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

Work from Office

Full Time

Any experience

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

 

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

FAQs about this job

Show all

This job has expired