Virtual Relationship Manager
RipplesIndia Group
Virtual Relationship Manager
RipplesIndia Group
Goregaon East, Mumbai/Bombay
₹23,000 - ₹30,000 monthly*
Fixed
₹23000 - ₹25000
Average Incentives*
₹5,000
Earning Potential
₹30,000
You can earn more incentive if you perform well
Job Details
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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
Job role
Work location
Goregaon, Mumbai, Maharashtra, India
Department
Banking / Insurance / Financial Services
Role / Category
Trading, Asset & Wealth Management
Employment type
Full Time
Shift
Day Shift
Job requirements
Experience
Any experience
Education
Graduate
Past role/category experience
Banking - Treasury & Forex, Banking Operations, Trading, Asset & Wealth Management, Investment Banking, Private Equity & VC, Banking/Loan Sales
English level
Good (Intermediate / Advanced) English
Degree/ Specialisation
Any Master, Any B.A, Any Bachelor (Atleast one)
Gender
Any gender
About company
Name
RipplesIndia Group
Address
Goregaon, Mumbai, Maharashtra, India
Job posted by RipplesIndia Group
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