Virtual Relationship Manager

Bayleaf HR Solutions Pvt Ltd

Ulhasnagar

₹20,000 - ₹50,000 monthly*

Fixed

20000 - ₹40000

Average Incentives*

10,000

Earning Potential

50,000

You can earn more incentive if you perform well

Work from Office

Full Time

Min. 6 months

Good (Intermediate / Advanced) English

Job Details

Interview Details

Job highlights

Urgently hiring

63 applicants

Benefits include: Annual Bonus, PF

Job Description

Key Accountabilities : 

* Risk Profiling of investors & then build financial plan accordingly 

• Increase the AUM book by 25% in a year. 

• Acquisition of new investors through referrals and lead generation campaigns 

• Servicing and cross selling of various funds. Retention of money through fund house views and knowledge update on market. 

• Segmenting the investors based on their age, geography etc and recommending the products based on their risk appetite. 

• Achieving Productivity targets on a monthly and YTD basis.  

Job role

Work location

Goregaon, Thane, Maharashtra, India

Department

Banking / Insurance / Financial Services

Role / Category

Investment Banking, Private Equity & VC

Employment type

Full Time

Shift

Day Shift

Job requirements

Experience

Min. 6 months

Education

Graduate

English level

Good (Intermediate / Advanced) English

Age limit

18 - 60 years

Gender

Any gender

Interview details

Interview mode

In person

Interview address

Goregaon, Thane, Maharashtra, India

About company

Name

Bayleaf HR Solutions Pvt Ltd

Address

Goregaon, Thane, Maharashtra, India

Job posted by Bayleaf HR Solutions Pvt Ltd

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