Virtual Relationship Manager (5 Positions)
Role Objective:
Engage and activate mid- and long-tail IFAs (INR 50 L – INR 5 Cr AUM), drive SIP growth, and strengthen partner loyalty through high-touch virtual engagement.
Key Responsibilities:
- Manage ~100–150 IFAs across assigned regional clusters
- Drive SIPs, folio activations, and campaign participation
- Run daily calls/WhatsApp/email follow-ups using CRM
- Share relevant product literature, videos, performance sheets
- Address queries, share incentive updates, contest nudges
- Maintain weekly reporting of outreach and SIP progress
Key Skills:
- Knowledge in mutual fund/telesales/insurance distribution
- Strong verbal skills in Hindi, English + 1 regional language (preferred) Marathi, Gujarati, Tamil, Kannada, Telegu
- Self-driven, target-oriented, quick learner