Interview mode

In person

Interview address

Goregaon, Mumbai, Maharashtra, India

Job posted by M/s VRS Advisory Services

This job has expired

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